SlideHub Deployment Guide: Steps & Considerations
Successful deployment of SlideHub requires collaboration between IT and Business stakeholders to ensure a smooth rollout. While IT handles the technical setup, business teams define how the tool fits into workflows and drive user adoption.
Business - the primary point(s) of contact within an organization responsible for adopting (and managing) SlideHub
IT - the main IT lead(s) with admin access to the Microsoft Admin Center and SharePoint, responsible for deploying and managing SlideHub within the organization from an IT perspective
This guide highlights the steps, key considerations , responsibilities, and best practices to ensure a successful deployment of SlideHub. While this serves as a standard framework, your specific needs may vary and require adjustments to the steps and considerations outlined here. Use the checklist below as a guide to ensure that you’ve covered all necessary steps for a successful rollout.
Our Customer Success team is more than happy to take you through these steps and help you launch SlideHub in partnership with you. You can book time with Customer Success HERE or contact them on success@slidehub.com
Before rolling out SlideHub, determine who in your organization will use it. While some companies decide to deploy it for the whole organization others only want to give access to specific users/groups. This is a joint effort between IT and business teams.
Business - should identify key users who need access
IT - should try to map the existing users defined by the Business to existing security groups, ensuring that access is granted to the appropriate individuals through the Microsoft Admin Center
Considerations:
Will SlideHub be available to all employees or only specific groups/teams?
SlideHub seamlessly integrates with PowerPoint, Word, Excel, and Outlook. IT teams should ensure the add-ins are deployed according to business requirements and grant access to the appropriate users who should get access to SlideHub.
There are two apps the IT team should deploy:
SlideHub for M365 (PowerPoint, Word, Excel) - https://appsource.microsoft.com/da-dk/product/office/WA200005701?tab=Overview
SlideHub for Outlook - https://appsource.microsoft.com/da-dk/product/office/WA200005693?tab=Overview
For a step-by-step guide and video tutorial on deploying SlideHub, visit the article How to install SlideHub Asset Platform for your organization (Instruction for IT teams)
Considerations:
Do you need to deploy the add-in for all Microsoft 365 tools or only a selected few?
Would you prefer to deploy it to a select group of users with manager rights to customize and populate the library before the full rollout to all users?
Determine how users will log into SlideHub. The best option depends on your organization's security policies and existing authentication systems. Users with admin rights can change the login method under the Security tab in Account Settings within the Manage view.
Allow all login types: Members of the organization can login with all available login methods as long as they can verify the relevant accounts
Email/Password only: Members can only login using their personal login credentials
Gsuite only: Members can only login using their Google login credentials
Office365 only: Members can only login using their Office login credentials
Only accept Single Sign On (SAML): Please contact customer success to get SSO enabled on your account (extra costs apply)
To learn more about the Global Account Settings read How can I edit my Global Account Settings?
Considerations:
What is your organization's security policy for user access?
Single Sign-On (SSO) enables more centralized control over who can access SlideHub and allows users to log in using their existing credentials, streamlining the login process and enhancing security. Integrating SSO with SlideHub can simplify user authentication and improve security by reducing the need for multiple passwords.
Directory Sync helps automate user access and group management by syncing SlideHub with your Microsoft 365 directory.
IT handles the technical setup
Business teams define user groups to ensure the right people have access
Please note that the SSO and Active Directory Sync come with additional monthly cost of 75 USD /month for the Directory Sync and/or 75 USD /month for the SSO.
Click here to learn more about the Active Directory Sync and SSO
By enabling a SharePoint backup, managers can sync their SlideHub libraries with their SharePoint accounts, this is a simple way to add an extra layer of protection to your assets saved in SlideHub. While it’s not required, this option allows you to easily restore your data if needed, helping to keep everything secure.
To configure the SharePoint backup, admin access to your company’s OneDrive account is required.
If you would like to set it up, please contact our Customer Success team to have it enabled for your organization, as it is not enabled by default.
Read more about setting it up: How SharePoint backup works
Once you've identified the users who should receive admin rights, send invitations to those individuals, ensuring they gain the necessary access to manage tasks on the SlideHub platform.
Learn more about inviting new users: How to invite more users to your company?
