HqO Help
HqO Help
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Admin Navigation 2.0

How navigate the new HqO Admin interface effectively, ensuring a streamlined experience for users.

Key Steps


1. Introduction to New Navigation 0:00

https://loom.com/i/ad5cb313b6e64232b27fa9701802bf22?workflows_screenshot=true

  • The new navigation for HqO Admin is designed to streamline daily tasks and enhance user experience.

  • Note that some features may vary based on your purchased plan and suites.


2. Overview of Navigation Sections 0:30

  • The main sections of the new navigation include:

    • My HqO

    • CRM

    • Experience

    • Operations

    • Commerce

    • Files

    • Intelligence

    • App Configuration


https://loom.com/i/218b490095c44ed0bfb4673cc0c30e28?workflows_screenshot=true

  • The building picker has been relocated to the top section of the interface.

  • If you manage multiple buildings, ensure you select the correct building from this section.


4. Portfolio View Toggle 0:40

  • On pages where data can be aggregated, use the portfolio view switch to see a comprehensive view of all building data.


5. CRM Section Overview 0:57

https://loom.com/i/46d6e4474002487c98e8de5cbc22c441?workflows_screenshot=true

  • Access the CRM section to manage:

    • Buildings

    • Tenants

    • Vendors

    • Users

    • Audiences


6. Experience Section Functions 1:14

https://loom.com/i/127e6db328024f88b2941b588edf9f89?workflows_screenshot=true

  • In the Experience section, you can create:

    • Content

    • Events

    • Communications

    • Surveys

    • Services


7. Operations Management 1:14

https://loom.com/i/127e6db328024f88b2941b588edf9f89?workflows_screenshot=true

  • Use the Operations section to manage:

    • Access

    • Visitors

    • Resource bookings

    • Service requests (Work orders)


8. Commerce Section Overview 1:14

https://loom.com/i/127e6db328024f88b2941b588edf9f89?workflows_screenshot=true

  • The Commerce section allows you to:

    • View all transactions

    • Manage discounts

    • Handle credits (coming soon)


9. Files Section Usage 1:36

https://loom.com/i/2f6b901b199c4f6485ab8a5eb2dc6cce?workflows_screenshot=true

  • The Files section is your central hub for:

    • Documents

    • Images

    • Digital assets that can be shared and reused


10. Intelligence Section Features 1:36

https://loom.com/i/2f6b901b199c4f6485ab8a5eb2dc6cce?workflows_screenshot=true

  • The Intelligence section provides:

    • Property and tenant data

    • An AI assistant for instant answers.


11. App Configuration Settings 1:57

https://loom.com/i/9f34d5bf7b6e423ebf8e4a20d4c536ae?workflows_screenshot=true

  • In the App Configuration section, set up:

    • Experience channels

    • Theme branding

    • Features visible to tenants


12. Feedback and Support 2:14

https://loom.com/i/e4029a8fd40e42e7a265ac9d66520029?workflows_screenshot=true

  • For feedback, contact your account manager or use the help icon in the top right corner to:

    • Submit ideas

    • Contact support

    • Access the help hub.

Cautionary Notes

  • Ensure you are aware of the features available based on your subscription plan.

  • Always verify that you are working within the correct building context when managing data.

Tips for Efficiency

  • Familiarize yourself with each section to navigate quickly.

  • Menu can be expanded and collapsed

  • Use the portfolio view toggle to save time when reviewing multiple buildings.

  • Regularly check for updates or new features in the help hub.

https://loom.com/share/ff027dab3ca74ddc87556294c1c56ee7