Personal Hub (Web & Mobile) — Admin Setup Guide

Where to set this up

• Web & App → Hub & App Settings → Personal Hub Settings (labels, features, dashboard, events page, media page, self-managed profiles, and mobile app home view)
• Web & App → Hub & App Settings → Security & Access Settings (who can create accounts / whether invites are required)

Members reach the Hub at your subdomain: https://{subdomain}.connectioncard.net or https://{subdomain}.myhome.church. If not logged in they’ll land on the login page.

Contents

• 1) Turn the Personal Hub on & label it
• 2) Choose what appears for members
• 3) Events & Media defaults
• 4) Self-managed profiles
• 5) Mobile App Home
• 6) Security & Access (who can create accounts)
• 7) How members get in (rollout options)
• 8) Member Directory (quick link)
• 9) Permissions
• 10) Test checklist (before launch)
• Troubleshooting tips

1) Turn the Personal Hub on & label it

Personal Hub / Mobile App Enabled
Check to enable.

Personal Hub label
Choose Personal Hub or Church Hub, or enter a Custom Label, this is how the 

Group type labels (singular form)

• Departments/Ministries (e.g., “Ministry”)
• Small Groups (e.g., “Community Group”)
• Crews (e.g., “Crew" or "Work Team”)

These labels affect wording across the Hub/mobile app and public pages (not admin screens).

2) Choose what appears for members

Dashboard Highlights

Pick one:

• Disabled
• Three Upcoming Events
• First Three App Home Screen Elements
• First Two Rows of App Home Screen Elements

This will show a featured section across the top of the dashboard. 

Features (Menu vs Dashboard)

Enable what members should see:

• Groups
• Memberships
• Sponsorship Management (if your account uses Sponsorships)
• Events
• Gatherings
• Calendar
• Media
• Giving
• Pledge Tracking 
• Crew Schedule(s)

• A check under Menu adds it to the left nav in the Hub.
• A check under Dashboard surfaces it on the Hub home.
• Availability varies by your enabled modules/subscription.
• Donors with a recurring giving profile can always manage that gift through the Hub.

3) Events & Media defaults

Events Page Style: List View or Grid View

Optional:

• Emphasize Classes over Groups (this will in many places use the word "classes" rather than "groups". This option is typically only available if you are using the Membership module.)
• Group Gatherings with Events on Events Page (this will consolidate gatherings and events and include upcoming gatherings (meeting times) on the events page. 

Events / List View

Events / Grid View

Primary Media Page: Pick from your Media pages (list comes from your Media module).

4) Self-managed profiles

• Allow members to self manage their profiles (recommended)
• Automatically enable self managed accounts for new persons (optional)

This controls whether people can update their own profile info from the Hub.

5) Mobile App Home

App Home View options:

• Do Not Use App Home View
• Any App Home Views you’ve created
• Show Personal Hub Dashboard (mirrors the Hub dashboard in the mobile app)

Pick how the app’s home screen should behave for your members.

6) Security & Access (who can create accounts)

Navigate: Web & App → Hub & App Settings → Security & Access Settings

“Individuals in your database who have registered for an event or completed a donation online will always have access to set up a personal hub account.”

Controls:

• Invite Required for New Personal Hub Users (not recommended)
  If checked, only invite links can create accounts.
• Allow individuals who are not in your database to create an account
  If checked, anyone can create an account (email verified). Use with care.

Best-practice notes

• By default both boxes are unchecked. If a person’s email already exists in your database, they can create a Hub account without an invite.
• If you allow outside signups, they still won’t see the Member Directory unless they’re placed into an eligible classification. Ensure your default classification is not eligible for directory visibility.

7) How members get in (rollout options)

• Direct URL: share your subdomain ({subdomain}.connectioncard.net or {subdomain}.myhome.church).
• Send invites (recommended):
  • From a People list (batch action at the bottom of a list, or from a group roster after using Filters), select people → send invite.
  • Individually from a person’s profile under Organization Connection.
• Members who already registered for an event or gave online can also set up access from the login flow (email verification applies).

Age guidance: there’s no hard platform limit for Hub access. You can choose your policy (we suggest 16+), and note that minors cannot appear in the Member Directory (see Directory settings). The Hub has no messaging features and does not expose minors to the directory. If minors require hub access for scheduling purposes and do not have their own email address, we'd recommend using a parent's email address, but adding "+child_name" (for example: support+child@connectioncard.net). Most email providers will direct this to the primary account holder's email address (support@connectioncard.net), while keeping it separate for communication purposes. This does not require setting up a new email address - it piggyback's off the parent's existing address. 

8) Member Directory (quick link)

The directory is configured separately at Web & App → Hub & App Settings → Member Directory Settings (who’s included, opt-in contact details, exclusions, under-18 safeguards). See the dedicated Member Directory help guide and the Families & Households guide for how family/household ties affect display.

9) Permissions

Admins need access to Web & App → Hub & App Settings to configure the Hub, this requires the modify level or higher for the Basic Admin permission. (Module visibility for members depends on the modules enabled in your subscription and the toggles you check under Features.)

10) Test checklist (before launch)

1. Enable the Hub and set your labels.
2. Choose Dashboard Highlights and toggle the features you want on the Menu and/or Dashboard.
3. Set Events Page Style and Primary Media Page.
4. Decide on Self-managed profiles options.
5. Pick the Mobile App Home View (or “Show Personal Hub Dashboard”).
6. Review Security & Access: decide on invite-required and allow-outside-signups.
7. As an admin, open your subdomain URL and test:
   • Login flow
   • Dashboard layout
   • Menu items (Events, Groups, Media, Giving, Calendar, Gatherings, Crew Schedule[s])
   • Event list/grid behavior
8. Send a few invites and confirm the new-user experience.

Troubleshooting tips

• A feature isn’t showing for members: Check the Features table (Menu/Dashboard checkboxes) and whether the module is enabled for your org.
• Members can’t find the login: Verify you shared the correct subdomain URL.
• Member claims “I can’t make an account”: If Invite Required is on, they’ll need an invite. Otherwise ensure the email they enter matches what’s on their person record or allow outside signups (with the caveat above).
• Directory concerns: Configure eligibility and exclusions in Member Directory Settings. Under-18s are automatically excluded; only names of children can appear (on a parent) if the parent opts in to show children’s first names.
• Recurring givers: They can always manage their recurring gifts via the Hub once logged in, even if you've disabled giving from the personal hub dashboard or menu (in which case it'll be hidden for anyone who does not have an active or past gift).