Learn more about team permissions and roles: How can I manage user permissions / roles?
Considerations:
Has IT deployed the tool for the selected admins?
To ensure a structured and manageable implementation, it’s essential to define your initial approach—what you want to use SlideHub for, how you plan to use it, and the end goal based on your company’s needs.
At SlideHub, we categorize implementation into four levels, allowing you to scale at your own pace. The higher the level you implement, the more value and efficiency you gain from SlideHub:
Level 1 - Off-the-Shelf Assets - Access a ready-to-use library of pre-designed assets to enhance efficiency
Level 2 - Basic templates - Utilize branded templates to maintain design consistency across presentations while streamlining content creation
Level 3 - Brand and productivity hub - Centralize all branded assets and templates in one place to reinforce brand compliance, improve workflow, and boost productivity
Level 4 - Automated Customization - Maximize efficiency with controlled automation, allowing teams to personalize presentations quickly and easily while maintaining brand consistency
See the slide below for a detailed breakdown of what each level entails:
By selecting the appropriate level of implementation, you can ensure a smooth transition while maximizing the value of SlideHub for your team.
Consideration:
What is your primary purpose for using SlideHub?
What goals do you want to achieve by deploying SlideHub for your team? For example, are you aiming for increased brand compliance or streamlined customization of proposals?
How much time are you and other admins willing to invest in managing and optimizing the platform?
Should we start with Level 1 or 2 for a quick launch to begin seeing value, and then progressively move towards Level 3 and 4 over the next few months?
Once SlideHub is deployed, the business team should configure the platform to align with their specific needs.
A few key setup steps:
Configure account and asset settings to align with company requirements
Populate the library with on-brand assets, such as templates, slides, images, icons, and more - Learn more about uploading slides to the library: How can I add slides to my company library?
Optionally, create Teams within SlideHub - Learn more about managing teams: How to manage Teams?
For more details on the setup process, refer to the article How to get started with SlideHub Asset Platform as an Admin?
Considerations:
Are your materials high-quality, brand-compliant, and up-to-date, aligning with your company’s branding standards?
Decide what type of assets you would like to upload into the library. For example, are you interested in uploading only slides, or would you like to include documents, images, icons, etc.?
Determine the library architecture with categories and tags
Would you like all users to have access to all materials, or would you prefer to create restrictions ("Chinese wall") and have specific teams with access to certain materials?
Are there any slides or materials you would like to lock, preventing end-users from editing them?
Would you like to apply placeholders to any of your slides or presentations, allowing end-users to customize them easily?
This customization ensures SlideHub supports existing workflows and maximizes adoption.
Users can be enabled or disabled from suggesting slides (and updates) through the platform, with admins and gatekeepers reviewing submissions. This allows the library to grow with user contributions while maintaining quality. It’s essential to define who can suggest slides and who is responsible for reviewing them, ensuring an efficient and structured process.
Learn more about how to manage Suggestions: How to manage Suggestions?
Learn more here about suggesting slides: How to suggest slides to the library?
Considerations:
Decide whether all users, no users, or only user with admin roles can submit suggestions
Assign responsible reviewers to streamline the approval process
Optionally, establish guidelines to ensure slide relevance and accuracy
After selecting the users who need access to the SlideHub account, send them invitations to ensure they have access to and can start using the platform.
Learn more about inviting new users: How to invite more users to your company?
Learn more about team permissions and roles: How can I manage user permissions / roles?
Considerations:
Has IT deployed the tool for all the relevant end-users?
Have you determined the roles and permissions users should have?
If you have teams, have you decided which users should be assigned to which teams? Should any of them be designated as team admins?
A successful rollout isn’t just about deployment—it’s about ensuring users understand and adopt SlideHub. A tool is only effective if people use it, so a structured onboarding process is essential for adoption.
IT handles any technical issues and ensures the users have access to SlideHub
The business team takes the lead on the onboarding process, ensuring it aligns with the organization’s needs and drives user adoption in collaboration with the SlideHub Customer Success (CS) team. They ensure the right users attend the appropriate sessions and communicate any unique needs or specific requirements to the CS team for a more tailored onboarding experience.
