If you've worked in IT or run an MSP for more than five minutes, chances are you’ve heard the acronyms: PSA and RMM. You're probably paying for both. But what exactly do they do in 2026 - and more importantly, what do they not do?

Let's break it down.

What is a PSA?

PSA stands for Professional Services Automation. Think of it as the command center for your operations.

A PSA helps you:

• Manage tickets
• Track time and billing
• Dispatch technicians
• Schedule projects
• Create invoices and reports

It's where your business processes live. Popular tools include ConnectWise PSA, HaloPSA, and Autotask.

What is an RMM?

RMM stands for Remote Monitoring and Management. This is the tech side of the house and the tool your team uses to:

• Monitor endpoints
• Push updates and patches
• Run scripts
• Install or remove software
• Get alerts when things go sideways

These tools let you manage infrastructure without physically touching it. Common RMMs include N-able, NinjaOne, and Atera.

How PSA and RMM tools actually connect

While PSAs and RMMs handle different parts of your operation, they work best when they're talking to each other. Here's how integration typically works:

Native integrations

Most major PSA and RMM combinations offer pre-built connectors:

• ConnectWise Manage + NinjaOne
• HaloPSA + Datto RMM
• Autotask + N-able RMM

These plug-and-play integrations handle the heavy lifting - authentication, field mapping, and data sync - often deployable in under an hour.

Custom API integrations

For less common tool combinations, you'll use APIs and webhooks to connect systems. This requires more setup but offers complete control over what data flows where and when.

What actually syncs

• Companies and contacts flow from PSA to RMM
• Device inventories and alerts flow from RMM to PSA
• Tickets get auto-created when RMM detects issues
• Asset information stays current in both systems

You have a PSA and an RMM tool. What's missing?

The short answer – context.

PSAs and RMMs are great at telling you what's happening and when - but not why, how, or what to do about it. That's where a dedicated IT documentation tool comes in.

Here's what they typically don’t give you (or don't give you as well as a dedicated IT documentation software does):

• How-to processes for resolving recurring issues
• Asset relationships
• Detailed client info beyond basic fields
• Shared credentials, MFA notes, or access instructions
• Network diagrams, onboarding plans, or SOPs
• A place to store institutional knowledge that isn't tied to a ticket or alert

Trying to document all of that in your PSA or RMM is like using a spreadsheet as a password manager. It technically works, but it's not what it was built for.

Why is IT documentation still essential, even when you already have a PSA and an RMM tool?

Knowledge vs. data

PSAs and RMMs manage operational data (tickets, alerts, devices).

Documentation systems manage knowledge - how systems are set up, why things are configured a certain way, who to call, what the backup plan is, etc.

Example: Your PSA might tell you a ticket was resolved, but only your documentation tells how it was resolved, step by step.

Context & relationships

PSAs handle workflows. RMMs manage endpoints.

Documentation connects the dots: Which servers belong to which client, which user owns which machine, what services are running on each device and why.

It gives you the "big picture" view that PSAs and RMMs can’t provide alone.

Onboarding & offboarding technicians

With good documentation, new techs ramp up quickly and don't have to dig through ticket histories or guess at setup details.

Without it, tribal knowledge disappears when employees leave.

Security & compliance

Audit trails, password storage, change logs, and SOPs are often outside the scope of a PSA or RMM.

Documentation systems centralize and secure this info in a structured way.

Standard operating procedures (SOPs)

PSAs don't store step-by-step instructions.

Documentation gives repeatable playbooks: how to configure a firewall, onboard a client, migrate mail, etc.

Non-device information

RMMs monitor systems. But where do you document:

• Domain info?
• Licensing details?
• Office floorplans?
• Wi-Fi credentials?
• Vendor contacts?

Popular PSA and RMM combinations for 2026

All-in-one platforms

PSA + RMM bundled:

• Atera: Per-technician pricing, unlimited endpoints
• SuperOps: AI-driven workflows, transparent pricing
• Syncro: Month-to-month contracts, flat-rate billing

Best-of-breed combinations

• ConnectWise Manage + NinjaOne: Enterprise PSA with fast RMM
• HaloPSA + Datto RMM: Flexible PSA with reliable monitoring
• Autotask + N-able: Proven enterprise combination

Choosing your stack

• Solo operators: Atera or Syncro for simplicity
• Growing MSPs (5-30 techs): SuperOps or HaloPSA + RMM
• Enterprise MSPs: ConnectWise or Autotask combinations

No matter which combination you choose, dedicated documentation like Hudu fills the knowledge gaps these tools can't address on their own.

How Hudu complements your PSA + RMM

Hudu isn't here to replace your PSA or RMM. It's built to work alongside them by filling in the knowledge gaps and making your tools work better together.

With Hudu, you can:

• Document SOPs, diagrams, passwords, and structured assets in one place
• Create a central, searchable knowledge base for your team
• Sync companies, configurations, and contacts from supported RMM and PSA integrations, bringing all your data together in one unified source of truth
• Use the browser extension to access documentation while working tickets

Asset sync made simple

Hudu automatically syncs companies, configurations, and contacts from supported RMM and PSA integrations - no manual field mapping or complex API setup required. When your RMM discovers a new device or your PSA adds a client, that information flows directly into your documentation where it belongs, creating one unified source of truth that stays current without the maintenance overhead.

It's everything your PSA and RMM can't do but wish they could.

Bringing it all together

Each tool in your stack plays a critical role, but they're built for different jobs.

• Your PSA tracks the work.
• Your RMM monitors the systems.
• Your documentation platform connects the dots.

Here's how they typically compare at a glance:

When all three are working together, your team gains speed, clarity, and consistency.

In the world of IT and MSPs, PSA and RMM tools are essential - but they're not the whole story. While they help streamline service delivery and automate tasks, they leave a major gap when it comes to context, documentation, and knowledge sharing. Without a solid IT documentation platform to complement your PSA and RMM, you're left piecing things together, relying on tribal knowledge, or losing time to manual workarounds. If you're serious about scaling efficiently and supporting your team long-term, it's time to look beyond just a PSA and RMM tool.

A senior technician leaves on a Friday. By Monday, no one can find the credentials for a client's firewall. A new hire spends their first week piecing together environment details from old email threads and half-updated spreadsheets. A routine maintenance task takes twice as long because the last person who ran it never wrote down the steps.

These are not edge cases. They're the everyday cost of treating documentation as optional.

The good news is that a well-built documentation system doesn't require a massive project or a dedicated hire. It requires the right structure, the right habits, and a tool that makes capturing and finding information feel like a natural part of the job rather than extra work on top of it.

This guide covers IT documentation best practices — what strong documentation should include, how to build a system that actually stays useful over time, and how MSPs and internal IT teams can approach it differently.

What is IT documentation?

IT documentation is the organized record of the systems, processes, assets, passwords, configurations, and knowledge an IT team relies on to support its environment.

In practice, IT documentation usually falls into three core categories:

1. Reference documentation

This is the technical information your team needs to look up quickly. It can include network details, hardware inventories, software information, IP addresses, vendor contacts, user permissions, licenses, and configuration records. When a technician needs a fast answer, this is usually where they look first.

2. Process documentation

This covers how work gets done. Think onboarding checklists, offboarding procedures, server maintenance steps, escalation workflows, patching processes, and other repeatable operational tasks. Process documentation helps teams stay consistent and reduces the chance of missed steps.

3. Tutorial or knowledge base documentation

This is the "how-to" layer. It includes internal walkthroughs, troubleshooting steps, end-user instructions, FAQs, and training content. These articles make it easier to solve recurring issues and help new technicians ramp up faster.

The strongest documentation systems support all three. Instead of storing process docs in one tool, passwords in another, and reference data somewhere else, modern IT documentation platforms bring everything together in one searchable place. That structure makes it much easier to maintain documentation and use it in real workflows.

Why IT documentation matters in 2026

IT documentation has always mattered, but the reasons have become more urgent.

First, more teams now work across locations, time zones, and schedules. Remote and hybrid IT work depends on documentation. When technicians cannot simply tap a coworker on the shoulder for context, documented knowledge becomes the system that keeps work moving. Good documentation supports async collaboration and makes responses more consistent regardless of who picks up the task.

Second, turnover and internal change create real risk. When knowledge lives in inboxes, chat threads, or someone’s memory, teams lose speed every time a technician leaves or changes roles. Documentation protects institutional knowledge and gives teams continuity as they scale.

Third, AI and automation have made strong documentation even more valuable. AI can help summarize content, speed up drafting, and surface answers faster, but it still depends on accurate underlying information. If the documentation is incomplete, outdated, or inconsistent, AI will only surface bad answers more efficiently. Clean documentation is what makes automation and AI actually useful.

Finally, security and compliance expectations continue to rise. Whether a team is thinking about internal controls, customer trust, SOC 2, HIPAA-related requirements, or general audit readiness, documentation plays a major role. Teams need to know what exists, who has access to it, how it is maintained, and what processes are in place when something changes.

In other words, documentation is no longer just a nice internal resource. It is operational infrastructure.

Step-by-step framework for organizing IT documentation

Before diving into individual best practices, here's a proven 6-step framework for building organized IT documentation that technicians actually use:

Step 1: Audit your current documentation landscape

Map where information lives today—shared drives, wikis, emails, and tribal knowledge. Identify what's worth keeping and where the biggest gaps exist.

Step 2: Define your information architecture

Choose an organizing model that fits your team's workflow: by client/environment (for MSPs), by system/function (for IT departments), or by process/lifecycle stage.

Step 3: Establish naming conventions and metadata standards

Create consistent naming formats like "CLIENT_SYSTEM_PURPOSE_DATE" and define controlled tag groups (environment, system-type, priority, owner) for better discoverability.

Step 4: Build your template library

Standardize layouts for assets, processes, troubleshooting guides, and onboarding checklists to ensure consistency across contributors.

Step 5: Set up access controls and review cycles

Define who can access what information, assign ownership for each documentation category, and establish quarterly review schedules for critical records.

Step 6: Connect documentation to workflows

Integrate documentation updates into existing processes—close a ticket, update the KB article; provision a device, log it in assets.

IT documentation best practices

Getting started with IT documentation is usually less about writing everything down at once and more about building a system your team can actually maintain. The strongest documentation practices are the ones that make information easier to capture, easier to find, and easier to trust over time.

Here are a few best practices to keep in mind as you build or improve your documentation process:

1. Outline what matters most first

Before documenting everything, decide what information is most important to capture. Start with the records your team relies on most often: critical systems, key contacts, credentials, recurring issues, onboarding steps, and environment details that are difficult to reconstruct under pressure. A clear scope keeps the process manageable and helps your team focus on documentation that will immediately improve day-to-day work.

2. Talk to stakeholders before building the structure

Good documentation should reflect how people actually work. Talk to the technicians, administrators, and decision-makers who use or depend on this information to understand what they need access to, what causes friction today, and what gaps come up most often. This helps you build a structure that supports real workflows instead of creating documentation that looks organized but is not useful in practice.

3. Create templates your team can follow consistently

Templates make documentation easier to create and much easier to maintain. They help teams capture the same types of details in the same places, which improves searchability and reduces inconsistencies over time. Whether you are documenting assets, onboarding steps, vendor information, or troubleshooting notes, a consistent structure gives your team a much stronger foundation.

4. Prioritize and segment key processes

Not every process needs the same level of documentation on day one. Focus first on the workflows that are repeated most often or create the most disruption when they are handled inconsistently. Things like onboarding, offboarding, password resets, device provisioning, and escalation procedures are usually good places to start. Breaking documentation into clear, manageable categories also makes it easier to expand later.

5. Use naming conventions, plain language, and structure

Documentation only helps if people can find and understand it quickly. Clear naming conventions, simple language, and a consistent organizational structure make a major difference, especially as your documentation set grows. The goal is not to make everything look perfect. The goal is to make it obvious where information belongs and easy for the next person to use.

6. Start small and iterate

A lot of documentation projects stall because the scope feels too big. Start with the most important records and build from there. It is better to have a smaller body of reliable, useful documentation than a giant project that never gets finished. Progress matters more than perfection, and the best systems usually improve through steady iteration.

7. Revisit, revise, and keep improving

Documentation should be treated as a living system, not a one-time project. Environments change, processes evolve, tools are replaced, and staff turnover happens. If documentation is not reviewed regularly, it loses credibility fast. Setting a review cadence for critical records helps keep information accurate and makes your team more likely to trust what they find.

8. Create a "how to document" standard

One of the most useful things a team can create is a short internal standard for how documentation should be written, organized, and maintained. This gives everyone a shared approach to naming, formatting, ownership, and expectations. It is especially helpful for growing teams, because it makes documentation quality more repeatable instead of depending on individual habits.

9. Automate where possible

Manual updates will always be part of documentation, but they should not be the only way your records stay current. Integrations and connected systems can reduce duplicate entry, keep asset details updated, and help maintain accuracy over time. The less your team has to remember to update by hand, the more sustainable your documentation process becomes.

10. Document security and access intentionally

Strong IT documentation should not stop at systems and processes. It should also account for access, permissions, credential handling, and security-sensitive information. Knowing who has access to what, where critical credentials are stored, and how that information is reviewed is essential for both day-to-day operations and broader security or compliance needs.

11. Build consistency into the process

Consistency is what makes documentation scalable. That includes naming conventions, templates, review habits, and expectations around who updates what. A consistent system makes it easier for technicians to move faster, easier for new team members to ramp up, and easier for the documentation to stay useful as your environment grows.

IT documentation for MSPs vs. IT departments

The core principles of documentation stay the same, but MSPs and internal IT departments usually operate in very different environments.

An internal IT department documents one organization. They are focused on one set of users, one infrastructure footprint, and one internal process environment. Their documentation needs to support consistency, continuity, troubleshooting, onboarding, compliance, and change management inside a single business.

MSPs, on the other hand, have to manage documentation across multiple clients. That changes everything. They need cleaner separation between environments, faster switching between companies, stronger access controls, and more consistent structure across records. They also need to document in a way that makes handoffs between technicians easier, because work is often distributed across a wider team.

This is why MSP documentation often needs a stronger framework from the beginning. Without consistent layouts, naming conventions, and permissions, documentation becomes much harder to manage at scale.

That said, both audiences need the same end result: documentation that is easy to find, easy to trust, and useful in real work. Whether a team supports one organization or many, the biggest value comes from reducing dependency on tribal knowledge and making operational information easier to use.

The role of AI in IT documentation

AI is changing IT documentation, but not in the way some people expect.

It is not replacing documentation. It is making well-structured documentation more valuable.

In Hudu, that shows up through Hudini, Hudu's built-in AI engine. Hudini can help technicians summarize long articles, speed up drafting new documentation, and reduce the friction of creating content from scratch — useful for building out SOPs, onboarding checklists, or knowledge base articles where the team knows what needs to be said but doesn't have time to write it all out. The goal is to lower the barrier to creating good documentation in the first place, so teams can build and maintain coverage more consistently over time.

But here's the important caveat: Hudini is only as useful as the documentation behind it. If records are outdated, incomplete, or inconsistently structured, AI will surface that noise just as efficiently as it surfaces good answers. That's why the best practices in this guide still matter — structure, naming consistency, review cadence, and accurate records are what make AI actually useful rather than just fast.

The teams that get the most out of AI-assisted documentation aren't the ones who use it as a shortcut around documentation. They're the ones who've built a clean, well-maintained system and use AI to move through it faster.

What are IT documentation tools and what should you look for?

There are plenty of ways to document IT, but not all tools are built for the way modern IT teams actually work. Some teams still rely on scattered spreadsheets, static documents, separate password managers, or disconnected knowledge bases. That setup can work for a while, but it usually becomes harder to maintain as the environment grows.

The best IT documentation tools help teams keep information structured, searchable, secure, and connected. Instead of forcing technicians to jump between multiple systems, they should make it easier to find the full picture in one place.

If you’re comparing documentation platforms, see why MSPs choose Hudu as an IT Glue alternative.

Here are a few core areas to look for:

Documentation platform

A strong documentation platform should support more than just storing notes. It should make it easy to organize technical records, link related information, search quickly, and maintain consistency across the team. That includes reference documentation, process documentation, and knowledge base content. Hudu brings these together through knowledge base tools, structured asset layouts, and flexible documentation built for real IT workflows.

Password management

Passwords are a critical part of IT documentation, but they are often managed separately from the rest of the environment. That creates friction. The best tools connect credentials to the systems, clients, and processes they belong to, so technicians can get the context they need faster. Hudu’s password management features help teams store and access credentials alongside the rest of their documentation.

Asset tracking

Hardware and software records need to stay current if documentation is going to be useful. A good IT documentation system should make it easy to document devices, configurations, ownership, and supporting details in a structured way. Hudu's asset management capabilities help teams track the technical information tied to the environments they support.

Process documentation

Repeatable work should be documented in a repeatable format. Onboarding, offboarding, maintenance tasks, escalation paths, and internal SOPs all become easier to manage when teams have a consistent way to document and follow them. Hudu supports this with checklists and process documentation that help standardize recurring work.

Network documentation

For many teams, network details are some of the most important and most difficult records to maintain. IP information, diagrams, discovered devices, and related infrastructure data all need to be accessible and current. Hudu supports this through network documentation and IP management so teams can document and understand their environments more completely.

Integrations and automation

The best documentation tools do not rely entirely on manual updates. Integrations help keep records current, reduce duplicate entry, and make documentation more useful over time. Hudu's integrations connect documentation to the tools IT teams already use, helping reduce maintenance overhead and improve accuracy.

For MSPs especially, these capabilities matter even more. Supporting multiple clients requires documentation that is structured, easy to search, and simple to maintain at scale. That is why many teams look for a platform that can handle passwords, assets, SOPs, knowledge base content, and network documentation in one place rather than piecing together several disconnected tools. Hudu's MSP solution is built around exactly that need.

Documentation automation and integration strategies

Modern IT documentation works best when it's connected to your existing tools and workflows, reducing manual updates and keeping information current automatically.

Version control and change tracking

Implement documentation versioning that tracks who changed what and when. This creates accountability and helps teams roll back problematic updates. Many platforms offer Git-like version control or built-in change logs.

Automated data collection

Connect your documentation platform to network discovery tools, asset management systems, and monitoring platforms. This keeps device inventories, IP assignments, and system statuses current without manual intervention.

Integration workflows

Set up triggers that prompt documentation updates during common tasks: new device provisioning creates asset records, ticket closure updates knowledge base articles, user offboarding triggers access reviews.

Collaboration and feedback loops

Enable team members to suggest edits, flag outdated information, and contribute knowledge through structured workflows. This distributes maintenance responsibility and improves accuracy over time.

Getting started with IT documentation

If your documentation is messy, incomplete, or spread across too many places, the best move is to start smaller than you think — and more specifically than you think.

1. Audit what you already have (even if it's a mess)

Before creating anything new, take stock of where information actually lives today. Check shared drives, wikis, ticketing system notes, old emails, and the heads of your most senior people. You're not organizing yet — you're just mapping the territory. This step usually reveals both what's worth keeping and where the biggest gaps are.

2. Start with what causes the most repeat work

Look at the issues your team solves over and over. What do technicians search for most? What questions do new hires ask constantly? What context is always missing when a ticket gets escalated? Document those first. Even five or ten well-written articles covering your highest-volume issues will create immediate, measurable time savings.

3. Document onboarding and offboarding completely

New hire onboarding and employee offboarding are two of the highest-value areas to document. They're repeatable, cross-functional, involve security-sensitive steps, and happen at exactly the moments when people are most likely to miss something. If you can only pick two processes to document thoroughly, pick these.

4. Capture your critical environment details

Every IT team has a short list of information that would be genuinely painful to reconstruct under pressure — firewall configs, key credentials, licensing details, network diagrams, vendor contacts. If that information doesn't live in one structured, accessible place, that's the most urgent gap to close. Don't wait for an incident to find out what's missing.

5. Choose one system and commit to it

A mediocre document in one reliable place is more useful than great information scattered across five systems. Consolidation matters more than perfection. Pick a platform that supports structured records, linked documentation, and searchability — and make it the single source of truth for your team. Migrating later is always harder than committing early.

6. Build documentation into the work, not on top of it

The most common reason documentation falls behind is that it gets treated as a separate task rather than part of how work gets done. The fix is making documentation a natural step in existing workflows: close a recurring ticket, add or update the KB article. Provision a new device, log it in your asset tracker. Finish a project, document the decisions. Small, consistent contributions add up faster than periodic documentation sprints.

7. Set a review cadence and assign ownership

Good documentation is maintained, not written once and forgotten. Set a simple review schedule for your most critical records — quarterly for most things, more frequently for fast-changing items like credentials, access details, and active processes. Assign ownership so that "everyone is responsible" doesn't become "no one is responsible."

8. Measure the impact as you go

Documentation improvements can be easy to undervalue because the benefits are often invisible — the ticket that didn't get escalated, the issue that got resolved in five minutes instead of forty-five. Track where your team is saving time. Note which articles get used most. Share wins with leadership. Making the value visible helps documentation stay a priority instead of slipping back into a backlog.

FAQ

What should be included in IT documentation?

IT documentation should include technical reference information, process documentation, and knowledge base content. That often means assets, systems, users, passwords, vendors, network details, onboarding procedures, troubleshooting steps, and internal how-to articles. The exact mix depends on the team, but the goal is the same: capture the information people need to do consistent work.

What is the best format for IT documentation?

The best format is one that is structured, searchable, and easy to maintain. Static documents can work for some cases, but most teams benefit from a dedicated IT documentation platform that supports linked records, permissions, repeatable templates, and fast search. The easier documentation is to update, the more likely it is to stay useful.

