How to Handle Multiple Client Locations

Many times, a single client's IT infrastructure may span across multiple locations, properties, or divisions. Hudu has two main ways of managing multiple client locations; depending on how you originally chose to structure your documentation (Hudu admin >> General).
 
In this article, we’ll talk about these two main ways; which would be:
 
  • Parent/child relationships.
  • Utilizing Asset Layouts.

 

Guides

Parent/Child Relationships

Upon creation of a “space”, one selection you can designate would be Parent company/space (the term will follow how you chose to structure your documentation). By designating a parent space, you are essentially linking the two companies together; therefore providing easy links between two (or more) of your Hudu spaces.
 
Child_Company.png

 

How to use

  • Navigate to the client space that you’d like to associate a parent with, or to the client/company page to create a new space.
  • Click the Edit button (if editing an existing space); OR ((+ New client)).
  • In the Parent Client field, search for the parent client you would like to associate it with.
  • Click the Update Client button.

 

Use Cases & Additional Info

  • This method is best when the data between clients is very loosely associated.
    • For example, if you have a client that is a franchise where most of the data between locations (computers, people, networks) are completely separate and unique.
  • Companies/clients related via the parent/child relationship will have completely separate interfaces (spaces) within Hudu for keeping their information separate.
  • Parent/child company spaces will have separate external sharing portals, and end-users for each will need to be configured to access their respective allowed space.

 

Using Asset Layouts

1.png

 

How to use

  • Navigate to the Hudu admin area >> Asset Layouts.
  • Create a new asset layout called Locations or Sites (or really, whatever makes the most sense for your needs).
  • Add fields for information such as Address, Primary Contact, Site Description, etc.
  • Optionally, turn off passwords and files in the Edit Asset Layout option if you’d like to disable these items for this asset layout.
  • Within each company, navigate to the newly created Locations asset layout.
  • Create a few location assets with names and addresses like:
    • Primary Location
    • Secondary Location
    • Elizabeth St. Branch
    • Location #4
    • etc.
  • Now, when other assets are added, they can be related to the correct location.
  • By navigating back to the location's asset layout at any point; you can view all of that particular location’s related assets.

 

Use Cases & Additional Info

  • This method is best when the data between clients is very tightly associated.
    • For example, if you have a client with multiple locations that share much of the same information; such as computers, people, networks, devices, etc.
  • By organizing multiple locations/sites this way; each location’s information will remain inside of a single space. This means that, if using the external share portal features, all information would be shared to a single external share portal.

    For additional information, visit our Assets and Asset Layout articles.

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