Admin onboarding is more in-depth and focuses on the backend management of SlideHub. Account managers are responsible for overseeing user access, organizing assets, and maintaining an up-to-date, on-brand, and compliant asset library.
Admin onboarding typically lasts 1 hour or longer, depending on the company’s needs. Multiple sessions can be scheduled based on the number of admins and specific requirements.
Considerations:
Would you like to assign specific tasks to admins, such as having some manage and update assets while others focus on slide suggestions?
Would you like to train admins on how to onboard end-users themselves?
Would you prefer the onboarding session to be 1 hour, or would you like a more in-depth, extended session?
Is there anything specific you'd like to highlight during the session, such as a particular slide or presentation everyone should be aware of, and how to locate it?
Would you like your team to receive automated onboarding emails, or would you prefer to handle the communication differently?
Should we conduct dedicated onboarding sessions for certain teams and/or their managers?
The goal of end-user onboarding is to ensure your team knows how to access and make the most of SlideHub’s features, streamlining their document creation process. The aim is to empower them to use the platform efficiently, boosting their productivity and workflow.
The end-user onboarding typically consists of one 30-minute session, but additional sessions can be arranged based on the number of users and the company's specific needs.
Considerations:
Are there specific features you’d like the onboarding session to focus on more heavily?
Do you have a particular way you’d like users to interact with the platform that may differ from standard usage?
Is there a specific use case or workflow you’d like us to demonstrate during the session?
Would you prefer the onboarding session to be 30 minutes, or would you like a more in-depth, extended session?
Is there anything specific you'd like to highlight during the session, such as a particular slide or presentation everyone should be aware of, and how to locate it?
Would you like your team to receive automated onboarding emails, or would you prefer to handle the communication differently?
Should we conduct dedicated onboarding sessions for certain teams and/or their managers?
Once everything is set and your needs have been communicated to your SlideHub Customer Success representative, the next step is to send separate invitations: one for the account managers to attend the Manager Onboarding session, and another for the end users to join the End User Onboarding session.
A structured offboarding process ensures that departing users no longer have access to SlideHub, while protecting the integrity of stored assets.
Considerations and recommendations:
Define a process for revoking access when an account manager or end user leaves the organization
Determine whether their permissions need to be transferred to another user - This is especially crucial when an account owner leaves the organization (Business effort)
Ensure compliance with security policies by promptly removing access and deleting users from the SlideHub platform. To delete a user, go to the Manage View, select User Settings, choose the user you want to remove, scroll down to the Delete Account section, and click Delete User
If using Directory Sync, verify that deactivated users are automatically removed from SlideHub
Hosting regular refresher sessions can enhance engagement, keep users updated, and ensure they fully benefit from SlideHub.
Best practices:
Host quarterly refresher sessions to share new features and best practices
Gather user feedback to improve their experience
Considerations:
What is the ideal frequency of recap sessions (quarterly, biannually, etc.) based on user needs and feedback?
Before each session, identify key focus areas for the SlideHub CS representative to cover, ensuring the content is relevant and valuable for users
Would you like to schedule a refresher session or onboarding? Reach out to Customer Success team at success@slidehub.com
Successfully deploying SlideHub involves collaboration between IT and business teams. By clearly defining roles, responsibilities, and setting up the right processes, organizations can ensure a smooth, efficient, and effective deployment. This guide provides a clear roadmap to help you get started, but keep in mind that each organization’s needs may vary, so feel free to adjust the process accordingly. A well-executed deployment leads to high adoption, greater productivity, and a seamless integration of SlideHub into your company’s workflows.
If you have further questions, please don't hesitate to reach out. You can book time with Customer Success HERE or contact them on success@slidehub.com
If you're a future admin, check out this article to learn how to get started with the SlideHub Asset Platform and discover how to effectively manage SlideHub
Business - the primary point(s) of contact within an organization responsible for adopting (and managing) SlideHub
IT - the main IT lead(s) with admin access to the Microsoft Admin Center and SharePoint, responsible for deploying and managing SlideHub within the organization from an IT perspective
This guide highlights the steps, key considerations , responsibilities, and best practices to ensure a successful deployment of SlideHub. While this serves as a standard framework, your specific needs may vary and require adjustments to the steps and considerations outlined here. Use the checklist below as a guide to ensure that you’ve covered all necessary steps for a successful rollout.