How often should IT documentation be updated?

It depends on the type of record, but critical documentation should be reviewed regularly. Fast-changing items like passwords, devices, access details, and active processes need more frequent attention than evergreen how-to content. A review cadence helps teams catch outdated information before it creates problems.

What is the difference between IT documentation and a knowledge base?

A knowledge base is usually one part of a broader documentation system. IT documentation includes technical records, assets, configurations, credentials, processes, and internal knowledge articles. A knowledge base tends to focus more specifically on how-to content, troubleshooting steps, and reusable guidance.

What is the best IT documentation software?

The best IT documentation software is the one that helps your team organize information clearly, find it quickly, maintain it consistently, and connect it to real workflows. Look for strong search, structured records, permissions, process support, asset tracking, password management, and integrations that reduce manual work.

How do MSPs manage documentation for multiple clients?

MSPs typically use structured documentation platforms that separate client environments while keeping standards consistent across the business. This allows technicians to move between companies, control access appropriately, and keep information organized in a repeatable way. Strong client-based structure is one of the biggest differences between MSP documentation and internal IT documentation.

How do I set up naming conventions for IT documentation?

Use a consistent format like "CLIENT_SYSTEM_PURPOSE_DATE" for assets and "PROCESS_DEPARTMENT_VERSION" for procedures. Avoid abbreviations that aren't universally understood by your team, and standardize date formats (YYYY-MM-DD) for better sorting.

What's the difference between documentation templates and standardized layouts?

Templates provide the structure for creating new documentation (like asset record fields), while standardized layouts ensure information appears consistently across similar document types. Both reduce variation and improve findability.

How do MSPs handle version control for client documentation?

Most MSPs use documentation platforms with built-in version history, assign ownership by client or system type, and establish review schedules tied to service delivery cycles rather than calendar dates.

Should IT documentation include security and compliance information?

Yes, especially access logs, credential usage, system configurations, and change management records. This supports both operational needs and audit requirements for frameworks like SOC 2 or HIPAA.

How often should different types of IT documentation be reviewed?

Critical systems and credentials monthly, standard processes quarterly, historical project documentation annually. Active environments need more frequent reviews than stable legacy systems.

Final Thoughts

Following IT documentation best practices is not about creating more admin work. It is about making technical knowledge easier to use.

When documentation is structured well, teams resolve issues faster, onboard more smoothly, reduce dependency on specific individuals, and create a stronger operational foundation for growth. And as AI, automation, and security demands continue to shape IT work, the value of clear, current documentation will only keep growing.

Hudu is built around the best practices in this guide. With structured asset layouts, built-in password management, knowledge base content, checklist-based processes, and integrations that help keep records current, it gives MSPs and IT teams a practical way to turn documentation into part of everyday work.

See how Hudu puts these best practices into action with a free trial.

Notes for Release

• This release includes support for Hudu’s new Process Runs system. To use processes in the Hudu mobile app, your Hudu instance must be updated to v2.41.0 or later.

Highlights

• Please note: This release includes support for Hudu’s new process runs system. In order to utilize processes in the Hudu mobile app, please ensure your Hudu instance is updated to v2.41.0 or later.

New Features

• Asset tools: When viewing assets, you can now view items associated with it such as related items, photos, files and more, directly in the app
• Bulk actions: We’ve added a variety of bulk actions across the app to make it easier to move, archive, delete, and manage records
• Process runs: Introducing Process runs, our new and improved system for processes. Start a new run of a process, check off tasks, copy completion notes and more, directly in the mobile app.
• My Vault folders: Keep your personal passwords organized with folders, now available in My Vault

Bug Fixes

• General UI improvements and minor bug fixes

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This release includes a major overhaul to processes, new export improvements, faster navigation across companies, more flexible filtering, and several admin and UI upgrades that make day-to-day work in Hudu easier.

Self-hosted environments may be updated at any time, and updates to cloud-hosted environments will begin today.

Notes for Release

• Addigy integration users - action required: Addigy is deprecating API v1. If you use the Hudu/Addigy integration, please update your Addigy credentials as soon as possible to avoid disruption.

Highlights

Process runs

A major overhaul to processes is here.

This release introduces Process Runs, a new system that changes how processes work in Hudu. A process is now the template, and each time that process is used, it becomes a run. This gives teams a clearer way to track repeatable work without duplicating the process itself.

This update lays the groundwork for a more flexible and practical way to manage recurring operational work in Hudu.

Please note: Users with processes created prior to Process Runs must complete a one-time conversion. This updates all processes across all companies in the instance. Users with an Author role or higher can initiate the conversion.

If you have many processes or media-heavy content (photos, videos, etc.), run the conversion during a low-usage period.

Read more about processes here.

Export processes & PDF overhaul

Company exports can now include processes and process runs. PDFs have also been redesigned to include:

• Task due date, priority, and assigned owners
• Run status and percent completion
• Completion notes
• Process description
• Watermark
• Asset assignment

Company switcher

Quickly move from page to page across companies with the new company switcher.

Global asset table filters

Filter global asset tables by list select and plain text fields to find what you need faster.

Customize global table columns

Personalize your global table columns to see the details that matter most.

Expanded company table filters

Company-level tables now include new filtering options.

• Companies by type
• Passwords by color and tags
• Networks/VLANs by status and role
• Assets by list select and plain text fields

Asset layout directory

Find and organize asset layouts faster with a cleaner directory and bulk move actions.

Archive photos

Give authors and above more control with photo archiving in the main app and API.

ConnectWise integration refresh

Easier set up, less page hopping, and new capabilities:

• Bulk actions to delete cards and assets
• Option to show/hide archived cards
• Results per page pickers for card table
• Bulk actions and filtering for company matcher table

Addigy API v2

Added support for Addigy API v2. If you use the Hudu/Addigy integration, please update your credentials as soon as possible to avoid disruption as Addigy deprecates API v1.

Light mode and dark mode logos

Admins can now upload separate logos for light mode and dark mode so Hudu can automatically display the appropriate version for each user.

To support logo visibility, the top navigation bar in Hudu no longer uses theme colors by default. This can still be customized with custom CSS.

My Vault password folders

Keep personal passwords organized with folders, now available for My Vault.

Want to learn more about these features? Check out this video.

Improvements

• Added next/back buttons to assets and asset previews
• Website record automatically reloads once refresh is complete
• View list of password folders a specific group has access to when viewing the group
• Split Admin/IPAM & Racks into two unique pages
• Added company nickname to company search result rows
• Added error feedback for invalid IP addresses that have leading zeros in octets
• Added OTP to password version history
• Added Status and Role as column options in company VLAN tables
• Ability to set default country to pre-populate address fields
• Added descriptive routing for KB article URLs
• Improved validation when adding custom content security policy sources
• Improved expiration filtering UI
• Asset number fields now searchable in global search and asset tables
• Alphabetized asset layouts in integration settings and import dropdowns
• Added a rake file that can be used to convert legacy asset tag data fields to asset link fields
• UI improvements to process run real-time status reports
• Additional activity log tracking to support process runs
• Deleting a global process template no longer destroys processes that were created from it

Integrations

• Improvements to Halo integration sync performance, authentication retry logic, and log details
• Adjusted Typesense integration to respect applied filters
• Added setting to only sync managed devices for Intune integration
• Updated N-Sight serial number connected field to device_serial_number
• Added N-Sight integration setting to support automatically updating company names in Hudu
• Added dedicated Pulseway PSA integration
• Added device serial number matching option in Unifi integration settings
• Added option to run a “Debug Sync” and download integration logs for Auvik integration, to assist with troubleshooting
• Updated show for all users setting to false by default for all KB articles synced from Hudu to Halo and added option in Hudu settings to set to true
• Updated Use this FAQ List for grouping other FAQ Lists setting to true for all KB articles synced from Hudu to Halo

API

• Added photo folders to folders API endpoints
• Added download endpoint for public photos
• Added download endpoint for uploads
• Added default sorting to API endpoints
• Updated existing API endpoints and added new ones as needed to support new process runs system

Bug Fixes

• Admin/Portal custom field labels incorrectly applying to non portal field labels
• Archiving/Updating an asset via public API not recorded in activity logs
• Confidential text field password generator defaults not selected correctly
• Breadcrumb navigation incorrect when viewing expirations
• Copying cells from the desktop Excel app into Hudu search while on a page with the photo tool uploaded the cell as a photo
• Removed unintended ability to assign a website as the parent of a password
• Unable to delete company if IP addresses exist
• Deleting a company with subnets resulted in company being archived
• Archiving a company that had networks with subnets did not automatically archive the networks
• Links that should open in new window opening in current window
• Non-admins able to delete files uploaded in righthand tool panel
• Workflows empty state text misaligned
• Unable to print photos
• Unable to download certain photos uploaded via API
• Checkbox field could be set as required via API
• Improved error handling for asset API
• Rich text and embed fields incorrectly displaying "visible on table" badges in admin/asset layouts
• Changing a group’s company access from allow to deny reset asset layout permission selections
• False quota exceeded error when using ChatGPT5 for Hudini
• Updated Grok default model and endpoint
• Company expirations export not working
• Asset links with long company names not truncating correctly in related items section of righthand tool panel
• 500 error when entering a very long value in number field
• Improved 401 error logging in Unifi integration
• Google Workspace incorrectly listed as connected field integration option
• N-Sight connected field for device serial number incorrectly mapped to OS serial number
• 365 integration incorrectly matching assets for some users
• 500 error when updating or creating flag or password tag if Typesense is configured
• Launch button in UniFi cards not working
• ConnectWise Manage company name not automatically updating correctly
• Conflicting sort rules could be created for a single device type in integration settings
• 404 error when syncing some N-Central devices
• DattoRMM Invalid JSON Response
• Duplicate assets being created for the same assets being synced from Halo and N-Able N-Sight
• Other minor bug fixes & improvements

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Notes for Release

• For the smoothest experience, ensure your Hudu instance is updated to v2.41.0 or later.

Highlights

• Access company and My Vault passwords, KB articles, screen capture, and asset tools in one unified extension.
• Assist opens in the browser sidebar making it easy to access as you work. Resize the width as needed without covering any of your browser window.
• Access company and central KBs no matter what website you’re on.
• Easily launch a specific record in Hudu at any time.
• Added OAuth to reduce the number of times you need to sign in.

Bug Fixes

• Various bug fixes & improvements.

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This is where security certifications like SOC 2 and ISO standards come into play.

Security claims vs. security proof

Many vendors say they’re “secure.” Far fewer can prove it. Security certifications are important because they require independent, third-party validation. They evaluate how a company protects sensitive data, manages access, monitors systems, and responds to incidents — and they require ongoing review, not a one-time checkbox.

When a software provider invests in recognized security frameworks, it signals maturity, accountability, and long-term commitment to protecting customer data.

The certifications that matter most

SOC 2: Security you can verify

SOC 2 focuses on how service providers protect customer data across five trust principles: security, availability, processing integrity, confidentiality, and privacy.

A SOC 2 Type II report goes a step further by validating that controls are not only designed properly but also operate effectively over time. This is especially important for IT teams and MSPs that need assurance beyond a point-in-time assessment.

ISO Standards: A structured security framework

ISO standards, such as ISO 27001, define how organizations build and maintain an Information Security Management System (ISMS). These frameworks emphasize risk management, continuous improvement, and company-wide accountability for security practices.

Even if a vendor isn’t ISO-certified, understanding these standards helps buyers evaluate whether a company’s security approach aligns with global best practices.

What security-focused software looks like in practice

Security-first platforms don’t rely on a single control — they layer protections across people, processes, and technology. That typically includes:

• Strong encryption for data at rest and in transit
• Strict access controls and permission management
• Ongoing monitoring and logging
• Regular third-party audits and penetration testing
• Transparent documentation of security practices

This combination reduces risk, simplifies compliance reviews, and makes vendor security easier to defend during audits or customer assessments.

How Hudu approaches security and compliance

Hudu is designed to store some of the most sensitive information an organization has — credentials, infrastructure details, internal processes, and customer documentation. That responsibility is reflected in how security is built into the platform.

SOC 2 Type II compliance
Hudu’s hosted environment is SOC 2 Type II compliant, meaning its security controls have been independently audited and validated over time — not just reviewed once.

Encryption by default
Data stored in Hudu is encrypted at rest using AES-256, with secure HTTPS encryption used for data in transit.

Compliance-friendly architecture
Hudu supports regulatory requirements such as GDPR and PCI DSS alignment, helping organizations meet privacy and security expectations across industries.

Continuous security review
Regular testing, monitoring, and a vulnerability disclosure process to ensure security isn’t static — it evolves as threats and standards change.

For organizations that require additional control, Hudu also offers self-hosting options, allowing teams to align deployment with internal security and infrastructure requirements.

Why this matters for MSPs and IT teams

Security certifications don’t just protect your vendor — they protect you.

• They reduce vendor risk during audits and security questionnaires
• They help satisfy customer and stakeholder security requirements
• They provide defensible proof when compliance questions arise
• They reinforce trust with clients who expect professional security standards

When your documentation platform is built with security at its core, you’re not starting from scratch every time a compliance request lands in your inbox.

What to ask when evaluating secure software

Before choosing a platform, ask vendors:

• Do you have a current SOC 2 Type II report or summary?
• How is customer data encrypted and protected?
• How often are security controls reviewed or audited?
• What logging, access controls, and audit trails are available?
• How does your platform support compliance requirements?

Clear, confident answers — backed by certifications — make the decision much easier.

Final thoughts

Security certifications aren’t marketing badges. They’re evidence. Choosing software that can demonstrate strong security practices through recognized frameworks like SOC 2 — and align with standards like ISO — helps reduce risk, simplify compliance, and protect the trust you’ve built with customers.

That’s why security-focused teams look for platforms that don’t just say they’re secure — they prove it.

Explore Hudu’s security and compliance approach.

Confluence is a powerful wiki for general knowledge sharing and team collaboration. But when it comes to IT documentation for MSPs and internal IT teams, it wasn’t designed with your needs in mind. Hudu is purpose-built for IT documentation — with customizable templates for documenting assets, IP Address Management, Rack Management, integrated password vaults, and native RMM/PSA integrations. It delivers everything IT teams need in one place, without add-ons or heavy customization.

The challenges IT teams face with Confluence

Confluence is great for broad collaboration, but IT pros quickly hit roadblocks:

• Client access limitations: Requires either costly paid licenses for each client user or limited guest accounts that can only view one space — painful when you support dozens of clients.
• Storage caps: Standard plans are capped at 250 GB; unlimited requires costly Premium.
• Performance at scale: Large SOPs, macros, or spaces with thousands of pages slow down or break.
• Complex permissions: Multi-layered permissions (global, space, page) are powerful but fragile, adding admin overhead.
• Content sprawl: Without strict governance, Confluence spaces quickly become disorganized and inconsistent.
• Add-on tax: Many IT workflows (screen capture, structured data, integrations) require third-party apps, billed across your entire user base.
• Not IT-specific: No native IPAM, racks, or password vault — IT pros end up building manual tables and stitching together plugins.

In short: Confluence is flexible but forces IT teams to DIY their documentation.

How Hudu solves IT documentation

Purpose-built for IT teams and MSPs.

• Structured IT assets: Drag and drop form builder for structured documentation, relationships, validation, plus Rack Management and IPAM.
• Secure passwords & TOTP: Built-in, linked to assets and clients.
• Client-ready portals:Branded, secure sharing without guest hacks.
• Screen Capture to SOPs: Instantly turn clicks into knowledge base articles and processes.
• RMM/PSA integrations: Auto-import devices, sync companies, and surface live context next to documentation.
• Robust API: Extend Hudu or connect any tool if you need a custom workflow.
• Predictable cost: Transparent pricing, no lock-in contracts.
• In-house support:Real IT experts, not ticket queues. Over 95%+ customer satisfaction.

Feature Comparison: Hudu vs Confluence

Primary use case:

• Hudu: Specialized IT documentation & asset management
• Confluence: General wiki & collaboration

Data structure:

• Hudu: Structured assets (fields, relations, validation)
• Confluence: Free-form pages & templates

IT-specific features:

• Hudu: Built-in IPAM, Rack Management, Password Vault (TOTP)
• Confluence: Requires add-ons or scripting

Integrations:

• Hudu: Native RMM/PSA integrations + robust API
• Confluence: Marketplace apps, manual setup

Client sharing:

• Hudu: Branded client portal with scoped access
• Confluence: Guest access limited to one space

Setup complexity:

• Hudu: Quick to implement, IT-ready out of the box
• Confluence: Complex, steep learning curve with add-ons

Scalability:

• Hudu: Structured data stays consistent
• Confluence: Large pages/macros slow down; sprawl common

Pricing & contracts:

• Hudu: Transparent pricing, no annual lock-in
• Confluence: Add‑ons and Premium tier costs add up fast; self‑hosting starts at a 500‑user minimum, making it cost-prohibitive for smaller teams

Why structured data matters

For IT documentation, structure beats scattered pages. Hudu ensures IT documentation is organized, reportable, and a single source of truth:

• Assets, networks, and credentials are linked together.
• Predefined fields and validation keep data consistent.
• Expirations, passwords, and client views stay accurate.

Confluence’s free-form pages often lead to messy, inconsistent documentation that doesn’t scale.

Integrations: Automate documentation

• Native integrations: Connect directly with leading RMM, PSA, and network tools for automatic device and client imports.
• Robust API: If we don't have it yet, you can build it. Automate workflows, connect tools, and customize your stack without waiting.

Confluence, by contrast, requires multiple Marketplace apps and manual scripting — creating complexity and unpredictable costs.

When Hudu makes sense

Hudu is the right choice if your team needs:

• Structured IT documentation (assets, racks, IPs, passwords).
• Client-ready knowledge sharing with branded portals.
• Efficient workflows that save time with built-in tools.
• Secure password management baked into your documentation.
• On-demand support with no long-term contracts.
• Rapid release cycle driving an innovative, adaptive documentation system.

FAQs

Is Confluence good for IT documentation?
It can be used, but it requires heavy customization, add-ons, and constant admin governance. Hudu is IT-ready out of the box.

Can Confluence replace a password manager?
No. Hudu includes a secure password vault with TOTP support built in.

Does Hudu integrate with RMM/PSA tools?
Yes. Hudu provides native integrations and a robust API for anything else. Confluence relies on third-party apps.

Will Hudu scale with my team?
Yes. Structured data and asset-level permissions make Hudu scalable for growing MSPs without slowing performance.

Summary

Confluence is a strong wiki. Hudu is a complete IT documentation platform.

Hudu gives you structured data, IT-ready features, client portals, and integrations your team actually needs. Don’t waste time bending a general wiki into an IT tool.

This release brings upgrades that make documentation clearer, cleaner, and easier to maintain. Automate expiration cleanup with new archive and delete options, sync KBs directly to Halo, and expand device context with Microsoft Intune connected fields. Plus, customize content security, manage photos in bulk, filter global tables with new color, tag, and item-type options, and experience a fully overhauled PDF export system.

Before jumping to the feature highlights, please take a moment to check these items first — some may require action depending on your setup:

1. Self-hosted users

Prior to updating to Hudu v2.40, please ensure you have updated to Docker Engine v28 and Ubuntu 22.04 LTS or newer.

2. Microsoft SMTP authentication

Microsoft has announced changes to Exchange Online SMTP AUTH:

• Basic authentication for Client Submission (SMTP AUTH) will be permanently removed
• Rollout begins March 1, 2026
• 100% enforcement by April 30, 2026

Applications using SMTP AUTH will need to move to OAuth-based authentication. Learn more from Microsoft.

3. Hudu/Halo KB sync

The Hudu / Halo KB Sync will require updated API scopes for HaloPSA. The new KB sync will not function until these credentials are updated. Before attempting a KB sync:

• Update your Halo API credentials in both Halo and Hudu
• Follow the setup guide for more information

Now let's check out a few release highlights:

Highlights

PDF overhaul

Cleaner, clearer PDF exports with KB support, expanded TOCs, improved styling (with code blocks), RTL support, password OTPs, watermarks, and export dates.

Hudu/Halo KB sync

Automatically sync your Hudu KB to Halo to ensure up-to-date documentation across both systems.

Microsoft Intune connected fields

Connected fields now pulls in Microsoft Intune data right where you need it. Supported fields include device display name, manufacturer, model, OS name, OS version, and device type.

Customize content security

Admins can now customize Content Security in Hudu, choosing whether to use the default protections or define which external frames, media, styles, and scripts are allowed.

Automatic expiration archiving & new deletion option

Managing expirations is now simpler than ever. You can archive or delete expirations directly, and any expiration tied to an archived record will now be archived automatically. Archived expirations are removed from the global expirations table and stored in the Museum, giving you a cleaner view of what needs attention.

Bulk actions for photos

Managing photos is easier with new bulk actions. You can now delete or move multiple photos between folders at once, helping you organize quickly.

New global table filters

New global table filters make it easier to quickly find what you need and review more efficiently. Password tables can now be filtered by color or tag for faster lookups.

Flag Review can be filtered by item type to help you audit items with focus.

Microsoft Graph support & SMTP configuration improvements

Email setup is now easier and more secure with updated configuration options and support for Microsoft Graph.

