Hub management

The article explains to admins how to upload links, categorize them, and manage the Hub for users. If you are looking for instructions for how to use the Hub as a non-admin, see our user-focused article.

What is the Hub?

The Hub is a private knowledge base for your organization inside Zappi — a single home for your Zappi-related docs, playbooks, etc. It can store and organize links that help users get their job done faster. Namely, any admin of your org can add links to existing live documents (i.e., somedoc.yourorg.com), rather than upload them directly. This means the Hub works like a list of bookmarks to any docs that users may find useful while using Zappi. For more examples of what you might add to the Hub, see this article.

How do I access the Hub?

Admins and users can access the Hub on any platform screen by clicking into the Help menu ( ? symbol) in the bottom lefthand corner and selecting 'Hub.' If you don't see an option for 'Hub,' it is either because the feature has not yet been turned on for your organization or because your organization is not yet a Premium customer.

Admins can also access the Hub from within the 'Admin' menu, under 'Libraries.' Once in the Libraries area, select 'Hub resources' in the lefthand menu.

How do I administer the Hub?

This part of the article explains to admins how to upload links, categorize them, and manage the Hub for users. If you are looking for instructions on how to use the Hub as a non-admin, see our user-focused article instead.

Add a resource

To add a resource to the Hub, click the 'Add resource' button. A form will appear on the screen where you can add your resource, a description, and other categorizing information that will make it helpful for users to find it while they work.

Categorize the resource

Let's go through each part of the form to ensure that users will be able to understand and find the item in the Hub. See the example images for reference.

Name

Enter a name that is descriptive, easy to understand, and uses likely search keywords. For example, if you are uploading a basic new user document that includes instructions for how to get started in Zappi, you might name the resource, "New user guide."

Description

Enter a description that goes into more detail than the name. Like names, descriptions are also searchable by the user, so here you can include more common keywords. For our example, the description will be, "New users start here - how to get started with Zappi, FAQs, and who to contact for help."

Resource URL

This is the actual link where the permanent resource is stored. This might be an internal file share link or similar. If the link is not a public URL, make sure before including it that its sharing permissions are set as broadly as users will need. Alternatively, if a password will be needed to access the link once opened, include it in the item's description.

Products

In some instances, the resource you are adding will only be relevant to one or a few specific products that users have available. Here you can tag any and all products that apply directly to your entry. This is important as users can filter the Hub by each product tag for quicker navigation. Since our example is a general guide, none of the products will be selected.

If instead the guide was how to get started with Concept Test and ScreenIt, you'd select 'Zappi Concept Test' and 'Zappi ScreenIt' in the list.

Opting to publish the link to 'Updates'

We highly recommend opting 'Yes' to publishing the link to the 'Updates' feed because it's an easy way to alert users that new content is available to them.

The 'Updates' feed is a sidebar in the Zappi platform that is used to push relevant announcements to users. Announcements that are generally relevant to all users (like the untagged resource in our example) only appear in the Update sidebar on the 'Manage Projects' page (the first page seen when users log in). Announcements specific to a product (i.e., a resource tagged with a product name) only appear on the Updates sidebar of Analysis pages for that product.

Below is a continued example of the untagged general guide showing in the Updates sidebar on the Manage Projects page. Under it, there's another example of how a guide tagged 'Zappi Early Concept' when added to the Hub would be announced on the Zappi Early Concept Analysis page instead.

You may of course opt not to publish an Updates announcement at all, in which case you can keep the option toggled to 'No' before clicking 'Submit.'

Submit

Click 'Submit' at the bottom of the page to finalize your addition. You will now be able to see your addition to the Hub and users will have access to it immediately. If you opted for an Updates announcement, it will also be published immediately.

Editing & deleting resources

If you need to edit an existing resource for any reason, simply select the three-dot menu in its entry and select 'Edit.' This will take you to the same form as before where you can make any changes you'd like.

If you need to delete a resource, select 'Delete' in that same menu. A screen will appear asking you to confirm before deleting permanently. Deleting cannot be undone once confirmed.

What if I have more questions or don't know what to add?

Your Customer Success Manager will be happy to help answer any questions or consult on what would be best to include in your organization's Hub.

If you are not sure who your Customer Success Manager is, ask your Account Manager or use this page to get in touch.