Your Hudu Environment

This article introduces the main functions and features of your Hudu environment — both at the company-wide level and inside an individual space. Use it as a map of where things live and what each area does, then follow the linked articles for step-by-step detail on any feature.

    New to Hudu? Start with Welcome and Key Concepts for a foundational understanding of the product.

Guides

Your environment is made up of non-space-specific navigation (the dashboard and toolbar, visible everywhere) and individual client spaces (where all documentation lives). The sections below cover how to move around both.

The Hudu dashboard

The Hudu dashboard gives you a quick glance at important information and provides navigation pathways to your content. It's the first page you land on after logging in, and you can return to it at any time by clicking your logo in the top-left corner of any page.

The dashboard is customizable per user — you can change the background, rearrange or toggle categories on and off, pin favorites, and surface recent items and upcoming expirations to fit your workflow.

Dashboard categories

My Favorites

Lets each user 'pin' specific items for easy navigation. Clients and other content can be added or removed at any time. Specific to each Hudu user.

My Most Visited

Frequently accessed content populates here automatically for quick access to popular clients, KB articles, passwords, and more. Specific to each Hudu user.

My Recents

Recently accessed content auto-populates here. Specific to each Hudu user.

Expiring Soon

Surfaces items with an upcoming expiration date so you can stay ahead of renewals. The number of days in advance that items appear here is set per user under Edit profile >> Expiration notifications trigger days.

Activity Feed

Shows what content each employee (and any guests with access) has been viewing and when, providing an extra layer of security oversight. Viewable to admins and super admins only.

Stats

Company-wide statistics highlighting which documentation tools you're using and how much — active clients, KB articles, assets, and more. Available to all Hudu users in your company.

Documentation Quality

Automatically rates each client on a 1–5 scale based on how complete their documentation is across categories. Available to all Hudu users in your company.

Integrations

Shows your active and inactive integrations, the next upcoming re-sync time, and lets you quickly identify when an integration isn't running successfully. Available to all Hudu users in your company.

My Tasks

Surfaces tasks within processes that have been assigned to you, so you can track your outstanding work at a glance.

Recently Flagged

Keeps track of assets that have had a new flag added.

The Hudu toolbar

The Hudu toolbar sits at the top of every page and is your primary navigation tool through the environment. From it you can reach:

  • The client list.
  • The central knowledge base.
  • Your My Vault.
  • Global view of assets, passwords, and more.
  • The Hudu admin area (admins only).
  • The search bar and its capabilities.
  • Your recent history.
  • A quick view of Expiring Soon items.
  • The re-sync feature (when active integrations exist).
  • Send Secure Note, to send a zero-knowledge encrypted message.
  • Options to customize your profile.

   Your available toolbar options may be limited by your user role and the security permissions applied to you or your security group.

Working inside a space

A space is an individual client/company interface. Every space is organized identically (standardized cross-client), but the information stored in a space relates only to that space. All of a space's tools live on the left-hand sidebar, grouped under Core and Other.

The Home (Overview) page

Clicking into a space lands you on its Overview page — a dashboard summarizing that specific client. From here you can view and track basic client information and quick notes, manage ongoing onboarding processes, and see space-specific versions of familiar dashboard categories:

  • My Recents — recently accessed items within this space.
  • My Most Visited — frequently accessed items within this space.
  • Activity Feed — who accessed what, and when, within this space (admins and super admins only).

The Home page also provides access to the space's Museum (archive), Related Items, and External Portal.

Company Switcher

The company switcher lets you move between the same page across all your companies from a single place, so you can stay focused and keep your flow without navigating back out to the client list.

Tools

Each space comes with a standardized set of documentation tools. Expand each item below for an overview, and follow the linked article for full detail.

Client Museum

An archive for old or inactive client information — each space has its own, accessed from the Museum tab on the Home page. Archived items keep all of their relationships (even to still-active content) and are organized by type: assets, processes, articles, websites, passwords, networks, VLANs, VLAN zones, racks, and expirations. Museums also exist for your global client list and central KB, within their respective tabs.

    Visit Museum for additional information on archiving.

Password management

Create, organize, and protect client passwords, and share them securely back to the client when needed. Includes password folders and tags for organizing and restricting access, password and TOTP generation, PWNED counts, an easy-read view with NATO-phonetic spellings, and secure sharing options. Technicians can also store personal passwords in My Vault (accessed from the toolbar; subject to group restrictions).

    Visit Password Manager for additional information on managing passwords.

Process management

Processes are checklists that standardize how tasks are done and serve as quick-reference instructions. Build them globally as process templates (in Admin) to reuse across clients, or designate a client process as a template for repeated use within one client. Processes also offer real-time status report links, a WYSIWYG step editor, per-step completion notes, and printable versions.

    Visit Processes for additional information on building and running processes.

Knowledge base libraries

KB articles serve as how-tos, troubleshooting guides, and reference material for both internal use and clients. Hudu offers a KB library specific to each client, plus a central KB for global articles. Articles can be linked to assets, passwords, processes, or websites to build a connected database of shared knowledge.

    Visit Knowledge Base for additional information on creating and managing articles.

Website & SSL monitoring

Provide a URL and Hudu pulls in public WHOIS information to help track website status, domain (name) expirations, and SSL certificate expirations. Websites can be linked via related items to other websites, passwords, assets, or KB articles, and their expirations are tracked automatically in the client's expiration category.

    Visit Websites for additional information on website monitoring.

Expiration tracking

Automatically tracks the domain and SSL certificate expirations of any website added in the same space. Expirations can also be created manually for KB articles or to track any date on an asset.