Improvements

Related items:

• Added ability to preview an existing related item without navigating away from the current record
• Added company name to the right of each record name
• Improved UI of edit relation description input
• Added tool tips for icon buttons
• Added ability to remove a related password from an asset via the Related Passwords section of the righthand toolbar
• Added ability to remove a child password from its parent via the Child Passwords section of the righthand toolbar
• Added tooltip with full name for truncated related passwords and child passwords
• Moved “Add Related Item” from modal to side panel
• Added company name and folder name below KB article titles and passwords in search results
• Added company name below websites in search results

Integrations:

• Added Halo PSA site postal codes to Halo integration cards
• Added company validation to Halo integration asset matching
• Updated Integrations dashboard widget to include error state
• Updated the connected field for CW PSA's OS Info field from device_os_name to device_os_version
• Added a new connected field for CW PSA's OS Type as device_os_name
• Added “Last Card Sync” column option to asset tables that contain integration cards
• Improved copy in M365 & Intune test connection error toasts

• Added “Recently Flagged” dashboard widget
• Added company ID number as column option in companies directory table
• Added company logos to companies directory table
• Added “Flags” as a table column options for record types that support flags
• Added “No user” as filter option for activity logs
• Added support for .heic photos
• Added ability to preview an asset layout template before using it
• Added "Description" column to IP Addresses table when viewing a network
• Added link to Hudu HQ in user profile dropdown menu for Super Admins
• Added text to user profile dropdown to indicate that an updated version of Hudu is available
• Added archived badge to archived child company cards
• Added ability to reorder Magic Dashes via the UI and API
• Added copy button for password URLs
• Added "deleted asset layout" as action tracked in activity logs
• Added new variables for expiration webhooks (EXPIRATION_TYPE, EXPIRATION_DATE, COMPANY_ID, RECORD_ID)
• Added asset icons to asset pickers and rack displays
• Made network subnets and IP addresses tables open/closed sticky per network
• Made “expire after 1st view” selection sticky for Secure Notes
• Increased max width of My Recents, My Favorites, and Expiring Soon drop-downs to accommodate longer record names
• Moved company Quick Notes to its own collapsible section
• Improvements to WHOIS look up error handling and support for Columbian domains
• Removed non-functional button for Admin users to reset the 2FA for Super Admin users
• Updated breadcrumb navigation to include “Museum” breadcrumb when viewing an archived record
• Updated country list options
• Updated Typesense integration to respect comprehensive search toggle
• Updated SSL expirations to automatically be deleted if SSL tracking changes to disabled
• Updated “expiring today” items in expirations widget to stand out more
• Updated asset layout imports to accept field labels with underscores
• Updated icon library to Font Awesome 7
• Style updates to Hudu invite email and reset password email

API

• Added support for updating asset layout List_ID
• Added licensing information for M365 products
• Added ability to archive and delete expirations
• Added ability to manage flag types and flags
• Added GET endpoints for exports
• Improvements to API Post/Put type validation

Bug Fixes

• Date field allowed years with more than 4 digits
• Delay for Flag Review filter options after creating a new flag type or renaming an existing flag type
• Light orange flag icon color incorrect in KB table view
• Asset layout created via API allowed heading field to be set as required
• Asset name changes were not reflected in existing asset links
• Added validation to check for unsupported IPv6 networks, which were causing 500 errors on Network pages
• Delay after deleting a company
• Obfuscation style of Bridge token field made it look like the field was empty
• Pagination in integration company matcher tables
• Photos view style selection reset after editing folder name
• Menu button required two taps in mobile site view
• Table column picker not working in mobile site view
• Formatting issue when viewing KB articles that did not contain a table of contents via public share
• Extra “Share” button appeared after revealing then hiding confidential text in assets
• Relating a password to an asset required a page refresh to update the Related Passwords list
• Updated error toast for unsupported photo type
• Unable to upload photo via drag and drop from email or OneNote
• Unable to create new record created/updated/deleted alerts
• Unable to download Radar application when using Firefox
• Integration cards not displaying for assets in Hudu mobile app
• Portal users portal company id not returning in GET request for Users
• CSV import asset link not linking properly
• Domotz integration card resync button not working
• Unsupported Ninja NMS_OTHER device type showing as an option in sort rules
• Syncro device model data point not syncing correctly for connected fields
• Missing companies in Autotask integration for some users
• UniFi pulling incorrect value for model number field
• Auvik pulling two devices into the same asset
• Discrepancy between original value and manually edited value for Domotz device fields
• Halo integrations now recognize custom fields named "serial number" as a serial number
• 400 error when using Hudini with OpenAI model gpt-5.1
• 500 error when attempting to import IPs into IPAM with no file selected
• 500 error when accessing a deleted record via a link
• 500 error when opening a pdf in the Hudu mobile app
• 500 error when deleting a company that was currently using a Hudu Radar license
• 500 error when impersonating a portal user in inactive portal
• Other minor bug fixes & improvements

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Our community grew, our product expanded, and our customers pushed us to build better.

Here’s a look back at everything your feedback helped create.

Key Highlights: The Big Wins of 2025

Hudu Radar

This year we launched our first ever product add-on, Hudu Radar. Radar lets you automatically discover networks and devices, capture detailed information, and map network topology — all inside Hudu.

Core Product

• Connected fields — Syncs asset layout fields with integration data to reduce manual updates and keep information accurate.
  

• Workflows — Automates record flagging when items are created or updated so you never miss a thing.
  

• Global views — Provides an overview page where users can see all assets, passwords, networks, racks, expirations, and websites they have permission for across companies.

▶ Watch Video

• Hudu/Halo KB sync — Automatically syncs your Hudu KB to Halo to ensure up-to-date documentation across both systems.

• PDF overhaul — Makes PDF's more complete, readable, and easier to navigate. You’ll notice improvements like KB article support, included password OTPs, an expanded table of contents, RTL language support, styled code blocks, watermarks on printed PDFs, and automatic export dates added to filenames.
• Hudu Bridge — Enables secure access between multiple Hudu environments for teams who support shared clients or operate across instances.
• Hudini AI assistant — Summarizes KB articles, answers questions based on context, and follows administrator-defined prompt rules.
  

• Just-in-Time (JIT) provisioning— Creates new user accounts on their first SSO login — no manual setup required.
  

• Website monitoring — Monitors DNS, WHOIS, SPF/DKIM/DMARC, and other website changes.
• SSO exempt groups— Allows specific groups to bypass SSO requirements when necessary.
• Customize content security — Enables admins to toggle Hudu’s default content security policies on/off and customize lists of approved frame, media, style, and script sources.

• Bulk actions for photos — Delete or move photos between folders in bulk.

• Global table filtering — Supports color and tag filters for faster sorting on password tables, and Flag Review lets you filter by item type — helping you zero in on exactly what needs attention.

Browser Extension

• Screen capture — Documents steps quickly while working in real time. This tool supports capturing clicks, zooming or blurring the image, and saving screenshots directly into KB articles or Processes.
  

▶ Watch Video

Mobile App

• Photo folders — Lets you view existing photo folders, add new photos, and move photos between folders to stay organized.
  

▶ Watch Video

• Updated password generator — Aligns mobile password generation with web settings and admin defaults.
• Biometric verification option — Adds the ability to require Face ID/Touch ID verification before showing confidential text.

Integrations

In 2025, we continued expanding how Hudu connects to the systems you use every day. We introduced new integrations, improved several existing ones, and saw partners contribute even more. New integrations include:

• Cloudflare
• Microsoft Intune
• Google Workspace
• Typesense
• HelpGhost
• zofiQ
• Mizo
• Zest

More to Celebrate

Outside of product releases, we accomplished a lot this year, and we’re grateful to celebrate these milestones with you.

• Hudu Community —Our collaboration platform where users share scripts, watch training videos in the Academy, and exchange questions and ideas about documentation and day-to-day workflows.
• Conferences and events — This year we attended MSP GeekCon, Connect Global, IT Nation, and DattoCon. These events gave us a chance to meet users, hear feedback, and see how Hudu fits into real workflows. As we head into the next year, expect to see us at more conferences and events, chatting with experts, meeting new teams, and continuing to grow the Hudu community.
• Customer success stories — We made it a priority this year to speak with customers and document how Hudu supports their day-to-day work. We talked with many customers about their experiences, challenges, and wins. Take a look at what they shared.

Thank YOU for a milestone year!

We were able to learn directly from so many of you this year — through product discussions, feedback threads, case studies, webinars, and conferences. Those conversations helped surface what’s working well, where documentation slows you down, and which parts of the platform have the biggest impact on your day-to-day work. Every update in this recap reflects something we learned along the way.

As we move forward, we’re committed to keeping those conversations active.

If you’re looking for a first look at what’s ahead in 2026, you can catch it in our latest End of Year webinar here.

Please note: For the smoothest browser extension experience, please ensure your Hudu instance is updated to v2.39.0 or later.

New Features

Replaced current “Redact” tool with “Blur” tool to enable blurring of sensitive data in images

▶ Watch Video

Bug Fixes

• Various bug fixes & improvements.

Stay Up to Date on Hudu News

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Microsoft SharePoint is a powerful platform for file storage, collaboration, and intranet sites. But while it works well as a general-purpose knowledge repository, it isn’t designed for structured IT documentation.

Hudu is purpose-built for IT teams and MSPs. With asset templates, IP Address Management, Rack Management, an integrated password vault, and native PSA/RMM integrations, Hudu delivers everything IT teams need — without the sprawl, customization overhead, or patchwork of add-ons.

The challenges IT teams face with SharePoint

SharePoint is widely used, but IT pros often run into challenges when trying to make it a documentation system:

• Not IT-specific: No built-in IPAM, rack layouts, or password vault.
• DIY customization: Requires heavy manual setup for fields, tables, and processes.
• Client access limitations: External sharing is complex and difficult to scope securely per client.
• Content sprawl: Without strict governance, sites quickly become disorganized.
• Performance issues: Large libraries or workflows can slow down and break.
• Integration reliance: Advanced workflows often require third-party tools.
• Admin overhead: Managing permissions, versions, and access requires constant upkeep.

In short: SharePoint is flexible, but IT teams end up spending more time configuring than documenting.

How Hudu solves IT documentation

Purpose-built for IT teams and MSPs.

• Structured IT assets: Drag and drop form builder for structured documentation, relationships, validation, plus Rack Management and IPAM.
• Secure passwords & TOTP: Built-in, linked to assets and clients.
• Client-ready portals:Branded, secure sharing without guest hacks.
• Screen Capture to SOPs: Instantly turn clicks into knowledge base articles and processes.
• RMM/PSA integrations: Auto-import devices, sync companies, and surface live context next to documentation.
• Robust API: Extend Hudu or connect any tool if you need a custom workflow.
• Predictable cost: Transparent pricing, no lock-in contracts.
• In-house support:Real IT experts, not ticket queues. Over 95%+ customer satisfaction.

Feature Comparison: Hudu vs SharePoint

Primary use case:

• Hudu: Specialized IT documentation & asset management
• SharePoint: General collaboration & document storage

Data structure:

• Hudu: Structured assets (fields, relations, validation)
• SharePoint: Free-form pages, libraries, and lists

IT-specific features:

• Hudu: Built-in IPAM, Rack Management, Password Vault (TOTP)
• SharePoint: None natively — requires manual workarounds or third-party apps

Integrations:

• Hudu: Native RMM/PSA integrations + robust API
• SharePoint: Microsoft 365 ecosystem or 3rd-party apps

Client sharing:

• Hudu: Branded client portal with scoped access
• SharePoint: External sharing requires licenses or complex guest setup

Setup complexity:

• Hudu: Quick to implement, IT-ready out of the box
• SharePoint: Heavy customization and governance required

Scalability:

• Hudu: Structured data stays consistent
• SharePoint: Large sites and libraries become complex and prone to sprawl

Pricing & contracts:

• Hudu: Transparent pricing, no annual lock-in
• SharePoint: Licensed via Microsoft 365 — cost tied to plans and storage tiers

Why structured data matters

For IT documentation, structure beats scattered pages. Hudu ensures IT documentation is organized, reportable, and a single source of truth:

• Assets, networks, and credentials are linked together.
• Predefined fields and validation keep data consistent.
• Expirations, passwords, and client views stay accurate.

SharePoint excels at team collaboration and file storage, but it wasn’t built to manage IT assets, networks, or credentials in a structured way.

Integrations: Automate documentation

• Native integrations: Connect directly with leading RMM, PSA, and network tools for automatic device and client imports.
• Robust API: If we don't have it yet, you can build it. Automate workflows, connect tools, and customize your stack without waiting.

SharePoint, by contrast, relies on Microsoft 365 ecosystem apps or third-party connectors — often requiring manual configuration and extra licensing.

When Hudu makes sense

Hudu is the right choice if your team needs:

• Structured IT documentation (assets, racks, IPs, passwords).
• Client-ready knowledge sharing with branded portals.
• Efficient workflows that save time with built-in tools.
• Secure password management baked into your documentation.
• On-demand support with no long-term contracts.
• Rapid release cycle driving an innovative, adaptive documentation system.

FAQs

Is SharePoint good for IT documentation?
It can be adapted, but requires constant customization and governance. Hudu is IT-ready out of the box.

Can SharePoint replace a password manager?
No. Hudu includes a secure password vault with TOTP built in.

Does Hudu integrate outside of Microsoft 365?
Yes. Hudu is vendor-agnostic with native integrations across PSAs, RMMs, and IT tools.

Will Hudu scale with my team?
Yes. Structured data and asset-level permissions make Hudu scalable for growing MSPs without slowing performance.

Summary

SharePoint is a powerful collaboration tool. Hudu is a complete IT documentation platform.

Hudu gives you structured data, IT-ready features, client portals, and best-of-breed integrations — without the complexity of bending a collaboration platform into an IT tool.

But not all IT documentation tools are built the same. And choosing the wrong one can leave you right back where you started: stuck with clutter, inconsistency, and frustration.

Here’s what to look for in a documentation platform that actually works, and scales, for modern IT teams.

Does it support structured, scalable documentation?

IT environments are complex. You’re tracking assets, users, credentials, processes, vendors, and more. A good documentation platform shouldn’t feel like a blank wiki - it should give you structure from day one.

Look for:

• Customizable asset layouts
• Relationship mapping between objects (assets, passwords, articles, etc.)
• Consistent templates for knowledge bases and SOPs

Without structure, documentation gets messy fast. And messydoesn’t scale.

Will your team actually use it?

Adoption is everything. The best documentation tool is the one your team actually uses - not the one gathering dust behind a login.

That means:

• A clean, intuitive interface
• Fast, accurate search
• Browser extensions or in-app overlays that surface context where techs already work
• Mobile access (for on-site teams or after-hours needs)

If it’s too slow or too clunky, it won’t matter how many features it has.

Can it integrate with your existing tools?

Your documentation shouldn’t live in isolation. The right platform pulls in context from the systems you already rely on.

Look for integrations with:

• PSAs like ConnectWise, HaloPSA, Autotask
• RMMs like NinjaOne, Syncro, N-central
• Microsoft 365
• SSO and identity providers

Even better? An API that lets you automate and extend documentation into your workflows.

Does it support security and permissions at scale?

Not everyone needs access to everything. And in regulated industries, who sees what - and when -matters.

Make sure your platform offers:

• Granular permissions by user or role
• Audit logs
• MFA and SSO support
• Secure credential management with MFA-sharing options

Documentation should be open enough for collaboration, but controlled enough to stay secure.

Is it built for IT or just repurposed?

Wikis and knowledge bases are everywhere. But IT teams need more than a place to type notes. You need a platform that understands:

• The difference between a firewall and a printer
• The value of documenting a backup chain, not just writing an article
• That processes need to be repeatable, not buried in a ticket history

The right tool isn’t generic, it’s purpose-built for the way IT teams actually work.

Where Hudu fits

Hudu is built from the ground up for IT teams and MSPs who are serious about doing documentation right. It’s not a repurposed wiki or a bloated platform - it’s focused, flexible, and fast to roll out.

With Hudu, you get:

• Structure where it matters – Custom asset layouts, related passwords, and linked KBs keep information connected
• Secure credential management – MFA-sharing, granular permissions, and full audit trails
• Fast access to knowledge – Powerful search, browser extension, and in-app Assist to surface documentation where your techs already work
• Seamless integrations – Connect to the tools you’re already using, like Microsoft 365, ConnectWise, HaloPSA, NinjaOne, Syncro, and more
• A platform your team will actually use – Simple UI, customizable organization, and no fluff

Whether you're a 1-person MSP or an enterprise IT department supporting thousands, Hudu gives you the consistency, visibility, and control that generic tools just can’t.

Don’t just take our word for it

See how IT teams like yours are using Hudu to simplify onboarding, resolve tickets faster, and scale without chaos.

Customer Success Stories

Passportal was designed first and foremost as a credential management tool. It’s excellent for securing and injecting passwords, but its documentation features are secondary — they don’t go far enough for MSPs or IT departments managing complex environments.

Hudu, on the other hand, was built from the ground up for IT documentation. With structured asset templates, IP Address Management, Rack Management, an integrated password vault, and direct RMM/PSA integrations, it centralizes everything IT teams need without requiring add-ons or outside tools.

The challenges IT teams face with Passportal

Passportal is strong in credential security, but IT teams run into clear limitations when trying to use it as a full documentation system:

• Cloud-only: Passportal is a 100% cloud-hosted service — there’s no self-hosted deployment option for industries that require it.
• Opaque pricing: Passportal does not publish pricing. Costs are quote-only and require a sales conversation.
• Not purpose-built: Includes documentation features, but positioned as part of the platform rather than its primary focus.
• Integrations: Passportal integrates with PSAs/RMMs and Active Directory, but integration depth is mainly around credential workflows.

In short: Passportal excels at passwords but forces IT teams to piece together the rest of their documentation strategy.

How Hudu solves IT documentation

Purpose-built for IT teams and MSPs.

• Structured IT assets: Drag and drop form builder for structured documentation, relationships, validation, plus Rack Management and IPAM.
• Secure passwords & TOTP: Built-in, linked to assets and clients.
• Client-ready portals:Branded, secure sharing without guest hacks.
• Screen Capture to SOPs: Instantly turn clicks into knowledge base articles and processes.
• RMM/PSA integrations: Auto-import devices, sync companies, and surface live context next to documentation.
• Robust API: Extend Hudu or connect any tool if you need a custom workflow.
• Predictable cost: Transparent pricing, no lock-in contracts.
• In-house support: Real IT experts, not ticket queues. Over 95%+ customer satisfaction.

Feature Comparison: Hudu vs Passportal

Primary use case:

• Hudu: Specialized IT documentation & asset management
• Passportal: Credential management with basic documentation

Data structure:

• Hudu: Structured assets (fields, relations, validation)
• Passportal: Documentation tied to credentials with simple templates

IT-specific features:

• Hudu: Built-in IPAM, Rack Management, Password Vault (TOTP)
• Passportal: Credential injection, password reset automation, auditing

Integrations:

• Hudu: Native RMM/PSA integrations + robust API
• Passportal: RMM and AD sync, credential workflows

Client sharing:

• Hudu: Branded client portal with scoped access
• Passportal: Self-service portals focused on passwords, limited documentation share

Setup complexity:

• Hudu: Quick to implement, IT-ready out of the box
• Passportal: Requires configuration and customization to unlock full documentation features

Scalability:

• Hudu: Structured data stays consistent
• Passportal: Documentation features are more limited, making it harder to maintain consistency at scale

Pricing & contracts:

• Hudu: Transparent pricing, no annual lock-in
• SharePoint: Quote-only pricing, exact terms require a sales conversation

Why IT teams need more than password storage

Strong credential management is essential — but without structured documentation, IT teams end up duplicating work and losing visibility.

Hudu ensures documentation is always accurate, consistent, and connected:

• Assets, networks, and credentials are linked together.
• Predefined fields and validation keep data consistent.
• Expirations, passwords, and client views stay accurate.
  

Passportal secures passwords but doesn’t offer the depth of structured IT documentation needed to scale.

Integrations: Automate documentation

• Native integrations: Connect directly with leading RMM, PSA, and network tools for automatic device and client imports.
• Robust API: If we don't have it yet, you can build it. Automate workflows, connect tools, and customize your stack without waiting.

Passportal, by contrast, focuses its integrations on credential injection and Active Directory sync — limiting automation across the broader IT stack.

When Hudu makes sense

Hudu is the right choice if your team needs:

• Structured IT documentation (assets, racks, IPs, passwords).
• Client-ready knowledge sharing with branded portals.
• Efficient workflows that save time with built-in tools.
• Secure password management baked into your documentation.
• On-demand support with no long-term contracts.
• Rapid release cycle driving an innovative, adaptive documentation system.

FAQs

Is Passportal a documentation tool?
It offers templates, but its main focus is password management. Hudu is built specifically for IT documentation.

Does Hudu integrate with my PSA or RMM?
Yes. Hudu has native integrations across popular IT tools. Passportal focuses primarily on credentials and Active Directory sync.

Does Hudu offer both cloud and self-hosted options?
Yes. Hudu gives you the flexibility to choose either cloud-hosted or self-hosted deployment, depending on your security and compliance needs. Passportal is only available as a cloud service.

Will Hudu scale with my team?
Yes. Structured data and asset-level permissions make Hudu scalable for growing MSPs without slowing performance.

Summary

Passportal is a strong credential vault with light documentation. Hudu is an all-in-one IT documentation platform that includes credential management alongside structured assets, runbooks, and client portals.

For IT teams that need more than passwords, Hudu is the complete solution.

Key Highlights

Save time and reduce manual work

▶ Watch Video

Radar automates the process of creating and maintaining networks and devices in Hudu.

