Overview
Set publishing defaults, workflow states, audience-provider discovery, placements, time zone, and integration permissions.
Prerequisites
- EngagementHub installed and licensed in the workspace
- At least one publishing role available
- Optional provider apps installed, such as PeopleGraph, ProspectLayer, AccessGuard, or HomeBridge
Permissions required
Steps (6)
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1
Open workspace settings
Go to EngagementHub → Settings and confirm the workspace time zone, default language, date format, content retention, and publishing defaults.
Tips
Validation
- The selected time zone is used by the publication calendar and event dates.
Success criteria
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2
Configure editorial workflow
Choose the enabled states and transitions: draft, under review, changes requested, approved, scheduled, published, paused, expired, and archived. Assign who may approve and publish.
Tips
- Keep approval and publishing permissions separate where governance matters.
Validation
- A user without publish permission cannot move approved content directly to published.
Success criteria
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3
Configure customer placements
Enable the placements available to editors, including customer home feed, news, events, promotions, homepage banner, project detail, assigned-property page, popup, notification centre, and featured carousel.
Tips
Validation
Success criteria
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4
Discover audience-capable apps
Ask the platform for installed apps that declare audience-provider capability. Enable only the providers approved for this workspace. EngagementHub does not copy provider catalogs into a new broker.
Tips
Validation
Success criteria
- PeopleGraph, ProspectLayer, AccessGuard, HomeBridge, or other compatible providers appear as selectable sources when installed.
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5
Configure integration access
Grant direct controller access for provider segment catalog, parameter metadata, preview, and snapshot operations. Configure ProjectBoard lookup, FileVault file references, and delivery handoffs.
Tips
Validation
- A provider catalog can be loaded and a harmless preview request succeeds.
Success criteria
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6
Save and run readiness checks
Run EngagementHub readiness checks for permissions, provider discovery, cron availability, event declarations, storage references, and customer feed endpoints.
Tips
Validation
Success criteria
- The workspace reports ready or lists specific configuration issues to resolve.
About this guide
EngagementHub gives organizations one governed backend for news, announcements, events, promotions, and coordinated campaigns. A shared content engine keeps titles, summaries, bodies, media, categories, tags, calls to action, related records, placements, visibility, and publication status consistent across every content type.
Teams can plan campaigns around a business objective, connect news, announcements, events, promotions, and communication instructions, then move content through draft, review, approval, scheduling, publication, expiry, and archive states. Events support registration, capacity, waitlists, approvals, reminders, check-in, attendance, feedback, and follow-up. Promotions support eligibility, claims, redemption, limits, terms, and automatic expiry.
Audience targeting uses the platform pattern already shared by PeopleGraph and ProspectLayer. EngagementHub discovers installed apps that declare audience-provider capability, requests each app’s segment catalog, collects any required segment parameters, previews the match, and asks the selected source app to create a frozen snapshot. AccessGuard can expose account segments, HomeBridge can expose parameterized property audiences, PeopleGraph can expose tags, and ProspectLayer can expose lists. EngagementHub never needs direct knowledge of another app’s database.
ProjectBoard supplies project truth, FileVault supplies secure files, HomeBridge exposes the customer experience, AccessGuard handles identity and in-app notification records, EmailHub sends email, and PulseGate sends SMS, WhatsApp, and voice. EngagementHub owns the content, campaign plan, audience reference, schedule, publication lifecycle, and performance record.