Pre-Launch Tips : Administrative Checklist

Review your Settings

• Clusters (User Segments): Have clusters been added and are the correctly assigned to users (if appropriate)?
• Roles: Are Roles clearly defined? Are Membership Types correctly set up to build on these roles (if appropriate)
• User Profile: Have all data fields (standard and custom fields) been customized for your community needs? Did you chose to change the user profile default picture?

User Journey:

• Preview "Signup" (if appropriate) and "Account Activation Form" details in advance of launching. Did you include a customized message at the top?
• Are Terms and Conditions and the Privacy Policy set on the Activation Form? Do you also link to these texts from your Public Page Footer ?
• Create a brand new test user and review the whole user journey one more time. Change the role of this test user to verify if all access rights display as expected.

Branding:

• Review all branding for Public Homepage, Front Office and Groups
• Preview Public Homepage and verify all desired modules (for public viewing) are activated.
• Footer:​ Verify all contact and footer details have been added. Partners:​ check partner details and links

Technical Tasks:

• Custom Domain: Is your Custom URL active already? When is your website SSL certificate set to expire? (add a calendar reminder!)
• SSO: Will you use a Facebook, Google or LinkedIn as Single-Sign-On option or have you integrated your own SSO workflow (Add-on option). Is it working correctly?
• If not done yet, update SPF to ensure Hivebrite invites hit as many users emails as possible
• Would you like to add Google Analytics? (Connect Tracker under Customization => Social Media)
• If you are using the Payments option, ensure your Stripe details have been integrated & activated
• Are your SEO Keywords set (Opportunities, News, Events modules have SEO settings)
• Will you be using the Integrated Zoom feature for Virtual Events? (Setup done?)