• Instead of manually adding each network and it’s IP addresses, Radar discovers them and creates them for you.
• Instead of creating assets for each device one by one, Radar detects devices and automatically builds assets with the details it collects.
• New assets are automatically related to the IP addresses they belong to, making relationships clear in Related Items.

By cutting down on manual entry, Radar not only saves time but also reduces the risk of data entry errors.

Automated network scans

Radar is a desktop application that scans available networks every 35 minutes, automatically detecting connected devices. It runs on Windows 10+ and Windows Server 2016+ and is available for both hosted and self-hosted Hudu instances.

If device data changes, Radar automatically updates the asset in Hudu during its next scan. Every change Radar makes is recorded in Hudu’s activity logs, so you always know what was updated and when.

Detailed device information

Radar collects key details about devices on your networks, including IP address, type, MAC address, vendor, name, domain, operating system, serial number, model, CPUs, disks, last login user, uptime, and interfaces.

Warranty tracking

Radar also helps make warranty expiration tracking easier by automatically creating a warranty expiration if vendor and serial numbers are found.

Network mapping

Generate clear network topology views to instantly see how every device connects, communicates, and interacts across your environment. With a single glance, you’ll understand the full structure of your network.

Hudu Radar Agent

When device data cannot be gathered over the network alone, the optional Radar Agent provides additional detail. Installed directly on devices, the Agent sends updated information every 15 minutes. It is available for Windows 10+ and Windows Server 2016+.

Quicker offline detection

If a network or device connected to Radar goes offline, Radar displays a visual indicator, helping you identify issues faster.

Simple licensing

Radar is licensed at $9/company/month when paid annually, with unlimited networks, users, and Radar Agents included. Purchase through HuduHQ, enable Radar in your Admin settings, and download the installer to begin scanning. Agents can be deployed directly from the connected network details page after the first scan.

Get started today

Hudu Radar is available now for all hosted and self-hosted users. Purchase through your HuduHQ billing page, enable it in your Admin settings, and start scanning networks to bring every device into view.

Discover. Document. Done — with Hudu Radar.

Please note: For the smoothest browser extension experience, please ensure your Hudu instance is updated to v2.39.0 or later.

New Features

Edit Screen Capture images

▶ Watch Video

With Hudu Browser Extension v2.10.0, your screenshots are no longer one-size-fits-all. Zoom and move images, redact sensitive info, customize click colors, and add borders — all built in, so your documentation looks cleaner, sharper, and more professional.

Bug Fixes

• Various bug fixes & improvements.

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Highlights

Connected fields

▶ Watch Video

Connected fields let you link select fields in an asset layout to specific data points from your integrations. Once connected, the field automatically populates with the integration’s value and updates with each sync, giving you more control over how and where data appears, without relying solely on integration cards.

Photo folders

Photo folders let you create folders and subfolders to keep images neatly organized. Drag and drop photos into place, or move them while viewing thumbnails or full-size images - making it easy to find what you need, when you need it.

Workflows

▶ Watch Video

Workflows let you set up custom rules to automatically flag a record whenever it’s created or updated - keeping important changes visible and easy to track. This is just the start of a powerful, long-term feature, and we’re excited to bring even more workflow actions in future updates.

Expanded bulk actions

Expanded bulk actions give editors and authors the ability to move records between companies and folders, while also granting authors access to bulk actions for the first time - making it faster to manage and organize your data.

Google Workspace integration

Like the M365 integration but have clients on Google? No problem. The new Google Workspace integration automatically syncs users and licensing information, allowing you to manage users in one place, gain better client visibility, and streamline client creation and onboarding.

Typesense integration

For Hudu users already running Typesense (cloud or self-hosted), you can now integrate it with Hudu for lightning-fast searches and added customization. While not a replacement for our ongoing search improvements, it’s an option for those already using Typesense.

Improvements

• Updated Assets API to handle multiple asset links in one asset link field
• Added multiple options parameter to Lists API
• Major speed/performance improvements for all users
• Added ability to skip guest account to M365 integration
• Increased max OTP character limit to 200
• Add list_id field to the AssetLayouts PUT/POST API endpoint
• Dark mode support for API documentation page
• Converted Group restriction options to switch toggle for better UI
• Added vorexlogin to FQDN options in BMS integration settings
• Added option to include “Details” column when exporting activity logs to .csv
• Added mailto: for email addresses in copyable text fields
• Alphabetized active integration dropdown menu
• Added “Create and Add Another” button when creating new asset layout fields
• Asset layout type displays along with company name in asset link search results
• Onboarding process section on company home page can be opened/closed
• Added flag color to dropdown flag selection
• Added hover tool tip with full company name if truncated on company/child company cards
• Performance enhancements to integration syncs to better handle large jobs
• Updated country data for address field pickers
• Updated group company permission selector from single to multi-select

Bug Fixes

• Editing password folder group permissions resulted in error
• KB formatting and horizontal scroll issue in articles with long code blocks
• Icons in callouts displaying incorrectly
• Text selection inaccuracy when highlighting text near H4s for Windows users
• Visual delays when adding and removing related items
• Pagination issue with process template search that limited results to the first 100 templates
• Rich text fields unable to be resized when editing text
• User name field in activity logs not updating to reflect user name changes
• Adjusted keyboard navigation in related items modal
• GET request for Magic Dash keys pulling company data outside the key’s scope
• 500 API error when filtering by asset layout slug
• Deleting a company expiration redirected to the wrong page
• Icon for related assets not updating correctly
• Asset links only showing in edit mode for some assets
• Bulk action for unarchiving archived companies was mislabeled
• Copyable text fields not truncating text correctly
• Sort by date archived column in museum data tables was sorting incorrectly
• Issues with KB article formatting when zoomed in or viewing on a small screen
• Updated default sort of IP addresses to sort by ascending
• Asset layout alternate name not applying
• Custom CSS not applying in WYSIWYG editor
• Cloudflare pagination stopping at 100
• Meraki pagination stopping at 1k devices
• Creating Bridges between instances where a user has the same email in both resulted in the user being locked out
• Primary serial value for integration cards not populating correctly, which lead to incorrect asset matching
• Performing a GET request to retrieve procedures and applying a filter using the procedure's name returned a 500 internal server error
• API requests without authorization returning 500 internal server errors rather than 401 unauthorized
• Updated error handling for invalid VLAN Zones created via API
• Issue when sorting assets by list select column if multiple list options were selected
• If the company template a child process was made from was deleted, clicking the process resulted in 500 error. Deleting a company template will now delete all child processes made from it as well.
• Table outlines not visible in dark mode in Datto integration cards
• Company logo being pulled incorrectly
• Re-sync button not working on Watchman integration cards
• Assets with multiple date fields to create expirations only created one expiration if the same date was entered in multiple date fields
• Clicking a company name in an integration settings company matchers table resulted in “Content missing” message
• Updated single select pickers to ignore keyboard shortcuts when typing to search picker options
• Global networks count in lefthand navigation incorrect
• Timeout issue causing some websites to not be monitored correctly
• 400 error when updating assets with a checkbox field via API
• 500 error when attempting to change field types for existing asset layout fields
• Various other minor bug fixes and improvements

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IT asset management (ITAM) is the practice of tracking and optimizing the lifecycle of technology assets - everything from laptops and firewalls to software licenses, cloud subscriptions

It’s more than a spreadsheet of inventory. It’s a system for answering questions like:

• What do we own?
• Where is it?
• Who’s responsible for it?
• Is it up to date, secure, and under warranty?
• Are we paying for something we’re not using?

Why IT asset management matters

Whether you’re an internal IT team or an MSP, unmanaged assets can cause real problems:

• Security gaps when you lose track of endpoints or firmware version
• Wasted budget on unused licenses or forgotten subscriptions
• Troubleshooting delays when no one knows what’s installed where
• Compliance issues without clear ownership and audit trails

With solid asset management, you can respond faster, plan smarter, and stay in control.

What counts as an asset?

In ITAM, assets can include:

• Hardware: servers, switches, laptops, mobile devices
• Software: operating systems, local apps, SaaS licenses
• Cloud resources: virtual machines, containers, IP addresses
• Peripheral items: power strips, docks, patch cables
• Contracts and warranties: tied to any of the above
• Other: people, locations, etc.

The key is consistency - track the right level of detail for your environment, and make sure every asset is accounted for.

What's an ITAM tool?

An ITAM tool is dedicated software that helps you organize, document, and manage all your technology assets in one place. Unlike a spreadsheet or a static list, a purpose-built tool gives you:

• Custom asset types and fields to match your stack
• Relationship mapping between assets, people, locations, and credentials
• Search, filtering, and reporting to answer questions fast
• Alerts and automation to track changes or upcoming renewals
• Audit trails and role-based permissions for compliance and control

A good ITAM tool not only tracks what you have - it improves visibility, accountability, and decision-making across your team.

How Hudu helps

Hudu was built to make asset documentation smarter, faster, and more reliable. Here’s how we support ITAM best practices:

• Custom asset layouts: Hudu lets you define custom fields and layouts so your team can track exactly what matters - serial numbers, purchase dates, warranty expiries, assigned users, and more.
• Relationship mapping: You can link assets to people, locations, passwords, documentation, and other assets.
• Expiration tracking & alerts: Mark any date field as an expiration, then set up alerts so nothing slips through the cracks.
• Integrations with RMM and PSA: Native integrations sync asset and device data automatically pulling from PSA/RMMs like ConnectWise, Atera, Syncro, HaloPSA, NinjaOne, DattoRMM, and more.
• Granular permissions & audit trails: Hudu’s permission model lets you control access by role or group, and every change is logged.
• Search & filter tools: You can search across all companies and asset types, then filter by layout, client, or specific fields.
• Mobile App & Browser Extension: Use Hudu Assist (browser extension) and mobile access to view or update assets on the go, even while working on tickets in PSA/RMM tools.
  

IT asset management isn’t just about being organized - it’s about being ready.

When a device goes missing, a warranty expires, or a client calls with a critical issue, having the right asset data at your fingertips makes all the difference.

AI tools are now part of daily life by helping teams write faster, plan better, and support customers more efficiently. But with multiple ChatGPT models available, it can be tricky to know which one’s the best fit for your needs.

Think of it like choosing the right tool from a toolbox. Each model is built for a different kind of job - some better for quick tasks, others designed for long-form structure or in-depth logic.

Here’s a quick breakdown of the models available today.

GPT-3.5 (Free version)

Like a Bicycle: Simple, reliable, and perfect for light tasks.

This is the model that comes with the free version of ChatGPT. It’s fast and works well for casual tasks like jotting down ideas, writing short emails, or asking everyday questions.

Best for:

• Brainstorming and list-making
• Quick replies or summaries
• Casual content

Skip it for: anything complex, structured, or logic-heavy. It's not the best choice for technical writing or anything that requires depth.

GPT-4o

Like a Tesla: Fast, capable, and full of features.

This is OpenAI’s most advanced general-purpose model right now. It handles text, images, and (in some tools) audio - making it incredibly flexible. It’s especially good at following instructions and formatting content clearly.

Best for:

• Professional documentation
• Knowledge bases
• Ai-powered features inside apps

It’s a go-to model for daily work if quality and versatility are priorities.

o3

Like a Scooter: Quick and lightweight, but with limitations.

o3 is designed for speed and simplicity. It’s useful for short tasks like writing tags or chatbot replies. Just don’t expect deep reasoning or consistent formatting.

Best for:

• Tagging/classifying content
• Simple automation
• Basic chatbot responses

o3 pro

Like a Basic Sedan: More power, still affordable.

A step up from o3, this model handles instructions better and offers more logical consistency. It’s a good fit for tools that need some structure, without requiring top-tier output.

Best for:

• Internal chat assistants
• Lightweight customer support
• Automations that need a bit of logic

o4-mini

Like a Hybrid Car: Efficient, smarter than it looks.

Part of the GPT-4 family, o4-mini strikes a balance between cost, speed, and capability. It does well with structured content and formatting, without being too heavy.

Best for:

• Summarizing knowledge base articles
• Writing guides or how-tos
• Low-latency app features

o4-mini-high

Like a Tuned-Up Hybrid: Still efficient, but with sharper output.

An improved version of o4-mini that’s more consistent and better at logic-driven writing. Great for workflows that need structure but can’t afford lag or high costs.

Best for:

• Onboarding content
• Step-by-step documentation
• Structured replies with multiple layers

GPT-4.1

Like a Delivery Van: Built for big jobs and long hauls.

GPT-4.1 is all about reliability and structure. It’s not the fastest, but it shines in scenarios where accuracy, logic, and long-form content matter most.

Best for:

• Building AI tools or agents
• Writing detailed SOPs
• Multi-step prompt chains

GPT-4.1 Mini

Like a Compact SUV: Practical, responsive, and capable.

A smaller version of GPT-4.1 that still handles reasoning well. It's ideal for real-time support, rewriting content on the fly, or integrating into tools that need speed and smarts

Best for:

• Chatbots
• Quick content rewrites
• Embedded Ai tools

Where Hudu comes in

If you're using Hudu for documentation, SOPs, or internal knowledge sharing, these models can plug directly into your processes.

Teams often use AI in Hudu to:

• Build step-by-step guides using GPT-4o or o4-mini-high
• Reformat or rewrite content using prompt templates
• Accelerate onboarding and documentation
• Reduce repetitive writing tasks

And with the Hudini Ai Assistant, you can save your best prompts and reuse them across the team - no need to start from scratch every time.

Final Thoughts

Choosing a ChatGPT model doesn’t have to be complicated. It’s just a matter of matching the right tool to the task.

If you’re handling documentation or customer-facing content, GPT-4o or o4-mini-high are solid choices. For quick content, chatbot replies, or testing workflows, the o3 models work well.

Whatever your use case, pairing the right model with the right platform - like Hudu - can help your team move faster, stay organized, and work smarter.

Here are ten of the most useful prompt tricks to save you time and boost your productivity:

1. ELI5 (explain like I'm 5)

Sometimes complex topics get overwhelming. Want a quick, simple explanation that anyone can understand? Try the ELI5 prompt.

Use Case

Quickly explain the value of IT documentation to new technicians first starting at an MSP

Example

ELI5: Why good IT documentation is important

ChatGPT will break down the topic into simple terms without jargon or complicated details.

2. TL;DR (summarize long text)

Got a long article, report, or email and don’t have time to read the whole thing? The "too long; didn't read" prompt might help.

Use case

Turn a long onboarding article into a quick overview for new hires

Example

TLDR: KB Article for the "New Employee Welcome Guide"

ChatGPT will give you a short summary, highlighting the main points so you can get up to speed instantly.

3. Jargonize (professional or nerdy tone)

Need your writing to sound polished, professional, or technical? Use the jargonize prompt.

Use case

To provide a professional and technical description of Hardware-as-a-Service to post on LinkedIn, your website, etc.

Example

Jargonize: HASS

Whether it’s for a LinkedIn post, a pitch deck, or an email, this command helps transform your words into smart, industry-appropriate language that resonates with experts.

4. Humanize (make it sound more natural)

Is your AI-generated text feeling robotic or stiff? Humanize it with this prompt.

Use Case

Turn your AI drafted KB article for remote workers into friendly, supportive content that employees actually want to read.

Example

Humanize: Remote Work Best Practices KB Article

ChatGPT will respond in a more conversational, friendly style with no more awkward or overly formal phrases. It also helps avoid buzzwords like “game-changing” or “revolutionary,” keeping your message authentic.

5. Compare (see differences or similarities)

Want to understand how two or more things relate? Compare them using ChatGPT.

Use Case

Can be used as a powerful prompt to show your customers the value of having a Managed Services contract vs being a break-fix customer.

Example

Compare: Compare Managed Services vs Breakfix

ChatGPT will highlight key differences and similarities side-by-side.

6. Expand (add more detail or examples)

Need a fuller explanation or more examples? Use the expand prompt.

Use Case

Help new techs see the bigger picture by building a detailed explanation covering how it works, why it matters, and examples.

Example

Expand: DNS

ChatGPT will elaborate on and lengthen a given topic for deeper understanding.

7. Outline (organize ideas)

Need to organize ideas quickly? Try outlining with ChatGPT.

Use Case

Convert a detailed server migration SOP into a clear outline.

Example

Outline: Server Migration SOP

8. Bullet (create bullet points)

Turn information into clear bullet points for easy reading.

Use Case

Turn a long KB on “Configuring Office 365 Security Defaults” into concise bullets.

Example

Bullet: Configuring Office 365 Security Defaults

Perfect for notes, summaries, or lists.

9. Analogy (Explain with a metaphor)

Want a metaphor or comparison to better understand a concept? Use the analogy prompt.

Use Case

Help your non-technical customers get a better understanding of what Managed Services is and the value it provides.

Example

Analogy: Managed Services

Makes complex ideas relatable and easier to grasp.

10. Quiz me (Test your knowledge)

Test your knowledge or practice learning with the quiz me prompt.

Use Case

Test your technician's knowledge on a KB article.

Example

Quiz me: Phishing Email Procedures KB Article

ChatGPT will generate questions to challenge and reinforce your understanding.

Why these matter

By adding just a few words to your prompt, you can steer ChatGPT’s responses to better fit your needs, whether you want to learn, write, or communicate more effectively. These simple codes save time, reduce frustration, and make AI work smarter for you.

Try them next time you use ChatGPT for better writing, quicker thinking, and sharper communication.

Check out our Prompt Library for more examples.

MSP documentation software is a tool designed to help Managed Service Providers (MSPs) securely store, organize, and access client-related IT information, like credentials, assets, processes, and SOPs, in one centralized location.

If you’ve ever lost time chasing down a password, reverse-engineering a network layout, or fixing inconsistent onboarding notes, you already understand why it matters.

What makes it different from a general documentation tool?

While general documentation tools (like Notion or OneNote) focus on flexibility, MSP documentation software is built for operational efficiency and security in managed IT environments. That means:

• Structured layouts tailored for IT use cases
• Permission controls across clients and teams
• Integrations with RMMs, PSAs, and other MSP tools
• Logging and auditing to support compliance
• Features like password vaults and asset relationship mapping

In short: It’s documentation that works the way MSPs do.

What does it include?

A good MSP documentation platform typically covers:

• Asset tracking: devices, networks, cloud resources
• Credentials: password management with MFA support
• Process documentation: SOPs, onboarding checklists, KBs
• Integrations: pull real-time data from your PSA, RMM, and other tools
• Relationship mapping: connect assets, users, vendors, sites, and more
• Permissions and audit trails: for security and accountability

MSPs use documentation software to reduce ticket resolution times, speed up onboarding, and ensure nothing falls through the cracks.

How Hudu helps

Hudu is built specifically for MSPs - designed to handle the complexity of managing documentation across multiple clients while keeping things fast, consistent, and secure.

• Client-specific workspaces: Keep every client’s data cleanly separated, with isolated permissions and tailored documentation.
• Custom asset layouts: Document anything using consistent, searchable templates with your own fields.
• PW vault with MFA and sharing: Store and share passwords securely. MFA tokens and browser extension access make tech workflows faster without compromising security.
• Process and KB documentation: Build internal SOPs, how-tos, and client-facing guides with versioning, folder structure, and linked records.
• RMM & PSA integrations: Automatically sync data from tools like ConnectWise, Syncro, HaloPSA, NinjaOne, Meraki, Datto, and more so asset records stay up to date.
• Relationship mapping: Link assets, passwords, locations, and people so your team has the full picture.
• Search, filters & global view: Find what you need fast with global search and smart filters.
• Granular permissions & audit logging: Assign access by role, group, or client. Every change is tracked to support compliance, accountability, and peace of mind.

For MSPs, documentation isn’t an afterthought - it’s operational infrastructure.

With the right platform, your team works faster, your clients get better service, and your knowledge stays secure.

Let’s break down what server rack management is, why it matters, and how tools, QR codes, and automation are transforming the way IT teams stay organized.

What is Server Rack Management?

Server rack management refers to the organization, documentation, and maintenance of physical IT equipment housed in server racks. That includes not just servers, but also switches, patch panels, routers, UPS devices, and even blanking panels.

Effective rack management ensures that:

• Equipment is physically organized for optimal airflow and space usage
• Power and cabling are labeled and routed cleanly
• Technicians know exactly what’s in the rackwithout opening a dozen PDF files or tracking down a spreadsheet

It’s the difference between a clean, functional rack and a tangle of mystery cables and unlabeled boxes.

Why does Rack Management Matter?

Poor rack management isn’t just an eyesore,it can lead to:

• Longer troubleshooting times. If your team has to trace physical connections or guess what’s where, tickets take longer.
• Increased downtime. Mistakes during swaps or installs become more likely without clear documentation.
• Inefficient use of space and cooling. Overcrowded or poorly laid-out racks restrict airflow and waste valuable rack units (U).

On the flip side, good rack management saves time, reduces risk, and extends the life of your hardware.

What is a Rack Management tool?

A rack management tool is software that helps you visualize, document, and manage what’sin each rack. Instead of relying on whiteboards, Visio diagrams, or inconsistent spreadsheets, these tools let you:

• Create visual diagrams of each rack
• Assign devices to exact rack units
• Attach key metadata like serial numbers, warranties, and power usage
• Connect related assets (like patch panels or upstream switches)
• Track changes and add notes during installs or swaps

By moving beyond manual tracking, a rack management tool provides IT teams with clear, detailed, and up-to-date visual documentation.

Rack QR Codes: Speed meets accuracy

Tired of walking up to a rack and wondering, “What is this thing?” QR codes eliminate the guesswork.