Our Customer Success team is more than happy to take you through these steps and help you launch SlideHub in partnership with you. You can book time with Customer Success HERE or contact them on success@slidehub.com
1. Define who needs access to SlideHub within your organization - joint Business and IT effort
Before rolling out SlideHub, determine who in your organization will use it. While some companies decide to deploy it for the whole organization others only want to give access to specific users/groups. This is a joint effort between IT and business teams.
Business - should identify key users who need access
IT - should try to map the existing users defined by the Business to existing security groups, ensuring that access is granted to the appropriate individuals through the Microsoft Admin Center
Considerations:
Will SlideHub be available to all employees or only specific groups/teams?
2. Deploy SlideHub add-ins in PowerPoint, Word, Excel, and Outlook - IT effort
SlideHub seamlessly integrates with PowerPoint, Word, Excel, and Outlook. IT teams should ensure the add-ins are deployed according to business requirements and grant access to the appropriate users who should get access to SlideHub.
There are two apps the IT team should deploy:
SlideHub for M365 (PowerPoint, Word, Excel) - https://appsource.microsoft.com/da-dk/product/office/WA200005701?tab=Overview
SlideHub for Outlook - https://appsource.microsoft.com/da-dk/product/office/WA200005693?tab=Overview
For a step-by-step guide and video tutorial on deploying SlideHub, visit the article How to install SlideHub Asset Platform for your organization (Instruction for IT teams)
Considerations:
Do you need to deploy the add-in for all Microsoft 365 tools or only a selected few?
Would you prefer to deploy it to a select group of users with manager rights to customize and populate the library before the full rollout to all users?
3. Choose a login/authentication method - IT effort
Determine how users will log into SlideHub. The best option depends on your organization's security policies and existing authentication systems. Users with admin rights can change the login method under the Security tab in Account Settings within the Manage view.
Allow all login types: Members of the organization can login with all available login methods as long as they can verify the relevant accounts
Email/Password only: Members can only login using their personal login credentials
Gsuite only: Members can only login using their Google login credentials
Office365 only: Members can only login using their Office login credentials
Only accept Single Sign On (SAML): Please contact customer success to get SSO enabled on your account (extra costs apply)
To learn more about the Global Account Settings read How can I edit my Global Account Settings?
Considerations:
What is your organization's security policy for user access?
4. (Optional) Set up Single Sign-On (SSO) and/or Active Directory Sync - joint Business and IT effort
Single Sign-On (SSO) enables more centralized control over who can access SlideHub and allows users to log in using their existing credentials, streamlining the login process and enhancing security. Integrating SSO with SlideHub can simplify user authentication and improve security by reducing the need for multiple passwords.
Directory Sync helps automate user access and group management by syncing SlideHub with your Microsoft 365 directory.
IT handles the technical setup
Business teams define user groups to ensure the right people have access
Please note that the SSO and Active Directory Sync come with additional monthly cost of 75 USD /month for the Directory Sync and/or 75 USD /month for the SSO.
Click here to learn more about the Active Directory Sync and SSO
5. (Optional) Configure SharePoint backup - IT effort
By enabling a SharePoint backup, managers can sync their SlideHub libraries with their SharePoint accounts, this is a simple way to add an extra layer of protection to your assets saved in SlideHub. While it’s not required, this option allows you to easily restore your data if needed, helping to keep everything secure.
To configure the SharePoint backup, admin access to your company’s OneDrive account is required.
If you would like to set it up, please contact our Customer Success team to have it enabled for your organization, as it is not enabled by default.
Read more about setting it up: How SharePoint backup works
6. Send invitations to users to join the platform as Managers - Business effort
Once you've identified the users who should receive admin rights, send invitations to those individuals, ensuring they gain the necessary access to manage tasks on the SlideHub platform.
Learn more about inviting new users: How to invite more users to your company?
Learn more about team permissions and roles: How can I manage user permissions / roles?
Considerations:
Has IT deployed the tool for the selected admins?
