Portals & Setup

  • Updated

The Hudu portal is a fully customizable page that allows Hudu users' to share select documentation with your clients. You can set up portals to share information securely with clients and end-users. 

 

You must be an Admin or Super Admin to create and manage portals.

Creating a Portal

  1. Navigate to the company/client you want to setup a portal for.
  2. On the left-hand sidebar, you should see a link called Share Portal.

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     3. Create the portal.

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     4. You can now add documentation that you would like to be available on the portal. Click in each column and selectively add the documentation. There is bulk-adding abilities for each of the options as well.

In order for users to be able to see the portal, you need to Activate the Portal.

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Adding users

In order to use the portal, your portal members must have an account in Hudu.

  1. Navigate to Admin >> Users.
  2. Click New User at the top right of the page.
  3. Give the user credentials, choose Portal Member as the role, and choose a company for them to access. The portal must be created AND activated, otherwise the user will see a Not Found page for security reasons.mceclip2.png
  4. The user will be sent an invite link where they will be prompted to create a password. They can then view the Portal and all documentation that was shared to them.

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