By applying a QR code to each rack (or even each device), techs can scan with their phone or tablet and instantly access:

• The device’s documentation
• Rack layout views
• Linked credentials,passwords or other related information
• Change history

It’s a small touch that makes a huge difference, especially in fast-paced environments or when onboarding new team members.

Rack Management + Automation

Manual documentation leads to missed updates, especially when racks change frequently. That’s where automation comes in.

• Populate device information
• Flag unregistered equipment
• Alert you to unused or overused rack space
• Track changes over time for auditing

Some teams even pair automation with APIs to sync rack data across platforms - like documentation tools, asset systems, or ticketing software.

How Hudu helps

Server rack management may not be flashy, but it’s foundational. A well-managed rack saves hours in troubleshooting, keeps your documentation aligned with reality, and helps every technician move faster and smarter.

That’s why Hudu includes built-in rack management, designed to bring structure and clarity to your physical infrastructure - right alongside your processes, passwords, assets, and documentation.

With Hudu, your team can:

• Build interactive rack diagrams across clients, with device placements down to the exact U-space
• Document hardware details like serial numbers, warranty dates, and power draw
• Show connections between devices, patch panels, and upstream infrastructure for full context
• Add real-time notes during installations or hardware swaps to keep everyone in the loop
• Use rack or device-level QR codes to instantly pull up documentation, layouts, passwords, and revision history with your camera
• Keep everything linked - devices, network zones, credentials, and supporting documents
• Sync rack data automatically from external systems using integrations or API connections
• Identify unused rack space, flag unknown devices, and maintain a reliable audit trail without the manual effort
• Access your data anywhere. Keep Hudu with you via mobile/tablet, or print a visual of the rack to carry it with you

All in one unified platform with no extra tools or messy spreadsheets required.

Highlights

Microsoft Intune integration

Managing devices across tools isn't ideal. With Hudu’s new Microsoft Intune integration, you can pull device details like inventory and compliance status directly from your tenant into Hudu. Keep everything centralized, searchable, and audit-ready.

JIT Provisioning

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Onboard smarter, not harder. With JIT Provisioning, new users can create their own Hudu accounts automatically on first sign-in with no manual setup required. Just enable it in your SSO settings for seamless, secure access and one less thing on your plate.

Password Folder API

The Password Folders API is here - built for teams who want more control through code. Use the new endpoints to create, edit, and delete password folders programmatically. Whether you're syncing from another system or managing structure at scale, you can now maintain consistency without doing it all manually.

Customize table columns

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No more one-size-fits-all views. You can now choose exactly which columns appear in the Central KB, Companies Directory, and every company table - from assets and passwords to VLAN zones and racks. Highlight what’s relevant, hide what’s not, and make your workspace truly your own.

Improvements

• Added ability to:
  • change company when viewing an individual VLAN ID (also moves all networks within it)
  • change company when viewing an individual VLAN Zone (also moves all VLANs and networks within it)
  • change company when viewing an individual website
  • change company when viewing an individual rack
  • archive when viewing an individual rack
  • change folder when viewing an individual password
  • change folder when viewing an individual company KB article
  • change folder when viewing an individual Central KB article
  • assign password color in bulk
• Added search to global process template and KB article template pickers
• Updated admin/lists table to include results per page picker, pagination, search bar, sortable created by and last updated by columns, sort by name, and added bulk delete.
• M365 sync button added to integrations dropdown
• Sort assets by list values
• Filter Documentation Quality table by star rating
• Added tooltip on hover when asset folder name is truncated
• Refreshed integration directory logos
• Updated search to prioritize results by name match, followed by any record content matches
• UI updates to Activity tool in record righthand tool panel to make version history easier to find
• Added API endpoint to GET groups

Bug Fixes

• Photos in KB articles created by the Hudu browser extension screen capture feature not visible when article shared via public share link
• Companies being duplicated when using the “add all companies” option when managing a group’s company access
• Creating a new password when inside a folder was not automatically populating the folder input
• User profile was able to be edited by an admin using impersonate mode
• Activity log not updating for some users
• Password copy buttons not working for some users
• Documentation quality discrepancy between dashboard and global views for some users
• Delay in displaying an IP that was assigned to a newly created asset
• Datto RMM card re-sync issue
• Expiration Notifications show asset_field instead of the field name for some users
• “HuduBot where are you?” displaying incorrectly in integration logs for some users
• Websites not automatically refreshing for some users
• Adjusted text wrapping for TTL values in TXT records
• Table columns could not be resized when viewing on a tablet
• Fixed truncation for long names in global and keyboard shortcut search results
• Keyboard commands [ and ] interfering with browser commands on Mac
• Microsoft365 integration not syncing all accounts for some users
• Microsoft365 integration not including license details for some users
• Incorrect order when filtering assets by boolean values
• Accordion headings not anchoring properly when using the table of contents in KB articles
• Expiration Notifications show asset_field instead of the actual field name
• Webhook not firing for deleted resources and on asset/website updates
• Domain pulling incorrect SSL cert expirations for some users
• Various other minor bug fixes and improvements

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Imagine you have a big box of LEGOs.

Now, pretend your job is to build a really cool castle with those LEGOs.

You do it once, and it looks amazing! But the next day, your friend wants to build the same castle.

Uh-oh… you forgot how you built it!

IT documentation is like a set of instructions you write down so that you (or your friends) can build the same LEGO castle again anytime - without guessing.

In the real world, instead of LEGO castles, grown-ups build computers, networks, and websites. So, they write down what they did, how it works, and how to fix it if it breaks.

It’s like a giant instruction book for everything in your tech toybox.

Whether you're running an internal IT department or an MSP managing dozens of environments, having strong documentation isn't optional - it’s essential.

Why does IT Documentation matter?

Without documentation, knowledge lives in people’s heads (until they leave). You risk inconsistent support, slower onboarding, longer resolution times, and costly mistakes.

With good documentation, you gain:

• Faster technician onboarding
• Quicker resolution of tickets
• Better client service and trust
• Easier compliance with frameworks like HIPAA, SOC 2, and more
• Greater operational consistency across teams

Strong IT documentation transforms individual knowledge into shared assets, driving faster onboarding, smoother support, higher client confidence, regulatory compliance, and consistent team performance.

What should be documented?

IT documentation covers a wide range of areas, and Hudu is built to support the ones that matter most and a whole lot more:

1. Client and company info

Details like locations, points of contact, and key dates are the foundation. Hudu’s Company Overview makes this data easy to find and maintain.

2. IT assets

Think: servers, workstations, firewalls, and cloud resources. Using custom asset layouts, you can structure your asset documentation to match exactly how your team works - no rigid templates.

3. Passwords and credentials

Securely store and share credentials with built-in Password Management. Role-based permissions ensure access is tightly controlled and auditable.

4. Processes and SOPs

Step-by-step documentation for repeatable tasks is critical for scaling your team. Use Processes and Knowledge Base articles in Hudu to capture tribal knowledge and standardize how work gets done.

5. Integrations with key tools

Documentation shouldn’t live in a vacuum. Hudu connects with tools like Microsoft 365, HaloPSA, ConnectWise, and more, automatically syncing vital information and reducing duplicate entry.

6. Compliance and security records

Need to maintain logs or show controls for HIPAA or SOC 2? Hudu helps centralize documentation for policies, audits, and IT best practices, so you're not scrambling when the auditor shows up.

What makes good IT Documentation?

It’s not just about writing things down. Effective documentation is:

• Structured: Use consistent templates and formats
• Searchable: Quickly find what you need with smart search tools
• Up-to-date: Built-in reminders and assignments help prevent rot
• Secure: Permission controls and version history protect sensitive data
• Collaborative: Let your team contribute, but with controls in place
• Accessible: Available on desktop, mobile, and via browser extension

Effective IT documentation balances clarity, security, and accessibility - ensuring your team can easily find, trust, and contribute to up-to-date information anytime, anywhere.

Why do you still need IT Documentation - even if you use a PSA and RMM tool?

If you're already using a PSA (Professional Services Automation) and RMM (Remote Monitoring & Management) tool, you're ahead of the game. But there's a critical piece many IT teams overlook: documentation.

But what if your PSA or RMM includes documentation? Here’s why even the best PSA and RMM stacks fall short and how an IT documentation software fills the gaps.

What’s the difference?

Think of your PSA, RMM, and Documentation platform as thethree pillars of a mature, scalable IT operation:

Real-world gaps a PSA & RMM can’t cover

Here’s where a dedicated documentation platform makes a big impact.

Configuration context

• RMMs show you the status of a device.
• Documentation shows why it’s configured that way, what it connects to, and what to do when it breaks.

Repeatable workflows

• PSAs track that a task got done.
• Documentation shows how to do it again correctly every time.

Faster technician ramp-up

• Without documentation, new hires rely on tribal knowledge or ticket spelunking.
• With documentation, they’re productive in days, not months.

Client trust & transparency

• Impress clients with organized, consistent, and secure records of their environment.
• Use documentation to show your value beyond ticket resolution.

What each tool typically covers

The bottom line

Your PSA and RMM are critical, but they’re not your brain. IT documentation is.

It’s the difference between “we fixed it” and “we know it.”

If you want to run a more scalable, profitable, and stress-free operation, documentation isn't optional - it’s your competitive edge.

How Hudu helps

Hudu is purpose-built IT documentation software for MSPs and internal IT teams. We give you the tools to:

• Organize information intuitively with custom layouts
• Share knowledge securely via permissions and audit trails
• Create documentation faster with tools like Screen Capture
• Access documentation anywhere using our browser extension or mobile app
• Automate updates with integrations to your tech stack
• Deploy flexibly with either cloud-hosted or self-hosted options

If you’re tired of scattered spreadsheets, tribal knowledge, and lost time, it might be time for a better way to document.

You can’t manage what you can’t see - and that’s especially true when it comes to your IP address space.

Whether you’re running a small business network or juggling thousands of devices across multiple sites, keeping track of who owns what IP (and why) is critical. Without a clear system, things spiral.

That’s where IPAM comes in. It's the foundation for clean, scalable networks, and when done right, it can make the entire IT operation smoother, faster, and a whole lot less frustrating.

What Does IPAM stand for?

IPAM stands for IP Address Management. It refers to the practice and the tools used for planning, tracking, and managing the IP address space within a network.

This can include:

• Assigning static or dynamic IPs
• Reserving IPs for future use
• Avoiding IP conflicts or duplicate assignments
• Recording metadata (device type, hostname, location, etc.)
• Auditing who owns what and when changes were made

IPAM gives IT teams visibility and control over an essential piece of infrastructure.

Why IPAM matters

IPAM isn’t just for enterprise networks. As environments scale - especially with hybrid infrastructure, remote users, and cloud services - it becomes impossible to rely on spreadsheets or mental maps to track devices.

Poor IP management leads to:

• Conflicts and outages from duplicate assignments
• Wasted time troubleshooting unknown or undocumented devices
• Inefficient subnet usage and planning headaches
• Security blind spots when rogue or orphaned IPs go unnoticed

With proper IPAM in place, your team gains:

• Centralized visibility
• Faster troubleshooting
• Better forecasting and subnet planning
• More secure, reliable networks

As networks grow complex, poor IP management causes conflicts, downtime, and security risks, while proper IPAM ensures visibility, faster troubleshooting, efficient planning, and stronger security.

What is an IPAM tool?

An IPAM tool is software that centralizes and automates the management of IP address data.

Instead of spreadsheets or ticket notes, you get a structured, searchable system that can:

• Track which IPs are assigned, reserved, or available
• Show the device or asset tied to each address
• Map addresses to locations, VLANs, or subnets
• Offer tagging, filtering, and role-based access

By replacing manual tracking with a centralized, automated system, an IPAM tool empowers IT teams to efficiently manage IP addresses, improve network visibility, and maintain tighter control over complex environments.

IPAM + Automation

Modern IPAM isn’t static. It works best when paired with automation, including:

• Auto-discovery of IP usage via integrations or scripts
• Change tracking when a device’s assignment shifts
• Alerts for duplicate assignments, expired reservations, or sudden usage spikes
• API access for syncing with external systems

With the right automation, you can flag issues before they cause downtime and keep your IP documentation always current.

What to document in IPAM

A good IPAM system tracks more than just numbers. Your entries should include:

• IP address and assignment status (active, reserved, unused)
• Subnet and VLAN
• Hostname or device name
• Linked asset or rack location
• MAC address
• Notes and tags (e.g. “Guest Wi-Fi,” “Printer,” “Critical App Server”)
• Timestamps for auditing
• Owner or responsible team

And if you can link IPs to related documentation (like network diagrams, firewall rules, or SOPs), even better.

Where Hudu fits in

IPAM doesn't have to mean learning a brand-new platform.

Hudu adds IP address management directly into your documentation flow, so tracking addresses becomes just as easy (and structured) as tracking assets, passwords, or processes.

Manage IPs with clarity and control using Hudu’s IPAM:

• Assign statuses to every IP (active, reserved, unused) to prevent overlap and confusion
• Map subnets, VLANs, and MAC addresses alongside each entry
• Connect IPs to devices, racks, and network zones for complete visibility
• Label entries with hostnames and note the owning team or user for accountability
• Use tags and notes to highlight context
• Automatically log changes with timestamps for audit trails
• Set aside address space for upcoming projects or planned growth
• Build custom fields, filter with precision, and keep your IP records clean, consistent, and easy to search

It’s fast to implement, easy to maintain, and fully integrated with your existing workflows.

Please note: For the smoothest browser extension experience, please ensure your Hudu instance is updated to v2.37.0 or later.

New Features

Save Screen Captures as KB articles

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Creating how to articles has never been easier. Capture interactions across your browser window and easily create step by step instructions with screenshots, then save as either a Central KB article, Company KB article, Global process template, or a Company process.

Bug Fixes

• Removed the all company passwords view when viewing company passwords to improve performance
• Resolved an issue causing some ScreenCapture icons to show as unknown symbols
• Fixed an issue preventing the extension from functioning correctly in the Vivaldi browser
• Various bug fixes & improvements.

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Highlights

Keyboard shortcuts

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Get where you need to go - faster. Introducing powerful keyboard shortcuts for frequent actions like editing, favoriting, and searching. Hit / to open a general search, or use dedicated shortcuts to jump straight to specific items (like passwords or processes with O). Faster navigation means less clicking, less context switching, and more time solving.

Here is a full list of the current shortcuts, but you can see the list inside of your instance with CTRL or ⌘ + / as well.

Website monitoring

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Enable DMARC, DKIM, and SPF monitoring on a per-website basis to automatically pull in DNS records. Quickly verify domain configurations, catch misconfigurations before they impact deliverability, and ensure airtight email security - all from one centralized view.

You can also track and compare website changes over time with a clear version history. Click any update from the righthand activity panel to see exactly what changed. Spot issues faster, verify updates, and maintain a reliable audit trail.

Hudini KB article awareness

▶ Watch Video

Hudini can now understand the KB article you’re viewing, so you can ask questions or get a quick summary without leaving the page. It’s a faster way to get context, clarify details, or pull key info while staying focused on the task at hand.

Export My Vault

Need a backup or want to analyze offline? You can now export My Vault data in CSV format - making it easy to review, migrate, or share credentials securely when needed.

Tool panel updates

You can now share files, photos, and comments directly in the tool panel for KB articles, Networks, VLANs, VLAN Zones, Racks, and Websites. Keep conversations, visuals, and context all in one place, right where your team needs it.

Improvements

• IPAM enhancements:
  • Added API endpoints for VLANs and VLAN Zones
  • Archive networks via the API
  • Updated text truncation behavior for description column in Networks table
  • Added VLAN ID next to VLAN name in Networks table
  • Updated VLAN ID range to accept a single digit
  • Added external FDQN validation (and an option to skip it) for IP addresses
  • Sort networks by VLAN ID
• Admin improvements:
  • Updated assets API endpoint with custom field validation, error handing and better documentation
  • Updated some of our pre-made asset layout templates to no longer use deprecated field types
  • Add a user to multiple groups at the time of inviting the user
  • Added the ability to duplicate security groups
  • Updated Asset Layout creation behavior
  • Updated export options to include archived record types; updated PDF exports to include Museum section with archived records and added date archived column for csv exports
  • Visual refresh and improved error handling on Admin/Import Data pages
• New “colorless” theme option (Sterling)
• Added user setting to default to global search scope
• Dark mode support for user profile
• Updated Process creation flow
• Websites with multiple A and AAAA records are now marked as potentially proxied
• Overflow text for related item names now display in a tool tip on hover
• Various improvements to API documentation pages

Bug Fixes

• Bulk moving websites resulted in 500 error
• Using the Create and Add Another button in a password folder didn’t automatically place the new password in the folder
• Revision history on old assets with deleted fields resulted in a 500 error
• Using the back button on IP addresses resulted in a 500 error
• Resolved network validation preventing save when network roles or statuses were not set
• KBs and Passwords not showing for certain users
• OTP error for password shared via link for certain users
• OTP freezing when copied prior to reveal
• 500 error after successful DUO authentication
• Syntax error for passwords shared via link for certain users
• Unable to edit or delete a certain flags on a certain KB article
• WHOIS issue preventing websites from automatically refreshing
• Wide Liongard integration cards running off screen
• Expiration alerts not firing as expected
• KB article reverting to previously saved version after closing Hudini
• HaloPSA integration sync stalling on devices
• M365 integration not displaying all licenses correctly
• Various other minor bug fixes

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Please note: In order to use the Hudu browser extension screen capture feature, your Hudu instance must be updated to at least v2.36.0. If your version is not updated to v2.36.0 or later, Screen Capture may be visible to browser extension users, but they will not be able to use it.

New Features

• Screen Capture: Capture interactions across your browser window and easily create step by step instructions with screenshots and turn them into a Hudu process.

Bug Fixes

• Fixed as issue where the browser extension was interfering with confirmation dialog buttons in Datto RMM.
• Various other bug fixes and improvements

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New Features

• Hudu Bridge: Create a bridge between two Hudu instances so users can easily navigate between companies.
• New Global views: All user roles now have access to global views ofassets, passwords, websites, expirations, networks, and racks, across all companies they have access to. (Note: permissions still apply in these views. For example, if a user cannot see a password within a company, they cannot see that password in the global view.) Admins can remove access to Global tab for individual groups if needed.
• Expanded access to documentation tools: All user roles now have access to flag review & process completion.
• Global KB is now Central KB: No change in function, just in name. This name change was necessary to accommodate the new “Global” navigation menu option.
• Hudini AI Assistant: We revamped our AI assistant to be accessible no matter where you are in Hudu. Administrators can configure Hudini to utilize OpenAI, Azure OpenAI, or Grok and create prompt rules that users can choose from when interacting with Hudini to increase response consistency and standardize formatting.
• Networks is now IPAM: Networks table now displays all parent networks with a new column noting how many subnets exist in each. All subnets are listed when viewing a parent network. In addition to networks, you can now create VLANs and VLAN Zones. Specify a VLAN ID range for a given VLAN Zone to control the VLANs that can be added to it.
• Real-time preview of Gold Standard assets: Preview your Gold Standard assets while editing/adding a new asset.

Improvements

• Websites
  • All columns sortable
  • Added column for company in Global view
• Expirations (both Company & Global)
  • Added search
  • Added bulk action for permanent delete
  • Added new multi-select filtering options
  • Added ability to export all table data
  • All columns sortable
  • Added results per page picker
• Flag Review
  • Added search
  • Added new multi-select filtering options
  • Added columns for company & item type
  • Other than “Description”, all columns sortable
  • Added results per page picker
• Process Completion
  • Updated tab menu for processes and templates to make better use of space
  • Sort by template/process name or company name
  • Added results per page picker
• Documentation Quality
  • Updated rating key to make better use of space
  • Added search
  • All columns now resizable
  • Company name now sortable
  • Added results per page picker
• Asset Layouts
  • Updated admin asset layouts table to include results per page picker, pagination, sort by name, resizable columns, and search
  • Drag and drop to reorder layout fields
  • Improved UI for selecting a field type
  • Added tab menu for Layouts and Folders to make better use of space
• Flags
  • In addition to KB articles and assets, you can now flag passwords, processes, networks, VLANs VLAN zones, racks, and entire companies
  • Made it easier to edit or delete an existing flag when viewing an item
  • Added 10 new flag color options (Note: Light yellow and white flag icons are difficult to see in light mode when viewing the KB table. We are aware of this and are working toward a solution, but wanted to include these in the meantime, knowing we have many dark mode users.)
  • Updated admin flag table to include the flag color swatch instead of the color name
• Museum
  • Added search
  • Added bulk actions for unarchive and permanent delete
  • Tables can now be sorted by name or date archived
  • Added results per page picker
  • Added ability to archive networks, IP Addresses, VLANs, VLAN zones, and racks
• Ability to pull SNMP devices from Atera integration.
• Added pagination below all tables
• Left column is now frozen on all tables when scrolling horizontally
• Top row is now frozen on fixed height tables
• Sort by Pwned in both company and global password tables
• Sort by list select field types in asset tables
• Admin Lists are now sorted alphabetically by default
• Admin ability to restrict access to Global views per group
• Moved send secure note feature out of individual company overviews and into top navigation bar, so you can access it no matter where you are in Hudu
• “View current access” now opens in side panel view, instead of launching a new tab
• Updated asset preview to open when clicking on the asset name column only. Preview now opens in new side panel view (hit esc key to close).
• Increased max width of KB article titles to display more characters
• Added a button to refresh available user counts on Invite Users and License Key admin pages
• Added recommended dimensions for logo uploads
• Added two new theme colors
• Added asset layout templates for locations and vendors
• Added additional check for faulty OTP when editing passwords
• Added validation on the subnet range corresponding to its mask
• Improvements to dark mode across all themes
• Added ability to collapse subnets section within the IPAM tool
• Added IP address preview sidebar for quickly viewing IP address details

Bug Fixes

• IP address tables could be resized off the page
• Breadcrumb navigation was hidden when viewing an asset layout with 18+ assets
• Syncro integration not displaying all antivirus software installed
• Liongard integration cards for M365 not displaying in alphabetical order
• HaloPSA not properly syncing when ‘Do not update basic details’ setting was enabled
• Cloudflare integration showing incorrect Nameservers
• Autotask sort rules not being respected
• Portal user count always displaying 0 on Users page
• Default to comprehensive search option being ignored
• WYSIWYG editor ‘Clear Formatting’ not working properly with numbered or bulleted lists
• Inability to scroll past first page of PDF articles on mobile version of web app
• Kicking off procedure via the API resulting in creation of another template process
• Alphabet jump bar did not work for archived companies
• IPAM-Network not showing the right net mask when editing
• IP address filters being ignored when sorting
• Archived locations still appearing when editing Networks/Racks
• My Favorites ordering not being respected
• Passwords and OTP codes not properly copying in external portals
• Inserting local URLS for links in KB articles triggered "External Link" warning
• Text box could be resized off page when editing KB article
• Nested code block resulting in wide-rendered page
• Filtering by password tag did not show results for passwords that existed within folders
• Article search results was not displaying articles existing within sub-folders
• Resolved an error with UK address regions
• Various other minor bug fixes and improvements

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Subscribe to this blog below to get Hudu news and information delivered to your inbox. We will update you on major releases, events like our product and partner webinars, and more.

