As a Project Administrator you will be responsible for managing a designated set of projects in EHQ. Use this resources to learn about what you can and can't do. This guide will cover the following;
- Your role
- Setting up projects
- Keeping your community updated
- Analysing reports
Project Administrators in EngagementHQ have a unique role. As a Project Administrator you are able to do the following;
- Mange Projects including tool selection, widgets and project visibility
- Pull reports for your projects
- Get insights from the Dashboard and Audit Trail
One of the key differences between a Project Administrator and a Site Administrator is the ability to publish or create new projects. As a Project Administrator you must be assigned projects by your site administrator and you will also need to advise them once your project is ready to go live, so they can publish and promote it on your homepage. You will also have access to limited menu items only.
Project Administrators are sometimes project owners from outside the core community engagement team. This allows for a broader team of key internal stakeholders to assist in the management and creation of content for your site.
Setting Up Projects:
In order to get started with your projects, you will need to ensure that you have been assigned access to the correct project. To do this, you will need to login and visit your main Project List and see if your project appears. If it doesn't, you will need to inform your Site Administrator and request they assign the relevant access to you.
Once you have found your project you can then begin to add content, setup your engagement tools and manage the widgets on your projects.
Use our Setting up a Project guide for relevant help resources.
Once you have setup your project, you should book a free Project Peer Review from one of our Engagement Managers and then notify your Site Administrator when you are ready to publish the project.
You have full access to all the reports for your assigned projects. This includes summary reports, on-screen graphs and insights as well as detailed excel reports. As a project Admin, you should pull your reports regularly to ensure that you are monitoring your projects progress.
It's also a good idea to utilise the Comment Analysis feature fo reporting if you are hosting forums as part of your consultations. This will allow you to code your un-structure feedback data and make it easier to report on.
Read more about reporting here.
Why not learn about selecting the right tools for your project.