-
Last Updated: 11/18/2024
in Data Center Events ELS 2024 ELS Attendee Data: 2024 ELS Attendee Demographics.xlsx
-
Cancelling a Registration and Issuing a Refund Creation Date: Jul 23, 2025 Created By: Bridget Fairbanks 1. Click on Contacts 2. In the search field, type the last name, first name of the person and click enter Note: in the searc...
-
Event Rescheduled - How to Update the Event and Get a New Calendar Link Creation Date: Jul 31, 2025 Created By: Bridget Fairbanks View most recent version 1. Click on Meeting Settings 2. In the Search bar, type the name of the event...
-
Last Updated: 03/29/2023
in Process Center Community This feature is helpful when trying to troubleshot an error, see the view a member or nonmember sees, etc. 1. From Community home, click on DIRECTORY 2. Type the member's name and click search 3. Click on the member's name 4. From ...
-
Adding a question(s) to the registration process Creation Date: Aug 24, 2022 Created By: Bridget Fairbanks 1. Log into Protech 2. Click on My Work 3. Click on "Meetings" 4. Click on Meeting Setup 5. In the search bar, start typi...
-
Last Updated: 03/29/2023
in Process Center Community 1. From Community Home Page, click on Settings… 2. Click on Members 3. Find the individual(s) who need to have access and click "edit roles" 4. Check "make this user a community admin" 5. Click Add This Workflow was created wi...
-
Last Updated: 07/10/2024
in Process Center Community
1. Click on HBA COMMUNITY 2. Click on Admin 3. Click on Community 4. Click on Reports 5. Click on Community Admins 6. Click on View Report # Report 7. Select Branch from Select Community Type 8. Click on View Report ...
-
How to send an invoice that was already created Note: Each contact should be able to pull their invoices from their HBA accounts. However, if you need to manually send them an invoice for some reason you can follow these steps. Creation...
-
Last Updated: 03/29/2023
in Process Center Community 1. Click on "Settings" from community home 2. Click on Members 3. Click on Add Member 4. Click on "add: ...
-
How to Register Someone for an Event In Protech Creation Date: Jul 21, 2025 Created By: Bridget Fairbanks 1. Click on Contacts 2. In the search field, type the last name, first name of the contact and click enter 3. Double click ...