Admin Hub

Users with relevant administrator permissions can manage shared dashboards, shared favorites, shared meeting settings or add companies to the Company Health Check report in the Admin Hub.

If you have the relevant administrator permissions, you can access Admin Hub Admin Hub icon in the Navigation Bar on the left of the home page. It holds the following options:

  • Shared Dashboard

    • Manage Shared Dashboards

    • Manage Shared Favourites

  • Meeting Planner

    • Manage Defaults

    • Manage Meetings

  • Integrations

    • Company Health Check

Each option is related to a user role right. For more information, refer to User Role Rights.

Note

The Company Health Check option is available to clients with an enterprise licence. Contact your Customer Success Manager for more information.

Manage Shared Dashboards

Select the Manage Shared Dashboards option to view a list of all shared dashboards.

You can display or hide each shared dashboard.

For more information, refer to Shared dashboards.

Manage Shared Favourites

Select the Manage Shared Favourites option to view all shared favourites.

All dashboard items saved to shared favourites are listed in this area and can be selected to display on screen, edited, or deleted.

For more information, refer to Shared favourites.

Meeting Planner – Manage Defaults

Select the Manage Defaults option to create shared default settings to schedule meetings at your company.

In this area, you can:

  • Set up default meeting details, such as time zone, company name, meeting type, location.

  • Configure the default numbering system for the list of agenda items.

  • Force a watermark when a user logged into Diligent Entities downloads the agenda as a PDF.

For more information, refer to Meeting Planner – Manage Defaults.

Note

The system administrator must add Admin Hub – Meeting Defaults to your user role rights in System Settings > System Security > User Roles > Meeting Planner in order for you to able to use this option.

Meeting Planner – Manage Meetings

Select the Manage Meetings option to configure shared settings for meetings at your company. In this area, you can create, add or remove the different Meeting Types that can be scheduled. You can also define a list of available options for the Agenda Items Purpose and a related list of available presentation modes on the Agenda Supported By tab.

For more information, refer to Meeting Planner – Manage Meetings.

Note

The system administrator must add Admin Hub – Manage Meetings to your user role rights in System Settings > System Security > User Roles > Meeting Planner in order for you to able to use this option.

Company Health Check

Select the Company Health Check option to add companies to or remove companies from the Company Health Check Report.

Note

The Company Health Check option is available to clients with an enterprise package. Contact your Customer Success Manager for more information.