Navigating Hudu

  • Updated

The purpose of this article is to assist in familiarizing your company with the basic layout of Hudu.

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The navigation bar at the top of your Hudu instance allows users to easily maneuver through all of our essential features.

 

Clients - A central location that contains all of your clients managed within Hudu. At the top of the page, you are able to navigate through all recently accessed clients.

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KB - Global knowledge base articles. Use this feature to add and edit articles that may be helpful to your technicians that apply to multiple or all of your clients.

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Admin - The admin feature allows you to fully customize your Hudu documentation software. Use this feature to format the design of your Hudu instance >> Basic Setup; Customize your documentation >> Documentation Tools; and Manage your account >> Account Administration.

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Search - The search feature allows you to find specific items within Hudu. To use this feature, place your cursor in the search field and click to open the drop-down menu. Type the name of a client, asset, password, article or website to locate the desired content. To filter searches: from the drop-down, specify which category you would like to search from and resume your search. Within a client, the search feature will auto-filter to search only within that specific client.

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Resync - Hudu automatically syncs with all of your integrations every three hours. Use this feature to re-sync information from any of your active integrations at any time.

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My Vault  - Your personal password vault. Use this feature to organize and provide easy access to all of your personal passwords. The vault is only accessible to you; each of your technicians/users will have their own personal vault.

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User Avatar - In the top right corner of your Hudu instance, you will see your customizable icon and name. Upon clicking into this, a drop-down menu will appear. This feature allows you to see any upcoming expirations; favorited items; recently accessed content; and profile customizations.

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