Courses & Certifications

Course

1

Hub for ReOps: Set Up and Onboarding

7 lessons | 1h30 to complete

Course Creators:

Justin Takeuchi

Begin the course >

Who is this course for?

New Research Hub users
Research Ops Leaders
Researchers with ReOps responsibilities

What you’ll learn:

What to expect from the Research Hub implementation process
How to set up Hub basics—including branding, payment methods, security reviews, domains, and defaults
How to prepare for a fool-proof rollout for the rest of your team

Overview of Hub Onboarding

Learn what to expect during the implementation process and specific milestones to aim for in your first 60 days.

Last updated: Dec 04, 2024 | Duration: 3 mins

Adding Payment Methods

How to set up approved payment methods for your team to use as incentives.

Last updated: Dec 04, 2024 | Duration: 5mins

Assigning Roles & Permissions

An overview of permissions for different role teams and how to assign the appropriate roles and permissions for your team.

Last updated: Aug 26, 2025 | Duration: 5mins

Setting Up Branding & Templates

Customize branding and templates for your team.

Last updated: Aug 26, 2025 | Duration: 6 mins

Launching Your First Project

Launch your first project with Research Hub.

Last updated: Dec 04, 2024 | Duration: 8mins

Onboarding & Training Your Team

Get ready for an effective training and onboarding program for your research team.

Last updated: Dec 04, 2024 | Duration: 8mins

Looking Ahead: Intro to Panel Building

Get context and introductory tips for preparing to build and maintain your own research panel.

Last updated: Dec 04, 2024 | Duration: 6 mins

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