7. Determine the initial level of implementation of SlideHub - Business effort
To ensure a structured and manageable implementation, it’s essential to define your initial approach—what you want to use SlideHub for, how you plan to use it, and the end goal based on your company’s needs.
At SlideHub, we categorize implementation into four levels, allowing you to scale at your own pace. The higher the level you implement, the more value and efficiency you gain from SlideHub:
Level 1 - Off-the-Shelf Assets - Access a ready-to-use library of pre-designed assets to enhance efficiency
Level 2 - Basic templates - Utilize branded templates to maintain design consistency across presentations while streamlining content creation
Level 3 - Brand and productivity hub - Centralize all branded assets and templates in one place to reinforce brand compliance, improve workflow, and boost productivity
Level 4 - Automated Customization - Maximize efficiency with controlled automation, allowing teams to personalize presentations quickly and easily while maintaining brand consistency
See the slide below for a detailed breakdown of what each level entails:
By selecting the appropriate level of implementation, you can ensure a smooth transition while maximizing the value of SlideHub for your team.
Consideration:
What is your primary purpose for using SlideHub?
What goals do you want to achieve by deploying SlideHub for your team? For example, are you aiming for increased brand compliance or streamlined customization of proposals?
How much time are you and other admins willing to invest in managing and optimizing the platform?
Should we start with Level 1 or 2 for a quick launch to begin seeing value, and then progressively move towards Level 3 and 4 over the next few months?
8. Customize the SlideHub account based on the initial level of implementation goals - Business effort
Once SlideHub is deployed, the business team should configure the platform to align with their specific needs.
A few key setup steps:
Configure account and asset settings to align with company requirements
Populate the library with on-brand assets, such as templates, slides, images, icons, and more - Learn more about uploading slides to the library: How can I add slides to my company library?
Optionally, create Teams within SlideHub - Learn more about managing teams: How to manage Teams?
For more details on the setup process, refer to the article How to get started with SlideHub Asset Platform as an Admin?
Considerations:
Are your materials high-quality, brand-compliant, and up-to-date, aligning with your company’s branding standards?
Decide what type of assets you would like to upload into the library. For example, are you interested in uploading only slides, or would you like to include documents, images, icons, etc.?
Determine the library architecture with categories and tags
Would you like all users to have access to all materials, or would you prefer to create restrictions ("Chinese wall") and have specific teams with access to certain materials?
Are there any slides or materials you would like to lock, preventing end-users from editing them?
Would you like to apply placeholders to any of your slides or presentations, allowing end-users to customize them easily?
This customization ensures SlideHub supports existing workflows and maximizes adoption.
9. Define the slide Suggestion process and access permissions - Business effort
Users can be enabled or disabled from suggesting slides (and updates) through the platform, with admins and gatekeepers reviewing submissions. This allows the library to grow with user contributions while maintaining quality. It’s essential to define who can suggest slides and who is responsible for reviewing them, ensuring an efficient and structured process.
Learn more about how to manage Suggestions: How to manage Suggestions?
Learn more here about suggesting slides: How to suggest slides to the library?
Considerations:
Decide whether all users, no users, or only user with admin roles can submit suggestions
Assign responsible reviewers to streamline the approval process
Optionally, establish guidelines to ensure slide relevance and accuracy
10. Invite users to the platform and assign them the correct roles and permissions - Business effort
After selecting the users who need access to the SlideHub account, send them invitations to ensure they have access to and can start using the platform.
Learn more about inviting new users: How to invite more users to your company?
Learn more about team permissions and roles: How can I manage user permissions / roles?
Considerations:
Has IT deployed the tool for all the relevant end-users?
Have you determined the roles and permissions users should have?
If you have teams, have you decided which users should be assigned to which teams? Should any of them be designated as team admins?
11. Determine onboarding process for Account managers and End-users - Business effort
A successful rollout isn’t just about deployment—it’s about ensuring users understand and adopt SlideHub. A tool is only effective if people use it, so a structured onboarding process is essential for adoption.
IT handles any technical issues and ensures the users have access to SlideHub
The business team takes the lead on the onboarding process, ensuring it aligns with the organization’s needs and drives user adoption in collaboration with the SlideHub Customer Success (CS) team. They ensure the right users attend the appropriate sessions and communicate any unique needs or specific requirements to the CS team for a more tailored onboarding experience.
