This article is a guide on how to assign a contract to a Hub.
This guide contains the following:
Relevant links:
What are Hubs?
Like Areas, a Hub is a way to group your contracts. For example, by geographical location or divisions or operating units. This can potentially help keep tabs on activity in a particular Hub and the contracts within that Hub.
Reports can be run by Hub.
A Hub can be created by Admin users in the platform, and a number of other ways, for example, automatically from an API call or an API integration, importing in bulk via our API.
Assigning a Contract to a Hub
Each contract can be assigned to a Hub, which can be an area or department depending on the needs of your organisation.
Hubs are assigned at a company level - to assign a particular contract, it will need to be a contract of which that particular company is a user.
See below on how to do this:
1. In the left-hand side navigation panel, select 'Contract Overview'.
2. Add the Hub as a tag in the overview, as below:
Once you have assigned a contract to a particular Hub, this contract will appear in all reports generated around this Hub.
Users who are assigned to this Hub will also be able to view the contract in a read-only capacity. See here to learn more about assigning users to a Hub.
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