NOTE: For self-hosted users, you will need to make a change to your default.conf file by following this guide.

New Features

• Exempt groups from single sign on: Single sign on is now required if enabled. Admins can exempt specific groups from having to use SSO. Admins and portal users are always exempt.
• New Cloudflare integration: We’ve added Cloudflare to our available integrations with a completely revamped integration set up and management experience. Connect to Cloudflare to automatically pull DNS records into Hudu’s websites feature.
• List API endpoint: Find, create, and update lists from the API.

Improvements

• New sign-in page design and functionality to handle additional cases.
• Refactored integrations for better performance and error-handling.
• Reworked the Liongard integration to better handle ‘friendly names’.
• Added a hybrid approach to website lookup to improve Hudu’s ability to find DNS information.
• Updated table columns so truncated text continues to load as column is resized.
• Updated password generator behavior so you no longer have to click “fill password” button.
• Updated KB template behavior so articles created from a template can now be turned into templates themselves.

Bug Fixes

We've also addressed several bugs to ensure a smoother experience:

• Forgot Password link was not successfully sending emails.
• Deleting asset fields would not reflect when rearranging fields or editing assets.
• Networks resulting in 500 error when improper CIDR range was entered.
• Idle user timeout reconfigured for better experience.
• Expirations were being hidden to Editors who belonged within an ‘Allow List’ group, regardless of having appropriate access.
• Discrepancy between the top-bar Recent Items and Recent Items dashboard widget.
• Error when attempting to move a website to another company.
• Global KB results appearing when searching inside of a company KB.
• Exporting from a specific Asset Layout was not exporting all pages.
• Atera integration was incorrectly matching ‘domain’ field to company details as opposed to ‘website’ field.
• Domotz integration not completing due to null values.
• NinjaOne integration not properly pulling in all information for Linux systems.
• Liongard ‘Open Alerts’ dashboard widget not updating when integration was deleted/changed.
• Prevent deletion of parent network if sub-nets exist.
• IP address filtering on global Activity Logs not filtering properly.
• Asset Layout ‘Address Field’ incorrectly displaying blank fields.
• API/Exports not successfully exporting passwords.
• Removed Editors ability to delete rack photos.
• API ‘Move Asset’ endpoint not successfully moving the asset to desired company.
• Bi-directional relationships with processes were not working as intended.
• Security group is scrubbed when user changes from licensed user to portal user.
• User is properly added to default group when user changes from portal user to licensed user.
• Password generator defaults updated to remove ability to set length as “0”.
• API keys scoped to specific company not working.
• Microsoft Unauthenticated SMTP (Direct Send) is no longer working after Microsoft updates.
• Duplicate list items causing errors resulted in list edits being deleted.
• Users were unable to edit Company detail fields if the company was imported from CSV.
• Microsoft 365 integration removing secret key when revisiting ‘edit settings’ page.
• Integration GET/cards/lookup returns "No Matching Integration”.
• API GET/relations 500 error.
• Webhook alerts unable to be switched back to email alerts.
• Additional error handling added to user and group pages.
• Error when attempting to view integration logs.
• Numerical and alphabetical sorting for KB articles displaying incorrectly.
• Copy to clipboard not working properly in Safari.
• State/Region/province updated to work properly with Denmark regions.
• Various other minor bug fixes and enhancements.

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The need for Robust Cybersecurity Measures

Modern businesses are highly dependent on digital technologies. Cybersecurity measures are the primary mechanisms used to ensure the confidentiality, integrity, and availability of business systems. Recently, Verizon’s Data Breach Investigations Report reported that 68% of all breaches in 2024 involved human error, demonstrating that technology alone can’t solve every problem; people and processes are equally important. Here are some reasons why a comprehensive security approach is so important for MSPs:

1. Protection of Client Data: MSPs handle confidential client information and must keep it safe from cybercriminals or unauthorized access.
2. Regulatory Compliance: MSPs must adhere to all applicable privacy and security data protection standards (GDPR, HIPAA, PCI DSS, CCPA, SOC, etc.) in the jurisdiction(s) they operate.
3. Business Continuity: Effective cybersecurity lessens the impact of incidents, reducing downtime and keeping business operations running smoothly.
4. Trust and Reputation: Solid security practices build confidence with existing clients and attract new ones, reinforcing an MSP’s brand integrity.
5. Competitive Advantage: A strong security posture helps MSPs stand out, especially to clients who see data protection as a top priority.

The Impact of Data Breaches

A data breach can be devastating, extending beyond financial losses to damage an organization's reputation and interrupt operations. According to Constella’s 2024 Identity Breach Report, over 1 billion records were exposed in various breaches during the first half of 2024, reiterating just how widespread the issue has become. For MSPs, the consequences can include:

1. Financial Impact: The average cost of a data breach reached $4.88 million in 2024, according to IBM’s Data Breach Report. This financial burden includes:
   1. Legal fees and regulatory fines
   2. Compensation for affected individuals
   3. Expenses related to investigating the breach
   4. Costs of implementing additional security measures
2. Reputational Damage: According to data released by ThreatX, 60% of consumers won't do business with a brand that's suffered a data breach, and 21% will immediately seek a new provider following an incident.
3. Operational Disruptions: Breaches can force systems offline, reducing productivity and causing delays for MSPs and their clients.
4. Loss of Intellectual Property: Stolen data or trade secrets can undermine a business’s competitive edge for years.

The Evolving Threat Landscape

Cybercriminals are growing more sophisticated, using tactics like ransomware to hold entire networks hostage. Well-known cyberattacks exploiting common threat vectors have successfully targeted MSPs:

1. High-Profile Incidents: Several notable cyberattacks on MSPs have occurred between 2023 and 2024, demonstrating the real-world impact of these threats:
   1. CTS, an IT services provider for the UK legal sector, suffered a severe cyberattack in November 2023, disrupting operations for up to 200 law firms.
   2. Tietoevry, a Nordic IT services company, fell victim to a ransomware attack by the Akira group in January 2024, impacting government agencies, universities, and commercial enterprises in Sweden.
   3. A ransomware attack on Südwestfalen IT in October 2023 disrupted local government services in Germany, affecting critical infrastructure and municipal operations.
2. Common Threat Vectors: MSPs face a variety of cybersecurity threats, including:
   1. Malware and Ransomware: Encrypt data and demand payment for restoration.
   2. Phishing and Social Engineering: Trick unwary employees into revealing credentials.
   3. Insider Threats: Current or former employees with legitimate access pose hidden dangers.
   4. DDoS Attacks: Overwhelm networks or servers with malicious traffic, causing outages.
   5. Supply Chain Attacks: Compromised third-party tools or software become a conduit for infiltration.

The impact of cybersecurity breaches can be significant, with 87% of responders to CyberSmart’s 2024 MSP Survey reporting at least one breach in the past year, it’s clear that a dedicated cybersecurity strategy is more critical than ever.

Best Practices for MSP Cybersecurity Strategy Development

To effectively manage cyber threats and protect client data, MSPs must develop a comprehensive set of cybersecurity best practices:

1. Ensure Regulatory Compliance: Understand industry-specific regulations (e.g., HIPAA, PCI DSS, GDPR) that affect your clients. Implement controls and processes and periodic audits to ensure compliance.
2. Establish a Formal Security Framework: Implement a recognized security framework such as NIST Cybersecurity Framework, ISO 27001, etc. Tailor the framework to address your client’s specific needs.
3. Conduct Regular Risk Assessments: Perform comprehensive risk assessments for your MSP and each client environment to Identify and prioritize vulnerabilities and potential threats.
4. Implement Multi-layered Security Controls: Deploy a defense-in-depth approach with several layers of security controls. Include firewalls, intrusion detection/prevention systems (IDS/IPS), network segmentation, data encryption, strong access controls, and anti-malware to limit the likelihood and impact of a breach.
5. Develop Incident Response Plans: Create detailed incident response plans for various cyber incidents. Regularly test and update these plans through tabletop exercises and simulations.
6. Implement Backup and Recovery Solutions: Establish regular backup schedules for all critical data and systems. Use the 3-2-1 backup rule: 3 copies of data, on 2 different media, with 1 copy off-site.
7. Continuous Employee Training: Conduct regular cybersecurity awareness training for all employees. Include topics such as phishing awareness, password hygiene, and social engineering tactics. Use simulated phishing exercises to test and reinforce employee vigilance.
8. Foster a Culture of Security: Promote a security-first mindset throughout your organization. Encourage open communication about potential security issues. Recognize and reward employees for identifying and reporting security concerns.

By implementing these best practices, MSPs can enhance their cybersecurity posture and better protect their clients' valuable data. Remember that cybersecurity is an ongoing process requiring adaptation to stay ahead of evolving threats.

Educating MSP Clients on Cybersecurity Best Practices

A critical aspect of an MSP's role is educating clients about cybersecurity best practices. Effective client education not only helps protect their data but also strengthens the MSP-client relationship. Here are some effective methods for educating MSP clients on cybersecurity:

1. Frame Cybersecurity in Business Terms
   1. Communicate the importance of cybersecurity by linking it to business outcomes such as uptime, employee productivity, and revenue impact to emphasize the importance of proactive measures.
   2. Use metrics like the average cost of a data breach to justify cybersecurity investments.
   3. Highlight how cybersecurity supports compliance, reputation management, and business continuity.
2. Implement Interactive Training Programs
   1. Develop gamified training programs that include simulations of cyber threats.
   2. Track employee performance with metrics to refine your approach.
   3. Encourage employees to report potential security issues without fear of reprisal.
3. Simplify Technical Language
   1. Use non-technical, business-focused language to explain cybersecurity concepts.
   2. Develop a glossary of standard cybersecurity terms for clients to reference.
   3. Use analogies and simple explanations to demystify complex topics.
4. Highlight Compliance and Risk Reduction
   1. Emphasize how cybersecurity measures help meet regulatory requirements and reduce legal penalties.
   2. Discuss the potential reputational damage of data breaches and how strong security can mitigate this risk.
   3. Provide industry-specific compliance checklists to help clients understand their obligations.
5. Engage Leadership and Employees
   1. Ensure that client leadership understands and prioritizes cybersecurity.
   2. Encourage clients to designate "security champions" within their organization to promote best practices.
6. Develop a Thought Leadership Strategy
   1. Create a content strategy that repeatedly emphasizes best practices through various mediums.
   2. Repurpose content into different formats like infographics, videos, and podcasts.
   3. Distribute educational content via email, social media, and your company blog.
7. Offer Security Assessments and Roadmaps
   1. Provide complimentary security assessments to help clients understand their current vulnerabilities.
   2. Develop personalized security roadmaps that outline steps for improving their security posture over time.
   3. Use these assessments as opportunities to educate clients about specific risks and solutions.

By employing these methods, MSPs can effectively educate their clients on cybersecurity, build trust, and drive the adoption of security solutions. Remember that education is an ongoing process, and it's important to regularly assess and update your educational strategies to keep pace with the evolving threat landscape.

Implementing Tools and Technologies to Enhance Cybersecurity

To stay ahead of evolving cyber threats, MSPs must leverage cutting-edge tools and technologies. Here are some of the most innovative solutions that MSPs should consider implementing: 

1. AI-Powered Cybersecurity Platforms
   
   Purpose: Utilize machine learning and AI to identify, prevent, and respond to cyber threats with greater speed and accuracy than traditional security tools.
   
   Benefit: By automating repetitive tasks, prioritizing critical alerts, and learning from new data, these platforms enable security teams to detect and rapidly respond to advanced attacks
   
   
2. Deception Technology
   
   Purpose: Deception is a cybersecurity approach where fake or decoy systems are deployed there to trick attackers. These decoys mimic real assets (databases, credentials, and software) luring attackers into interacting with them.
   
   Benefit: By analyzing how attackers engage with these fake resources, security teams can detect threats early, collect valuable intelligence, and respond before real systems are compromised.
   
   
3. Cybersecurity Mesh Platforms
   
   Purpose: Cybersecurity mesh platforms distribute security controls and policies across a broad range of endpoints, networks, and applications. Instead of relying on a single, monolithic security perimeter, a cybersecurity mesh enables consistent protection of data and users on-premises, in the cloud, or across remote devices.
   
   Benefits: By distributing security controls across networks, endpoints, and cloud resources, they mitigate the limitations of traditional perimeter defenses, enhance visibility, and simplify compliance.
   
   
4. Managed Detection and Response (MDR) Services
   
   Purpose: MDR is a service designed to monitor, detect, and respond to cybersecurity threats in real-time, often helping businesses that lack the internal resources or expertise to manage these activities themselves.
   
   Benefits: Managed Detection and Response (MDR) blends human expertise with 24-hour monitoring to rapidly react to emerging threats resulting in peace of mind for organizations that lack the in-house resources or specialized skills to protect themselves at all times. By catching security incidents early and guiding prompt incident response, MSPs providing MDR services can help clients avoid major breaches.
   
   
5. Cloud Application Security Broker
   
   Purpose: Cloud Access Security Brokers (CASBs) provide a secure checkpoint between an organization’s users and the various cloud services they use. They provide visibility, data protection, and threat detection across all these cloud applications, enforcing centralized security policies no matter where data is accessed.
   
   Benefits: A Cloud Access Security Broker (CASB) provides a unified safety net for organizations using multiple cloud services. By monitoring, protecting, and enforcing policies on data in real-time, CASBs shadow IT, regulatory compliance, and cloud-based threats.
   
   
6. Zero Trust Network Access (ZTNA)
   
   Purpose: Zero Trust Network Access (ZTNA) is based on the assumption that no user, device, or application is trusted by default. All-access requests must be verified and authorized continuously.
   
   Benefits: By continually verifying users and devices, restricting lateral movement, and enforcing least privilege, ZTNA shrinks the attack surface and contains breaches before they spread, leading to stronger security and better compliance outcomes.
   
   
7. Security Orchestration, Automation, and Response (SOAR)
   
   Purpose: Security Orchestration, Automation, and Response (SOAR) technology helps organizations automate security operations. It combines data collection, automated workflows, and coordinated incident response into a single platform.
   
   Benefits: SOAR technology enables security teams to contain threats faster, reduce human error, and scale their defenses efficiently in an increasingly complex threat landscape.

When implementing these tools and technologies, MSPs should consider the following best practices: 

• Conduct thorough evaluations to ensure compatibility with existing systems and client needs.
• Provide comprehensive training for staff on new tools and technologies.
• Regularly assess the effectiveness of implemented solutions and adjust as needed.
• Stay informed about emerging technologies and their potential applications in cybersecurity.
• Develop a roadmap for gradual implementation of new technologies to avoid overwhelming systems or staff.

How Hudu Helps MSPs Achieve Cybersecurity Objectives

Hudu's features and capabilities support MSP's ability to achieve various cybersecurity objectives. Here are just a few of the ways Hudu's functionalities align with common MSP cybersecurity goals to help address industry challenges: 

1. Centralized Knowledge Base: Keep policies, incident response playbooks, and best practices in one place.
2. Asset Management: Hudu's asset management features allow MSPs to maintain an accurate inventory of all client devices and endpoints. This comprehensive view is crucial for ensuring all devices are properly secured, and simplifying response when a new vulnerability is identified.
3. Password Management and Secure Sharing: Hudu's password management and secure note sharing features enable MSPs to create, manage, and securely share passwords and information through military grade encryption, reducing the risk of unauthorized access.
4. Process Management: Hudu enables the creation of repeatable checklists, which can be used to standardize processes impacting cybersecurity and compliance such as user onboarding, firewall configuration, SSL cert renewal, etc.
5. Website SSL Certificate Monitoring: Expired SSL certs may not comply with the latest security requirements potentially resulting in data exposure via vulnerabilities in encryption mechanisms. Hudu helps MSPs keep track of website SSL certificates and prevent them from expiring unnoticed.
6. Audit Trails: Hudu's audit history feature can provide valuable records for demonstrating compliance with various regulations and allow you to review and monitor access history.
7. Integration Capabilities: Hudu integrates with leading IT management tools and provides robust API capabilities to ensure you have the information and coordination you need to help with threat detection and threat response activities.
8. Network Management: Hudu's features for managing IP addresses and visualizing server racks help MSPs maintain order in complex network environments. Magic Dash API capabilities provide unlimited options for network visualization helping analysts understand and secure network paths to sensitive data.
9. Secure Client Portal: Hudu's Secure Client portal can enhance trust by providing clients with transparent access to relevant IT and security information.

By providing a centralized, secure platform for documentation, asset management, and process standardization, Hudu supports many of the key challenges MSPs face in maintaining cybersecurity practices.

Wrapping it Up

The need for cybersecurity measures in the MSP industry has never been more critical. As cyber threats continue to evolve and target MSPs specifically, service providers must adopt comprehensive strategies to protect their infrastructure and clients' valuable data. By implementing best practices, leveraging cutting-edge technologies, and educating clients, MSPs can build trust, mitigate risks, and position themselves as indispensable partners in the ongoing fight against cyber threats.

New Features

• Offer to Save Passwords: The Hudu extension will now offer to save new login information to My Vault or a specific company in Hudu.
• Company Password Folders: Folders are now visible when viewing company passwords in the Hudu browser extension, making it easier to narrow down long lists and find what you are looking for.
• Password Generator Defaults: The browser extension now reflects the default settings configured by admins for the Hudu password generator, ensuring a consistent experience across platforms.

Improvements

• Strengthened password generation settings with additional checks to exclude inappropriate terms.

Bug Fixes

• Various autofill and other minor bug fixes and improvements.

Release v2.7.1

• Removed the behavior that automatically opened release notes in a new tab after an update.
• Various autofill and other minor bug fixes and improvements.

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As we start off in 2025, it's important to take a moment to reflect on what an incredible year we had in 2024 - filled with new features, great events, and an expansion of our partners and community. We couldn't have achieved all this without your support, feedback, and enthusiasm. Are you ready to relive the magic that Hudu created last year? Let’s dive in!

Key Highlights: The Big Wins of 2024

On top of some great new features, we focused a lot of effort on speed, performance, and quality of life improvements. Here's a look at some of the biggest product updates we celebrated.

IPAM & Rack Management

We kicked off the year by launching two powerful features: IP Address Management and Rack Management. IPAM lets you organize your networks, track client IPs, and manage sub-networks. Rack Management gives you full visibility into server rack utilization, linking assets, photos, and more, for complete control.

IPAM

Rack Management

External App Overhauls

We completely re-engineered our mobile app, which allows you to create processes, manage tasks, and access your records through a new dashboard making managing your work on-the-go even easier. We made significant improvements to the browser extensions, increasing speed, accuracy, and more.

Hudu Assist

Keep everything you need in one place by integrating directly into your PSA or RMM, enabling you to access Hudu screens, related assets, passwords, files and more without leaving your PSA/RMM. Now available for HaloPSA, Syncro, NinjaOne, Autotask, and ConnectWise PSA.

Data Table Overhaul

We had a much-needed overhaul to data tables. Features like fixed headers, sortable columns, improved search, and new bulk actions made data management more intuitive and efficient for all users.

Permission Overhaul

We introduced phase 1 of our new user permission system, allowing for greater customization and more granular control over user access and group management.

API Improvements

Documentation is ever changing, and efficiency is more important than ever before. Through our API additions and enhancements, you can save time by easily reorganizing your instance, improve monitoring of your technician’s activity, streamline your tasks, and automate your workflows.