Account Manager Onboarding
Admin onboarding is more in-depth and focuses on the backend management of SlideHub. Account managers are responsible for overseeing user access, organizing assets, and maintaining an up-to-date, on-brand, and compliant asset library.
Admin onboarding typically lasts 1 hour or longer, depending on the company’s needs. Multiple sessions can be scheduled based on the number of admins and specific requirements.
Considerations:
Would you like to assign specific tasks to admins, such as having some manage and update assets while others focus on slide suggestions?
Would you like to train admins on how to onboard end-users themselves?
Would you prefer the onboarding session to be 1 hour, or would you like a more in-depth, extended session?
Is there anything specific you'd like to highlight during the session, such as a particular slide or presentation everyone should be aware of, and how to locate it?
Would you like your team to receive automated onboarding emails, or would you prefer to handle the communication differently?
Should we conduct dedicated onboarding sessions for certain teams and/or their managers?
End User Onboarding
The goal of end-user onboarding is to ensure your team knows how to access and make the most of SlideHub’s features, streamlining their document creation process. The aim is to empower them to use the platform efficiently, boosting their productivity and workflow.
The end-user onboarding typically consists of one 30-minute session, but additional sessions can be arranged based on the number of users and the company's specific needs.
Considerations:
Are there specific features you’d like the onboarding session to focus on more heavily?
Do you have a particular way you’d like users to interact with the platform that may differ from standard usage?
Is there a specific use case or workflow you’d like us to demonstrate during the session?
Would you prefer the onboarding session to be 30 minutes, or would you like a more in-depth, extended session?
Is there anything specific you'd like to highlight during the session, such as a particular slide or presentation everyone should be aware of, and how to locate it?
Would you like your team to receive automated onboarding emails, or would you prefer to handle the communication differently?
Should we conduct dedicated onboarding sessions for certain teams and/or their managers?
Once everything is set and your needs have been communicated to your SlideHub Customer Success representative, the next step is to send separate invitations: one for the account managers to attend the Manager Onboarding session, and another for the end users to join the End User Onboarding session.
12. (Optional) Establish offboarding process for account managers and end users – joint Business and IT effort
A structured offboarding process ensures that departing users no longer have access to SlideHub, while protecting the integrity of stored assets.
Considerations and recommendations:
Define a process for revoking access when an account manager or end user leaves the organization
Determine whether their permissions need to be transferred to another user - This is especially crucial when an account owner leaves the organization (Business effort)
Ensure compliance with security policies by promptly removing access and deleting users from the SlideHub platform. To delete a user, go to the Manage View, select User Settings, choose the user you want to remove, scroll down to the Delete Account section, and click Delete User
If using Directory Sync, verify that deactivated users are automatically removed from SlideHub
13. (Optional) Plan recap & refresher sessions - Business effort
Hosting regular refresher sessions can enhance engagement, keep users updated, and ensure they fully benefit from SlideHub.
Best practices:
Host quarterly refresher sessions to share new features and best practices
Gather user feedback to improve their experience
Considerations:
What is the ideal frequency of recap sessions (quarterly, biannually, etc.) based on user needs and feedback?
Before each session, identify key focus areas for the SlideHub CS representative to cover, ensuring the content is relevant and valuable for users
Would you like to schedule a refresher session or onboarding? Reach out to Customer Success team at success@slidehub.com
A Smooth Deployment Leads to Stronger Adoption
Successfully deploying SlideHub involves collaboration between IT and business teams. By clearly defining roles, responsibilities, and setting up the right processes, organizations can ensure a smooth, efficient, and effective deployment. This guide provides a clear roadmap to help you get started, but keep in mind that each organization’s needs may vary, so feel free to adjust the process accordingly. A well-executed deployment leads to high adoption, greater productivity, and a seamless integration of SlideHub into your company’s workflows.
If you have further questions, please don't hesitate to reach out. You can book time with Customer Success HERE or contact them on success@slidehub.com
If you're a future admin, check out this article to learn how to get started with the SlideHub Asset Platform and discover how to effectively manage SlideHub
Updated on: 02/12/2025
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