BalanceAAP > Publish Plan

KEY TOPICS and CROSS-REFERENCES:

• Publish Plan to BALANCEhub
• Deactivate an Existing User
• User Settings
• Add Users to Publish Group
• Delete an Existing User from BALANCEhub Access
• Email Users
• Administrators Only – BALANCEhub User Tools
• Import Users (below)
• Develop Email Content, see: BALANCEhub Email Settings
• Additional Documents, see:
• Quick Start Guide for adding New Users
• BALANCEhub Settings in a Master Plan

Publish Completed Plan to BALANCEhub for Distribution

Publish Plan to BALANCEhub

Click Reports > BALANCEhub Settings from the side navigation menu to display the Publish Plan tab, which also provides access to tabs for User Settings and Email Users.

To let BALANCEhub "know" that the AAP and its reports are ready to be published to your organization's audiences , check off: Yes, allow HUB access. Then click [Save] .

Deactivate/Reactivate an Existing User

You can activate and deactivate access to plan results at any time on the Publish Plan tab.

User Settings

Add Users to Publish Groups

Navigate to BALANCEhub Settings > User Settings. Choose *[Add] from the lower toolbar, and enter"

• Email
• First Name
• Last Name

Select a Publish Group from the provided drop-down (e.g., All Reports, Primary Reports). Click [Add].

Cross-reference: If you are an Administrator and would like to create additional Publish Groups, see:BALANCEhub Publish Groups.

Once created, an account activation email can be sent to the user, with a link to log in to the system. The user will be able to select a password at that time. Users added here will also appear in the balanceWORKS and balanceAAP user lists.

Email Users

When you are ready for BALANCEhub users to view the completed reports, you can send an email with a link and login instructions.

Cross-reference: Email content can be developed, using: System Tools > Email Settings.

Select from the following email options:

• All Users – All BALANCEhub users will receive an email, even if they have already received one.
• Users that have not already received an email
• Users that have not viewed the reports – Any user that had received an email before, but has not yet logged on, will receive another email.

Click [Send Email] to send the message.

(System Administrators Only) Import Users

From an Excel File

Create an Excel file, containing a row for each user. The row must contain the Email address, First Name, Last Name, and (exact) Publish Group for each user.

Click [Import Data]. Select External Data, and click ]Next]. Select the file type in the drop-down. If your file does not contain headers (most will), span class="fa fa-check-square-o"> }}}, uncheck the box for: First Row Headers.

After selecting the file type, click [Browse], and find the file. Click [Open], to add the file to the Import list.

Under Match Table, select the file and sheet name that contains the user list. Under Match Fields, select the column in the Excel sheet that corresponds to the balanceAAP fields. The Email Address, First Name, and Last Name fields are required. Click [Next].

A page will appear, indicating the users being imported will be added to any already in the system. Click [Import Data] to initiate the process.

From an Existing balanceAAP Plan

After a list has been imported for one plan, you can import that list for another plan. Choose Existing Plan from the Import HUB Users page. Select the plan's Company, Establishment, and Plan from the drop-down, and click [Next]. Then click [Import Data].

Delete an Existing User from BALANCEhub Access

Check the box next to the user’s Email address entry, and click [Delete].

Note: The user will remain in the balanceAAP and balanceWORKS user list.

Balancehub Settings in a Master Plan

• After clicking [Add], and entering identifying information (as described above): Select the Plans for the User to Access.