Groups & Restrictions

    The Hudu admin area is accessible ONLY to admins and super admin users within your organization.

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.



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.


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.
    • 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.
    • 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.
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