And a Few Additional Notable Mentions:

• Enhanced AI capabilities, support for Azure OpenAI, and upgraded to ChatGPT Turbo
• Added ConnectWise PSA site/location sync
• Asset link fields can now pull from multiple asset layouts
• Added address field type for asset layouts
• Article version comparison with KB Diff Checking
• Added compare asset differences and enhanced revision history for asset layouts

New and Improved Integrations

This year, we made it even easier to connect your tools with Hudu. We added several new integrations, overhauled several previous integrations, and had some great partners collaborate to build even more! Some new integrations include:

• Ubiquiti UniFi: Now, you can seamlessly connect with Ubiquiti Unifi to manage your network infrastructure directly from Hudu.
• Cisco Meraki: You can Connect your Meraki Integration to Hudu and bring in devices and organizations.
• N-able N-central: Ensure seamless data management, improved productivity, and exceptional accuracy throughout your systems by creating or merging your customers, sites, and devices.
• Addigy: Sync your policies by creating client spaces within Hudu directly or seamlessly merge them into existing client spaces and pull device information from Addigy, sorted into asset layouts.
• And Some Other Great Vendor-Created Integrations:
  • Rewst
  • CIPP
  • SaaS Alerts
  • Level.io RMM
  • EvoSecurity
  • VCIOToolBox
  • UVExplorer
  • CrewHu
  • Bvoip

More to Celebrate

Besides our product, we’ve done some other great things in 2024, and we're celebrating every single one because of you:

Documentation Beats Conversation

We understand that creating a culture of documentation can be challenging but we believe it is essential, so this year we started a new documentation series with tailored resources such as blogs, training webinars, tips and tricks, and AMAs, all designed to help you improve your documentation practices. Check out the content from the first two topics here:

Organization and Structure

Managing your Documentation

Conferences and Events

We were honored to be a part ofITNation Connect andMSPGeekCon. We also sponsored CyberDrain Capture-the-Flagevent and the Superops Super Summit Virtual 2024. We continue to see the increasing recognition of Hudu in the IT and MSP space, and it is always great to connect with industry leaders and hear firsthand how our platform is helping other organizations. As we look ahead, we’re committed to continuing our involvement in more conferences and events, engaging with product experts, meeting new people, and growing the Hudu community as we expand and evolve.

Launched Hudu Beta, a New Beta Program

Help shape what comes next by joining our beta program for exclusive early access to new features. Your feedback helps us refine and improve the tools you use every day.

Thank You for an Amazing 2024

We want to extend a huge THANK YOU to each and every one of you. Your feedback, ideas, and continued trust in Hudu made this year truly special. We are incredibly grateful to have such an amazing community. And, trust us when we say that 2025 is going to be our best year yet! Look out for the launch of our new community: a hub for scripts, events, training videos, release notes, and peer Q&A. For a sneak peak on this and much more, you can watch our Q4 update webinar here.

We can’t wait to continue this journey with you. Here’s to the next chapter! Let’s make 2025 even bigger, bolder, and better.

As I was writing this blog, I came across this term and couldn't help but think of how I want our customers to be "enjoyers of Hudu". What a great term. And, better yet, what if our customer's customers, or end users, could be "enjoyees" as well? Whether your customer is another company or an employee at your company, let's talk about ways you can easily and securely share documentation with them.

In our last blog, we focused primarily on the set up and best practices for managing your internal users, but that is really only half the picture. The other side of 'user management' that must be considered in your documentation platform is your end users. An IT documentation platform should not only provide technicians the ability to access documentation, but it should also provide the flexibility to give information to your end users. Utilizing your documentation to bridge the gap between you and your end users not only establishes another touchpoint but also allows them to have some insight into the benefit you are providing them. In this blog, we will continue our discussion on user management, but focus primarily on providing a resource to your end uses to help you build and foster a relationship through documentation.

Sharing Information

There are countless times throughout the day that you may need to quickly share information to someone. This may include an individual needing a password, an OTP code sent to them, someone needing the steps to a process they must complete, or many other pieces of information. These situations can be tricky to navigate and time consuming if you don't have a secure way to share or a place where the information is consolidated and easy to find — enter in IT documentation software.

In Hudu, you or your other users (those with permissions to do so) have the ability to quickly share out passwords, processes (SOP checklists), and KB articles all in a one-off method. This can be extremely valuable if you have a technician that quickly needs to access something, or an end user that needs a password or other item stored in their documentation. Being able to quickly find the password or article that needs to be shared can save an invaluable amount of time for your technicians, but also for your customers.

Learn more about one-off share methods

Have you ever wanted to share something and end up sending the information over a teams message or email, but as you are pushing send, say to yourself "this probably shouldn't be sent this way"? In addition to sharing your already documented information in Hudu, you can also share secure notes. This would function similar to sharing passwords except in this scenario, the information you choose to share is created as a 'note'. Similar to the one-off sharing methods discussed, this can be extremely useful when needing to send a quick message to someone in a secure manner. You'll never again doubt sending information or have to say "please delete this after you are done with it"!

Learn more about Secure Notes

Full Access to Documentation

The ability to quickly share out documentation in a one-off method when needed is essential, but there are some instances where it would be nice to have the end user be able to access and view components of their documentation at all times, without a ticket. Instead of sending an end user a password once a day, it may make more sense to store it somewhere in which they can access it on their own. Outside of some of the one-off sharing methods that Hudu provides or the full user access we talked out in our last blog, the most popular way to provide your end users with a more continuous view in to their documentation is through the external portal.

The external portal provides a comprehensive way of sharing end-user documentation - and it is free, customizable, and brandable at the client or global level. There are many use cases for portal members. Portal members could be your customers or employees that need to see specific information, but don't need to edit (or you don't want to be able to edit).

Almost any piece of information stored within your Hudu environment can be added to the portal. The portal's nomenclature, from menu to knowledge base articles and more, can even be customized to fit your needs. Portal users can be created at no extra cost to your team, and each portal user requires unique login credentials for access to a single end-user portal.

Learn more about the External Portal

Wrapping it up

User management doesn't end with your internal users. It is extremely important to ensure you have systems and policies in place that are allowing you to give and show your customers value. You are able to accomplish some of this through other tools, but one of the most important is your IT documentation platform. The ability to create more touch points with your customers and show true value is essential in allowing your business to thrive. Quality documentation allows you to accomplish this through several ways and ensure that your documentation expands beyond the internal scope of your company. Make your users and end users ENJOYEES!

Improvements

• Autofill Improvements: Made refinements to the autofill functionality for more accurate and reliable password entry
• Automatic Sign In Improvements: Improved the stability and responsiveness of the automatic sign-in feature
• Performance Improvements: Enhanced performance for quicker access and loading times within the extension

Bug Fixes

• Resolved an issue that caused repeated login attempts when an incorrect password was auto-filled during automatic sign-in
• Various other minor bug fixes and improvements
  

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No matter what documentation tool you use, the most important initial item to consider when thinking about your user management is security of your environment. To start, always ensuring your environment is secure by setting up your desired security settings. In Hudu's admin area, you have the option to turn on 2FA, SAML/SSO, and/or IP Access Controls. Requiring your users to go through additional security measures to log into your documentation software will help protect your data from unauthorized access. Once this is set up, you can then start thinking about your permissions.

Permissions overview

Setting permissions in your documentation is almost as important as your security settings. There are commonly two different levels of permissions, user roles and group permissions. User roles grant the overall abilities your users. Typically, some level of read-only, editing roles, and administrative roles. Group permissions allow you to select a more specific level of permissions you want the common types of users to have, so that each time you add a new user, you can add them to group where you've already thought through what documentation you want them to see and edit.

Permissions and user management within Hudu refers to the creation and maintenance of users, as well as the assignment of user roles and the restrictions placed upon them through our security groups. Let's look more at each of these.

Setting group permissions

Security groups can have specific permissions ranging from which companies a user may have access to, all the way to ability to see a specific password or only have access to information during set times. One best practice is to group users based on their roles or functions. This can help you easily manage your documentation and save you time when adding additional team members needing the same permissions.

Starting with either an allow list or a deny list, you can customize the access of these groups from items like Global KB, personal password vaults, ability to share outside of your instance, company passwords, agreements, or specific custom assets. If you are just setting up your environment, we recommend taking the time to think through all of your groups (again, typically roles or functions such as your different technician levels, supervisors/managers, etc.) and customize these prior to adding users.

TIP: Create and set up a Default group. All new users (unless you explicitly alter their group designation) will be added to this group, ensuring that no users accidentally get access to information that they should not.

Inviting users

Once your instance is secure and groups have been created, it is then time to add your users. These roles will dictate the main abilities that a user will have within your Hudu environment. Inviting users to Hudu can be done through adding them individually or inviting users in bulk using a CSV template. You'll have the option to pick between 6 different user roles with varying levels of documentation abilities.

When inviting your users, you can select the groups or groups you want them to be a part of. This is why creating your groups prior to inviting users can be important as it allows a user's permissions to be applied as soon as they are invited to Hudu. Once you've set permissions and invited users, managing your users becomes much easier. If you're able to effectively manage your users, and they are in turn effectively able to manage your documentation, you will ensure streamlined processes and more success in your documentation practices. If you'd like additional information on setting up your users or impersonating a user to see your documentation through their eyes, watch this tip on users in Hudu:

Learn more about User Management

End User Access

Through this blog, we have talked a lot about licensed users, which are typically employees that are going to be inside of your Hudu instance making changes and accessing documentation across multiple sources. The other type of user to think about is your end users. I am not going to go into the setup of the portal or your end users (keep an eye out for our next blog and a future tip on this topic) but I can't mention user management without talking about the end users.

Hudu's external portal is one of the best ways of storing and sharing documentation for your end user. Setting up the portal for a company will allow you to seamlessly add assets, passwords, KB articles, and more for your end users to view. Portal users are read-only users and have complete access to their company's portal, completely free of charge.

Another option if you want to provide your end users more information is to give them a spectator seat and then limit their permissions to only the companies you want, typically just their company. This allows them to have a more expanded view into their companies documentation. Having your end users set up like this would create the need for applying permissions to them as we talked about with your regular Hudu users.

What's Next?

You've set up your security. You've established your desired groups. You've added users. What do you do next? Everything that I have talked about so far has to do with setup, which is really only the beginning. The next most important aspect of user management is actually managing your users. We are by no means going to talk about how to manage an employee, but what Hudu can offer is some success strategies around managing them from a documentation standpoint. As we've talked about in previous blogs, building a culture of documentation is very important and it ultimately starts with your users.

One of the first things I recommend doing when adding a new user to Hudu is providing training for them on how to use Hudu effectively. This training can help them understand features and best practices, allowing a user to improve productivity and ensure reproducible results among all users. If you haven't utilized Hudu's processes tool, this can be a great first process to build out. It will help you streamline employee training and growth. In this process, we recommend outlining the steps you want them to take to learn Hudu, your documentation, and your expectations for keeping it up. The major goal here is to enable a user to get up to speed as quickly as possible. Ultimately, that user directly and indirectly trains the next user with their role, allowing them to train the next one and so on and so forth. In our blog called "You're NOT Promotable", we talk about the importance of a user documenting their knowledge both for the company's sake but also for their own. This is very true with user management. At the end of the day, your users will define your documentation.

Another success strategy involving user management in Hudu is to complete regular audits of not only your documentation, but of your users as well. Not only should you be doing monthly, quarterly or yearly audits of your documentation, but we also recommend conducting regular audits of user access and permissions to ensure everything is up to date and secure. Again, user management doesn't stop when you add them — it is an ongoing process to ensure user productivity remains at its highest. By implementing these practices, you can create a more efficient and user-friendly environment in Hudu.

Wrapping it up

Whether your users are admins, editors, read-only users, or your end users, user management is extremely important when maintaining a documentation platform. As things change, you need your users to stay efficient — having strong processes in place enables them to learn, grow and adapt quickly. As you implement these strategies, you’ll not only enhance user satisfaction but also position your organization for long-term success. Users may come and go, but the need for managing those users and maintaining your documentation remains a top priority.

New Features

• ConnectWise PSA Support: Enjoy all the familiar Hudu Assist functions, now integrated directly into ConnectWise PSA for more efficient workflows.

Bug Fixes

• Autofill improvements and other minor bug fixes and improvements.
  

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Documentation is not static. It should be thought of as a living repository of information that’s constantly evolving. By regularly updating and refining it, you ensure that when it’s time to perform service for a client, your documentation is as useful and accurate as possible. Whether you’re troubleshooting an issue or onboarding a new client, well-maintained documentation becomes an essential tool for delivering efficient and consistent service.
But, let’s be honest — keeping documentation up to date can sometimes feel like managing a cluttered desktop. Files pile up, things get messy, and it’s easy to lose track of what’s important. For MSPs and IT technicians, this clutter can lead to slowdowns, mistakes, or worse — missteps that could have been easily avoided with a bit of organization.

The good news is that maintaining documentation doesn’t have to be overwhelming. With the right tools and strategies, you can keep everything organized and up to date, allowing you to find what you need, when you need it. Let's talk about how to ensure your documentation remains an asset to your team and your clients.

Stay ahead of the clutter

In our fast-paced, information-heavy world, staying on top of critical changes is key. With alerting, you can ensure that important updates — like expiring domains, warranties, or SSL certificates — never slip through the cracks. Alerts in our platform help you proactively manage key pieces of information BEFORE they become issues, all while keeping your team in the loop.

Alerts act as your safety net, ensuring critical information is always in focus and nothing important gets overlooked. By setting these alerts, you can maintain control over the details that matter most, even when juggling multiple priorities. Learn more about Alerting

Prioritize what needs attention

When documentation piles up, it's easy for critical updates or missing information to get lost in the shuffle. That’s where flagging becomes your go-to tool for quickly marking and prioritizing important items. Think of flagging like adding a sticky note to that one document you know you need to revisit. In the same way you might highlight something on your messy desk, flagging lets you quickly identify what needs more work. Whether it’s an incomplete section, an outdated asset, or you'd just like someone else to review, flagging ensures that nothing gets forgotten.

Almost any record in Hudu can be flagged — from assets and passwords to Knowledge Base articles and beyond. Once flagged, you choose the relevant flag type, add detailed notes, and the flagged item is instantly visible at the top of the record in its assigned color. This helps team members quickly identify high-priority items while navigating through the system.

By leveraging flagging, you ensure that nothing important is overlooked and that items requiring attention are front and center, ready to be reviewed and resolved. The key here is to prioritize. You don’t need to fix everything all at once, but by flagging critical areas for improvement, you can focus on what matters most — and return to the flagged items when you have the time. Learn more about Flagging

Make sure it’s actually useful

Quality matters, whether it's the way your desktop folders are organized or how complete your documentation is. Measuring the quality of your documentation is like doing a quick audit of your files — ensuring everything is where it should be and easy to access.

Our system provides a quality score by evaluating how well asset layouts are being used. This gives you a bird’s-eye view of where documentation needs improvement. Keeping an eye on this score helps ensure that what you’re documenting is not just clutter but valuable and organized information that’s actually helpful to your team.

Keep track of everything You know that feeling when you accidentally delete an important file and wish you had an earlier version? Change control in documentation is your safety net. With features like revision history and the ability to archive out-of-date information (our "museum" feature), you can always go back to previous versions if needed. Learn more about the Museum.

Similarly, knowing who's touched what documentation and when can be tremendously insightful. Audit trails ensure that every action is logged, so if there’s ever a question about who made a change or when something was updated, you’ve got the answers at your fingertips. They provide transparency and accountability, making it easy to trace changes and updates. This is especially useful when managing sensitive information or making significant updates that could impact the whole team.

This ensures that your documentation is not only current but traceable. If something goes wrong, you have the full story of who changed what and when. It’s like having a detailed record of every decision made along the way, ensuring nothing gets lost in the shuffle. Learn more about Change Control. 

Leverage your team’s knowledge

Documentation isn’t a one-person job, much like keeping a shared workspace organized. Collaboration helps distribute the load and ensures that you’re capturing the best information from the right people. Peer reviews and feedback loops allow team members to spot gaps or inaccuracies, leading to better, more reliable documentation.

When your team contributes to documentation, it ensures that the knowledge doesn’t sit with just one person. It’s an ongoing effort to improve quality and consistency across the board.

Let technology do the repetitive work

There’s no need to manually update every piece of documentation, just like there’s no reason to manually organize every file on your desktop every week. Automation can take care of many routine tasks — whether it’s updating document statuses or reminding you when it’s time for a review.

Automation ensures that nothing slips through the cracks. You can set it up once and then let it run in the background, freeing you up for more important work.

By leveraging integrations and the API, much of the manual work of data entry can be accomplished for you. This allows technicians access to the most critical information from each of their software, while ensuring that it's always as up to date as the rest of your stack.

Wrapping it up

Remember, maintaining your documentation doesn’t have to feel like cleaning up a messy desktop. With the right tools — alerting, flagging, automation, and more — you can keep everything tidy without needing to overhaul the entire system every few months. The key is to stay proactive, collaborate with your team, and leverage technology to handle the repetitive work.

Start small, focus on continuous improvement, and make documentation maintenance a regular part of your workflow. By doing so, you’ll create a system that not only supports your team but also enhances your service delivery to clients. After all, clean, organized documentation is more than just a nice-to-have — it’s a critical part of staying competitive in the MSP world.

It is Friday night, and you have just finished working for the day. In your household, Friday night is pizza night. Now, let's stop here because at this point in the story you're probably already asking yourself either "Why is Hudu talking about pizza night???" (please bear with me) or you're thinking about what pizza you are going to get and how you are going to get it. The funny thing is a lot of us are going to have very different answers for their impending pizza night. Between all of your options, it may seem like there are only minor differences, but in reality, there are several reasons why someone might choose one place over another:

• I may choose Dominos delivery because I have had a long day, and I am ready to relax. I have a coupon, and I like that they are constantly giving me deals.
• I may choose Little Caesars because it is going to be the quickest. It is near my house. Hot-N-Ready.
• I may choose the local pizza shop because it's my favorite, buuuuut, the kids don't like it.
• I may choose DiGiorno pizza because it is already in my freezer. It tends to be what my family does every Friday.

It may not feel like it, but convenience, price, time, efforts, deals, location, feelings, habits, and more all lead to my decision to simply eat pizza. Now, we may not be dealing with a delicious (and opinionated) meal, but we can apply a lot of these principles to our own businesses.

Why do customers choose the products or services that they do?

The first thing to ask yourself when considering this question is what makes customers even consider a product or service? And how can you ensure that you are standing out and showing your value from the beginning? One of the biggest truths I have learned in business is the importance of a compelling value proposition. It should clearly state your product's unique benefits, capturing potential customers' interest and trust by addressing their specific needs and setting you apart from competitors. Once they see that value, they become hooked and their choice has already been made. Understanding that you need to offer your customers value is the easy part. Determining what that value is can be more challenging. And the most difficult task is ensuring that customers continue to recognize and appreciate that value throughout their time with you.

Why should your customers choose you?

When potential customers are looking for someone to manage their IT, what separates you from others?

When coming up with a value proposition that you are going to provide to your customers, it should be something easily achievable that delivers significant value. In this industry, your quality of service is ultimately what is going to attract and keep customers. That service can vary to extreme degrees depending on your company's capabilities. Does your company provide a limited number of services, or do you offer a comprehensive list?

One of the ways that you can differentiate yourself from others is the tech stack you use. I am not here to tell you what products to use or what the best one's are in the market, but I will say that the products you choose to invest in are what invest right back in you and show your customers your value. Consider these questions:

• What type of service do your customers desire and expect from you?
• How quickly do their tickets get answered and solved?
• How secure is their data?
• Do they want access to their own passwords and other documentation?
• Are you providing them resources to solve basic IT issues themselves?

Going back to the overarching topic of why customers choose certain products or services over others, are you able to answer these questions and easily communicate them to your customers?

Why should your customers want you to use Hudu?

In the daily life of MSPs, effective communication and seamless documentation are critical to ensuring client satisfaction and operational efficiency. When managing IT services, using a documentation platform like Hudu can be a game changer. From sharing client documentation with them, to ensuring streamlined processes with reproducible results, here are many reasons why your customers should want you to use Hudu:

• Increased efficiency: Save time when handling tickets and other tasks by easily searching within Hudu and setting up related items to create a web of documentation, ensuring you are always one click away from what you need access to.
• Streamlined onboarding processes: Create and mark processes as onboarding processes allowing yourself the ability to onboard new clients and employees quicker and more efficiently.
• Enhanced client communication: Utilize Hudu's one off sharing method features as well as the External Portal to enhance communication with your clients.
• Password management: Seamlessly manage your client's passwords, giving them access to the one's they need.
• Knowledge retention: As we have stated in a previous blog, "You're only promotable if you're replaceable". This serves true for knowledge retention and why it is so important to document your knowledge. A good question to ask yourself: If your #1 technician leaves your company tomorrow, does all of his knowledge go with him?

At the end of the day, all of these items lead to improved client satisfaction. We know how important it is to prove to your client that you are valuable to them, and we want you to be able to easily portray this to them. To help make this easier, we have created an end user marketing handout for you. The content of this handout can be added to any existing marketing you have already created or can be modified with a PDF editor to use your own logo/branding and remove ours. We have included 2 sections:

• One section shows what features we think will be most beneficial to your clients
• One section explains the benefits of you using Hudu as their MSP

Feel free to modify this handout as much as needed. Our goal is to provide you with easy content to show customers what Hudu truly allows you to accomplish for them.

Resource Download - End User Marketing

The Managed IT Services industry is a competitive marketplace and providing exceptional service is essential for MSPs to thrive. By adopting Hudu as your documentation platform, you can enhance communication, improve operational efficiency, and ultimately boost client satisfaction. When your customers see the value you bring to them through your documentation practices (which you can now more easily share with them), they’ll appreciate the professionalism and reliability you bring to their IT needs. Using Hudu for your IT documentation is not just about improving your operations, it’s about delivering top tier service that keeps your clients happy and continuing to recognize and appreciate the value you bring to them throughout their time with you.