    Visit Expirations for additional information on expiration tracking.

Photos

A centralized place in each space to view, manage, and upload client photos — site photos, equipment images, whiteboards, cabling layouts, and any other visual context that supports troubleshooting. Pin important photos to keep them at the front, and switch between grid and list views. Found under the Photos module on the left-hand sidebar.

    Visit Photo Gallery for additional information on managing photos.

Rack management

Document and visualize physical rack layouts for client environments — track installed devices, rack units, and placement to maintain an accurate picture of on-site infrastructure. Link rack devices to their Hudu assets, track power utilization, mark reservations, and print rack layouts. Found under Racks on the left-hand sidebar.

    Visit Rack Management for additional information on documenting racks.

IP address management (IPAM)

A structured way to track and manage IP address usage across client networks. Document networks (CIDR blocks), nest subnets under parent networks, assign statuses to individual IPs (assigned, unassigned, reserved, deprecated), and associate addresses with assets or FQDNs to reduce conflicts and improve network visibility.

    Visit IP Address Management (IPAM) for additional information on managing IP space.

Assets & asset layouts

Asset layouts are customizable, cross-client "categories" that structure how you store documentation — build from a Hudu template or from scratch. Once activated, a layout appears on the left-hand sidebar (under Other) in every space. An asset is any item stored within a layout (a contact, a desktop, a network device, and so on), organized using fields and cards, and linkable to passwords, processes, credentials, and more.

    Visit Asset Layouts and Assets for additional information.

External sharing

Hudu offers several ways to securely share information back to clients:

  • Client portal — a read-only documentation system per space; portal members use unique credentials, can access only a single portal, and are included at no extra cost.
  • Share links — quick, secure links for individual passwords and KB articles for external users who don't need full portal access. Password links offer options for expiry, an included message, username, TOTP code, or single-view expiry. KB links share the full article with a table of contents (attached/linked items are not included).
  • Printable versions — generate hard copies for nearly any item.
  • Export — export client data via PDF or CSV, or run automatic exports to S3-compatible buckets for readable backups.

    Visit Client Portal and Exports for additional information.

    Sharing features are heavily restricted and audited. If you can't access them, it's likely because you don't have permission.

Additional abilities

Admin interface

The Hudu admin area gives admins and super admins extensive customization and full control over the environment — global tools for documentation review and monitoring, plus permissions and restrictions setup.

    Visit Administration for additional information on admin features.

Global view

Global view lets all users — subject to their groups and permissions — see all flags, assets, passwords, expirations, websites, racks, and networks across the entire environment in one place.

    Visit Global View for additional information.

FAQ

Can I rename "clients" or "spaces" to something else?

Yes. You can change what these are called in the Hudu admin area, under the General tab, using the Structure Name setting. This is a cosmetic label change only — it has no effect on Hudu's functionality or features. Support articles use "client" throughout for consistency, but you're free to structure and label your documentation however makes sense for your team.

Why can't I see certain toolbar options or sharing features?

What you can see and do in Hudu is governed by two things: your user role and the security group permissions applied to you. For example, sharing features are heavily restricted, and the admin area is available to admins and super admins only. If you're missing an option you expect to have, an admin or super admin at your organization can review your role and group settings.

    Visit User Management and Groups & Restrictions for additional information on roles and permissions.

Are dashboard categories the same for every user?

Each user controls their own dashboard layout — categories can be rearranged and toggled on or off per user. What differs is the data behind each category:

  • Per user — My Favorites, My Most Visited, My Recents, and My Tasks reflect that individual's own activity and selections.
  • Company-wide — Stats, Documentation Quality, and Integrations show the same information to all users in your company.
  • Admins and super admins only — the Activity Feed is visible only to admin-level roles.
Do external portal members count as paid users?

No. Portal members have read-only access to a single client portal, are not considered licensed users, and come at no extra cost. They do require their own unique login credentials, and each portal member can only access one client portal.

Troubleshooting

A section or tool is missing from the sidebar

A missing sidebar section usually comes down to one of these causes:

  • "Hide Empty Items" is turned on. The Hide Empty Items toggle at the bottom of the left-hand sidebar removes any asset layouts that don't contain information for the space you're currently in. Your selection is saved per space, so a layout can look "missing" simply because it's empty for that client — toggle it back off to show all layouts.
  • The asset layout isn't activated. Custom asset layouts (under Other) only appear once they've been created and activated in the Hudu admin area. Check Admin >> Asset Layouts (activation requires an admin or super admin).
  • Permissions. Your user role or security group may restrict access to certain areas. An admin or super admin can confirm your settings.
  • Version requirements. Newer features have a minimum Hudu version — for example, Rack Management requires version 2.28.0 or later. Confirm your instance is up to date.
Expirations aren't showing in Expiring Soon

Try these checks:

  • Trigger days. Items only appear once they're within your lead-time window. Review Edit profile >> Expiration notifications trigger days — this is set per user, so a low value can hide expirations that are further out.
  • Correct space. Automatically tracked domain and SSL expirations come from websites added within the same space, so confirm the website was added to the right client.
  • Manual expirations. Expirations created manually on KB articles or assets need a date set before they'll surface.
A user can't access a company or a specific item they need

This is almost always a security group setting. A couple of things to keep in mind:

  • When a user belongs to multiple groups with conflicting permissions, Hudu defaults to deny.
  • Access can also be overridden on an individual record via More Options >> Change Permissions, which can restrict a specific password, asset, or article regardless of broader group access.

An admin or super admin can adjust group membership and company access under Admin >> Groups.

    Visit Groups & Restrictions for additional information on permissions.

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