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
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
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
Access the CRM section to manage:
Buildings
Tenants
Vendors
Users
Audiences
6. Experience Section Functions 1:14
In the Experience section, you can create:
Content
Events
Communications
Surveys
Services
7. Operations Management 1:14
Use the Operations section to manage:
Access
Visitors
Resource bookings
Service requests (Work orders)
8. Commerce Section Overview 1:14
The Commerce section allows you to:
View all transactions
Manage discounts
Handle credits (coming soon)
9. Files Section Usage 1:36
The Files section is your central hub for:
Documents
Images
Digital assets that can be shared and reused
10. Intelligence Section Features 1:36
The Intelligence section provides:
Property and tenant data
An AI assistant for instant answers.
11. App Configuration Settings 1:57
In the App Configuration section, set up:
Experience channels
Theme branding
Features visible to tenants
12. Feedback and Support 2:14
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.