Wrapping it Up

As we continue our "Documentation Beats Conversion" series, this quarter will focus on managing your documentation. Stay tuned as we dive deeper into specific strategies, best practices, and tips to help you foster a strong culture of documentation and how to manage your environment. We’ll be providing actionable insights and practical advice to elevate your documentation practices. Stay tuned as we guide you on this journey to make documentation a seamless, integral part of your organizational workflow, ensuring that everyone from your newest hire to your most seasoned executive can access the knowledge they need, exactly when they need it, which in turn delights your clients every step of the way.

NOTE: Prior to updating to v2.34.0, please consider the following requirements:

• For Self-Hosted Customers:
  • This update requires at least Redis 6.2. To make sure you are on the latest, go to the directory that contains your Hudu setup, and edit your docker-compose.yml redis tag to be redis:7.4.0 (see example below). Cloud-hosted instances will be updated automatically.
• For all Customers:
  • A default group for users must be designated.If no default group exists at the time of the update, Hudu will automatically create one.
  • All users besides admins or super admins must be in a group. Any users not in a group at the time of the update will automatically be added to a new group called "Previously Ungrouped Users". Note: this does not apply to admins or super admins, as they cannot be in groups.

New Features

• Add users to multiple groups: Users can now be added to multiple groups within an instance. This allows for greater customization when it comes to company and password folder access. Read more about multiple groups and managing permissions here.
• Manage group membership from user profile: Admins can now add and remove a user from groups directly from the user’s page.
• Expanded admin password generator defaults: Administrators now have the ability to set password generator defaults for all available password generator options.
• Added support for Azure OpenAI: Requires an OpenAI deployment and endpoint from Azure.

Improvements

• Massive performance and enhancements to load time.
• Reduced Docker size.
• Added 8- and 12-hour expiration options when sharing a password.
• Added ability to add/edit password tags when creating a new password or editing an existing password.
• Added a green checkmark to copy buttons to indicate text has been copied.
• Updated default behavior for links in KB articles and in rich text fields of assets to open in a new tab. You can still customize this per link as needed.
• Added flags to asset previews.
• You can now close any modal (including asset preview) by clicking anywhere outside the modal, or by hitting the esc key. (Note: this means the esc key will not longer activate a search. You can still activate a search by typing ctl+/)
• You can also exit full screen view of photos by hitting the esc key.
• Added horizontal scroll to documentation quality table to accommodate more columns.
• Updated behavior of search inputs when using certain browsers to not automatically select the search input.
• Updated behavior of search for tables to default to comprehensive.
• Made various improvements to admin pages for groups, users, and password folders. Some notable ones:
  • When inviting new user via email, you can hit enter/return instead of clicking the often missed “Add” button on screen.
  • You can now designate group names (instead of group ID) when bulk inviting users via .csv upload.
  • Added inline editing for group name.
  • Added option to select all when restricting password folders to specific groups.
• When editing group permissions directly from a record or company, you can now access a list of who currently has access directly from the change permissions modal. Updated saving behavior so modal remains open after group access is updated, making it easier to update multiple group permissions at once.
• Removed name from URL slug to prevent incorrect slugs when entity name is updated.
• Cleaned up Admin/Security pages to improve clarity and reduce chances for errors.
• Added icon to indicate if a KB folder is Global.
• Fixed password color for “no fill” in dark mode.
• Added destructive button styles in dark mode.
• Updated error and success colors in dark mode to increase color contrast.
• Enhanced infrastructure to boost speed of environment.
• Backend integration improvements for:
  • Watchman Monitoring
  • Auvik
  • Atera
  • Kaseya BMS
• For CW ScreenConnect Helper (version 1.7.0), Hudu admins can now set specific hours during which users are allowed to access the ScreenConnect Helper. Users in a group with a login schedule will automatically adhere to the group’s configured access hours.

Bug Fixes

We've also addressed several bugs to ensure a smoother experience:

• Fixed a bug causing 500 error when attempting to move passwords between companies and folders.
• Addressed a bug with Asset Link fields not searching all asset layouts.
• Resolved an issue causing links from HaloPSA to Hudu to fail.
• False boolean fields now correctly show up on the table view of Asset Layouts.
• Fixed an issue causing a company addresses to not appear.
• Resolved an issue with spaces not appearing for the password easy-read function.
• Resolved some issues with the Kaseya BMS integration infrastructure causing errors.
• Fixed an issue with Company table sorting empty states/provinces and cities.
• Resolved a bug with linking with EU domains for NinjaOne.
• For the mobile app (version 2.2.2), this release allowed us to fix an issue that prevented the placeholder from appearing when a client logo had an invalid source.
• For CW ScreenConnect Helper (version 1.7.0), this release allowed us to fix an issue where users were required to re-authenticate when switching between multiple ScreenConnect sessions while using the Helper.
• Various other minor bug fixes and enhancements.

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Magic Dash: Maximizing Client Dashboards

The Magic Dash feature in Hudu can be a game-changer for visualizing key data points in a streamlined manner. Magic Dash’s serve as personalized dashboard widgets per client, making it easier to view and manage information in a single location. By utilizing the API and customizing your Magic Dash, you can create and manage the dashboard widgets to fit your organization's specific needs, ensuring that the most relevant information is always front and center.

Success Strategies

• Colors and Themes
  • By default, Magic Dash provides plain (white), success (green) and danger (red) widgets. You can further customize Magic Dash colors via the Design tab using custom CSS. This allows for a more cohesive visual experience that aligns with your brand.
  • For example, adding an additional color:
    {.custom-fast-fact.custom-fast-fact--<CUSTOM SHADE NAME HERE> {background: #<CUSTOM HEX CODE HERE>;}
• Vendor Overview
  • Consider creating an overview company for each vendor. Anytime you create a Magic Dash item for a specific company, you can also have it automatically add to the respective vendor overview company page, giving you a bird’s eye view of vendor-related tasks and issues.
• Embedded Reports
  • Utilize a Magic Dash widget to embed charts or reports such as from LucidChart, LifeCycle Insights, BrightGauge, or many others so your technicians can quickly gain access to this information.
• Pull Data to the Front Page
  • The Magic Dash can be configured to pull information from your custom asset layouts, providing a quick glance at important information without having to search for it.

Read more about Magic Dash

Optimizing Your Knowledge Base

Efficient navigation and clear content presentation are key to making your Knowledge Base (KB) user-friendly and effective. By leveraging more advanced features within Hudu, you can significantly improve the readability, usability, and overall quality of your documentation.

Success Strategies

• Improving Navigation - A well-organized Table of Contents (ToC) is invaluable, especially for longer articles or complex subjects. By using anchor tags, you can link directly to specific sections within your document, enabling users to quickly access the information they need.
  • Anchor Tags - Consider implementing anchor tags to direct users to specific sections. This is particularly useful in large knowledge base articles where users might need to jump to a particular section without scrolling.
  • Creating a KB reference article - By creating an article within Hudu that references the location of all of your articles, you’re providing your technicians with an easy solution to reference when they’re looking for information. For a practical implementation guide, take a look at this PowerShell Script for creating a table of contents.
• Advanced Editor Functions - The editor within Hudu is more powerful than many realize. By leveraging advanced functions, you can enhance the readability and functionality of your documentation.
  • Article Callouts - Use callouts to highlight important information or warnings within your articles. This ensures critical details stand out to the reader.
  • Accordions - These are perfect for collapsing sections of text, making the document easier to navigate while still housing all necessary information.
  • Keyboard Shortcuts - Familiarize yourself with TinyMCE shortcuts to streamline your editing process. Efficiency is key when managing large volumes of documentation. Check out all the shortcuts here.
  • Code Editing - If you're embedding code snippets, make sure to use the appropriate formatting to maintain readability and structure.
  • Embedding External Content - Hudu supports embedding tools like Scribe, Lucidchart, Tango, and Draw.io. Utilize these to enrich your documentation with interactive elements and improve the overall clarity and effectiveness of your documents.

Custom CSS: Tailoring Your Documentation

Custom CSS can dramatically alter the appearance and functionality of your Hudu instance, allowing for a more personalized user experience.

Success Strategies

• Expanding Text Areas - Adjust the size of custom CSS and rich text input fields for better usability:

/* Edit custom CSS Area to be larger */textarea#account_custom_css { height: 800px !important;}/* Edit asset rich text boxes to be larger */.tox.tox-tinymce.tox-tinymce--toolbar-sticky-off { min-height: 250px !important;}/* Size when box has focus */.tox.tox-tinymce.tox-tinymce--toolbar-sticky-off.tox-edit-focus { min-height: 800px !important;}

• Utilize Dev Tools - If you plan on changing CSS items within your environment, we recommend playing around with your browsers dev tools first — then, when you’re ready, you can just copy these changes into your Hudu Admin >> Design >> custom CSS.

Wrapping it up

And there you have it — just a taste of the endless possibilities at your fingertips when you dive into the world of Hudu. But remember, this is only the beginning. The tools and techniques we’ve discussed are powerful, but they’re just the tip of the iceberg. Whether you’re customizing your Magic Dash, building out intricate ToCs, or experimenting with new CSS styles, there’s so much more you can do to make Hudu truly your own. Think of this as your starting point—a bit of guidance to set you on the path. The real magic happens when you start exploring, experimenting, and finding new ways to tailor Hudu to fit your unique needs.

So go ahead, get creative, and make your Hudu experience something truly exceptional. After all, the best documentation isn’t just about storing information; it’s about creating an environment where your team can thrive. And with the right tools in hand, there’s no limit to what you can achieve.

Hudu Browser Extension v2.4.0 is now available for Chrome and Firefox. This version includes two new Hudu Assist features to give you even more access to documentation without ever leaving your PSA/RMM.

New Features and Improvements

• Expanded Access: Assist is now available on all pages of your PSA/RMM so you can easily access knowledge base articles and passwords when viewing companies, tickets, contacts, and more.
• Built In Search: In addition to viewing related assets, you can now search all company and global knowledge base articles and passwords.
• Autofill improvements and other minor bug fixes and improvements.

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• Where do I store KBs for my own company and when do I use client vs global KBs?
• What are templates and how do I effectively utilize them?
• What do you use the onboarding process for?

Just like with other items in Hudu, the flexibility of the tool provides you multiple ways in which you can do this and this blog post will go through a few strategies we have seen work well for our customers. Throughout the rest of this article, we’ll focus on providing information that you can choose to implement within your organization to assist with building your documentation structure. The strategies we’ve outlined below are collected directly from all of our clients and are proven ways that they improved their structure with Hudu. 

Client KB vs Global KB vs Internal KBs

Having a strong set of knowledge base articles is only useful if all of your employees know where those articles live. Hudu gives you the ability to store these knowledge base articles in multiple different ways. Sometimes, a KB may be useful only for one company you manage, sometimes it may be applicable to all managed companies, and other times, a KB might only apply to your own internal company.

Success Strategies

1. Use the client specific KB section for all articles that serve as direct reference documentation for that company. If you have an article that is only applicable to a few companies, you could also use client specific KBs for these, but most clients would use Global KBs for any article applicable to more than one company. 

2. Add all articles that could be applicable to any company at the Global KB level. As stated in number 1 above, you may chose to add articles to the global KB that are only applicable to a few companies as well, or you could put those in the client specific KB.  

3. A question we get asked by many customers is where to store internal KB's. Should I store them in the Global KB section or in my own internal company created in Hudu? Just like other things we've talked about, neither is wrong. The main thing you should be thinking about is where your technicians would look first for these. If you have an internal company for some information, but then are storing your documents in the global KB, it's not as intuitive for your techs. Vice versa would also apply. Creating your own internal company in Hudu gives your techs a better idea that they are internal documents only - adding to the company can serve as a 'tag' for 'internal only'.   

KB Templates

There are many different areas in Hudu where you can create templates for re-use to help organize and structure your documentation. One of those areas in which templates can be created is the KB section. Create KB templates to standardize the way your articles are written. Once an article is created (at either the global OR client level), you have the ability to designate the article as a template. Doing so allows you to create articles, starting from an exact copy of an existing template article.

Success Strategies

Success Strategy: Create standarized templates in the formatting you want your team to use. Ideally, create several templates for every type of document and every scenario you can think of. Review these periodically to ensure your templates are working to create the KB articles you want. 

Get more tips on KB Templates 

Global Process Templates

Just like KB's, you can also create templates for your processes in Hudu to reuse across multiple clients. Global processes are created and edited in the exact fashion as normal, client-specific processes; but can be accessed and re-used easily across all client spaces.

Success Strategies

Success Strategy: When you are first starting to create processes in Hudu, start at the global level. You may have processes for onboarding, offboarding, new users, new computers, etc. All of these can be standardized to ensure reproducible results from any technician that is going to complete one of your processes. 

Get more tips on GPTs 

Onboarding/Offboarding Processes

Having good processes for onboarding and offboarding can be critical for ensuring a seamless transition for employees either joining or leaving a company (and/or clients starting or stopping with your service).

Success Strategies

1. Create process templates in Hudu specifically for your onboarding and offboarding SOP's.  

2. For processes in Hudu that directly relate to onboarding, mark them as an "Onboarding Process". This will mark the processes as onboarding processes when activated and automatically add them to the company overview page. 

Get more tips on Onboarding and Offboarding

Wrapping it up

As we've said before (because it can't be said enough), there are many different methods to create quality documentation that can be used to save time and increase efficiency when navigating your documentation platform. We highlighted Knowledge Base and Processes in this blog but this concept can be applied across your documentation. As we talked about in this blog, templates can be a great method of standardizing your documentation and we recommend creating personalized templates for processes and KB's that your own organization uses frequently. We hope these strategies and tips useful for your platform and always remember that documentation is fluid and if your way isn't working, you can always try something else.

Is there a right way?

When structuring your documentation, there are unlimited ways that something can be accomplished. From the organization of your knowledge base articles to the building of your asset layouts, we see many customers accomplish things in different ways. Is there a right way to do things? Yes, but that way can be different depending on your needs and what makes the most sense for your particular company. Throughout this article, we’ll focus on providing information that you can choose to implement within your organization to assist with building your documentation structure. The strategies we’ve outlined below are collected directly from all of our clients and are proven ways that they improved their structure with Hudu. This may not work for you, but we hope to give you some ideas of how you could get started. A couple items in Hudu that we get asked about frequently are how to manage vendors and locations and how to manage relationships throughout your instance. Just like with other items in Hudu, the flexibility of the tool provides you multiple ways in which you can do this. 

How do I document different locations for the same company?

Sometimes, a client may have multiple sites or locations in which their business occurs. There may be different devices, people, and other assets that are relative to each location. Documenting these locations allows you to have the knowledge of where each device, person, etc. is located. The two most common ways we've seen them documented:

• Asset Layout called "Locations"
• Each location as a separate company

Success Strategies

Strategy 1: Create an asset layout for "Locations". This can be named as locations, sites, rooms - whatever makes sense for your company. If you have multiple sites or locations within a specific company that contain shared documentation between each other but have different assets that correspond to different sites (e.g. desktops, users, servers, etc.), the best practice may be to keep this information stored as an asset layout for each company.

See our example of a Locations Asset Layout

Strategy 2: Sometimes, it may make sense to have a site or location as its own company. If the documentation that is tracked at each location is significantly different then that of another location, within the same overarching company, the best practice might be separating those locations out. 

How do I handle vendors?

Just like there are multiple ways to document a clients locations, there are also multiple ways to document vendors that a business uses. These vendors can sometimes be globally applied to all companies or they can be specific to one or a subset of companies. The three most common ways we've seen them documented:

• Asset Layout called "Vendor"
• Vendors each as their own company
• Vendors as a company

Success Strategies

Strategy 1: Create an asset layouts for "Vendors".Just like with locations, this can be named vendors, software, companies - whatever makes sense for you. If you have vendors that multiple companies use, but each vendor has unique information specific to that company (e.g. point of contact, contract/agreement, phone number, etc.), the best practice may be to keep this information stored as an asset layout for each company.

See our example of a Vendor Asset Layout

Strategy 2: Create different companies for all of your vendors. Hudu provides the ability to create unlimited companies and one strategy we have seen used is creating vendors as companies. This allows for the addition of personalized documentation for each vendor and would be best if you want to separate specific vendor information out further and allow for assets, passwords, etc. directly for each vendor. 

Strategy 3: Instead of populating vendor specific documentation for all companies, keep all vendor information in one place. Create a separate company for "Vendors". This company would be specifically added to document all vendor information. This can be useful if vendor documentation is global and isn't changing from company to company based on factors like area, Primary POC, and phone number. 

How do I relate all the information?

As seen with talking about vendors, locations, and other items, Hudu provides multiple ways you can accomplish quality documentation. To tie it all together, lets talk about utilizing relationships in Hudu. Relationships can also be created multiple ways in Hudu and are used to create a web of your documentation, ensuring you are always one click away from what you need access to. Relationships can be created for almost every piece of documentation in Hudu to provide for that quick access to the next piece of documentation you are looking for.

Success Strategies

Strategy 1. Set up your documentation in a way that provides your technicians the ability to save time by reducing the clicks needed to find relevant documentation. 

Read more tips on Relationships

Strategy 2. While related items can be a great way to see everything a certain asset can be related to, sometimes, you may want to have those related items appear directly in your flexible asset layout card.

Wrapping it up

There are many ways of creating quality documentation that can be used to save time and increase efficiency when navigating your documentation platform. While sometimes, there isn't necessarily a "right" way of doing things, there is a right way of documenting for your organization. We highlighted vendors, locations, and relationships in this blog but this concept can be applied to the vast majority of your Hudu documentation. Use these strategies as needed and remember that documentation is fluid and can be adjusted to best fit the needs of your company.

Note: Your instance of Hudu must be on at least release 2.33.0 and your mobile device must be a minimum of iOS 15/Android 10 (Quince Tart).

New Features

• View Assets: View assets directly in the app or open an online version of the asset from within the app to access all asset features.
• Open Online: We’re working to add all of Hudu’s web features to the mobile app. In the meantime, we’ve added a way to easily open an online version of a company from the app, so you can access all of Hudu’s features

Bug Fixes

We have also fixed a couple bugs to ensure a smoother experience:

• Article Images: Fixed an issue where some images in articles were not displaying at the correct size.
• Android Biometric Authentication: Resolved an issue causing duplicate biometric verification prompts for users.

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New Features & Improvements

• Asset Link fields can now pull from multiple asset layouts: Select ‘All Asset Layouts’ from the ‘Pull From’ tab when editing the Asset Link field to enable this option.
• Address field type for asset layouts: We’ve added a new asset layout field type for addresses. Assets with an address will also display a link to open the address in a new tab using Google Maps.
• For those who utilize Mapbox, you’ll also see a Mapbox map directly within the asset.
• By enabling the ‘Include as a pin on map in Company's overview’ in the field settings, these pins can also add additional pins to a company’s main homepage map.
• Compare asset differences: When updates are made to an asset, after viewing the revision history, you can easily compare what changes were made to your custom fields.
• Ability to disable the Hudu browser extension: Admins will now have the ability to disable the Hudu browser extension for a given instance.
• Activity log icons: Activity log record names will now have an icon next to the name indicating if the activity was done via the mobile app, Hudu browser extension, or Hudu ScreenConnect extension. Activity done on the Hudu web app has no icon.

Bug Fixes

We've also addressed several bugs to ensure a smoother experience:

• Fixed an issue with the racks feature that was causing a 500 error and preventing re-access.
• Various other minor bug fixes and enhancements.

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If you want to prevent incidents of lost information, utilizing a consistent naming convention and logical folder structure across your entire organization is vital.

Naming Standards and Folder Structure

A naming convention refers to the framework for how documents, assets, passwords, etc., are labeled within your organization's software. By establishing a clear and consistent naming convention, you ensure that everyone on your team understands HOW to name files and can easily locate them when needed.

In addition to naming conventions, a logical and hierarchical folder structure is essential for effective documentation. A well-organized folder structure mirrors the way your team thinks about and accesses information. It should be intuitive, with a clear top-down approach that categorizes documents from broad to specific, ensuring that users can navigate through folders with ease.

By implementing and adhering to consistent naming conventions and a logical folder structure, your organization can vastly improve its documentation practices. This ensures that information is not only well-organized but also easily accessible, improving efficiency and reducing the likelihood of errors and miscommunication.

The strategies we’ve outlined below are collected directly from all of our clients and are proven ways that they improved their structure with Hudu.

Success Strategies

1. Maintain a document for how your organization names and organizes information. When starting to create your naming convention, ask yourself these questions:

• What files/group of files will the convention cover?
• What information is important about the files and makes each distinct?
• What is the order you’d like to put the metadata? Think about how your users will search for it.
• What characters will you use to separate each piece of metadata in the file name? Underscores tend to be the most ‘safe’ — some programs cannot search certain characters, can’t handle spaces in names, may already carry meaning for certain characters
• Will you need to track different versions of each file?

Get started with our "How to Document" document

2. Be consistent. Consistent naming conventions and folder structure play a crucial role in creating an organized and intuitive documentation system. They help in categorizing and sorting information logically, making it easier for team members to retrieve specific documents quickly.

• The same information in the same order.
• The same date format.
• The same abbreviations and acronyms.

3. Develop a logical and hierarchical folder structure — make it easy to find and store documents.

  Read more tips on Folder Structure 

4. Use only numbers, letters, or underscores within your naming convention 

5. Avoid using vague or overly complex names that can cause confusion.

 6. Use descriptive names that include key information.

 Read more tips on Naming Standards

7. Limit the number of subfolder levels to maintain simplicity. