The Hudu admin area is accessible ONLY to admins and super admin users within your organization.
Introduction
Groups allow you to organize users and apply permissions to information; ultimately, giving you the ability to restrict what your Hudu users' are allowed to view. Restrictions can be placed upon almost anything within Hudu and can be configured at a client level (i.e. restricting a group from certain client spaces completely), at a feature level(i.e. restricting passwords section or entire asset layouts), or at an individual level (i.e. restricting an individual password or KB article from a group).
It is typically recommended to add users to a security group upon user creation, due to the fact that groups:
- Help organize users into units that will share the same permissions within your environment;
- Apply access restrictions to the entire group(s), as opposed to configuring each user's access level individually;
- Easily remove an entries group's access to anything stored within Hudu.
Only user roles of a spectator, author, and editor can be added to security groups; for additional information, visit our User Management article.
Guides
Creating Security Groups
Creation and updating of security groups are restricted to admin and/or super user roles.
- Navigate to your admin area using your Hudu Toolbar, and click on the Security Groups section.
- From this window, on the left-hand side of the screen, you'll be able to name the security group; as well as choose to enforce some common restrictions immediately upon group creation. These include:
-
- Switch default to Allow list
- The group starts with no access to client spaces.
- Tailor dashboard to Client
- Removes dashboard widgets like Documentation Quality, Integrations, and Overall Process Completion for better external sharing.
- Remove access to Global KB
- Disallows access to Global KB articles and the Global KB header navigation element.
- Remove access to Personal Vaults (My Vault)
- Removes the ability for users to store personal passwords in the My Vault section.
- Remove access to Share
- Removes the ability for users to share articles, processes, and passwords.
- Remove access to Client Passwords
- Removes the ability to access and store passwords in Clients.
- Remove access to Agreements
- Removes the ability for users to view agreements.
- Switch default to Allow list
Setting Up Restrictions
This section will cover the additional restrictions that can be placed upon a group after creation; this includes removing access to abilities and features, as well as restricting individual items from groups (i.e. removing access to a single password or asset page).
- Navigate to the Hudu admin area >> Groups >> and into an existing security group.
- Overview
- Provides quick glance into group abilities and restrictions placed upon the group.
- Set Group Users
- Choose to add or update users in the security group.
- Set Client Access:
- Select how you'd like client access to default for the group:
- Allow list: Group will only have access to the clients that you allow; all other client spaces will be hidden.
- Deny list: Group will have access to all client spaces; except for the ones that you deny.
- Select how you'd like client access to default for the group:
- Set Login Schedule
- Choose to set restrictions on when a group can access your Hudu environment. Set days of the week or times of the day that they're allowed in.
- Set Other Restrictions
- Choose to restrict a group's abilities or restrict them from custom asset layouts.
- Groups can be restricted from certain abilities (access to personal password vault, global KB, client passwords' section, etc.);
- Groups can also be restricted from viewing selected custom asset layouts;
- This removes the groups' ability to view the entire asset layout, across all client spaces that the group is allowed to access.
- Choose to restrict a group's abilities or restrict them from custom asset layouts.
- Restricting Individual Items
- Nearly everything stored within Hudu comes equipped with our Manage feature; allowing the ability to restrict individual items from security groups.
- Navigate to an individual item within Hudu (password, KB article, asset, etc.) and select Manage in the top right-hand corner.
- Select Change Group Access under the Restrict category.
- Choose which security group you’d like to prevent from accessing the selected item.
- Nearly everything stored within Hudu comes equipped with our Manage feature; allowing the ability to restrict individual items from security groups.
- Overview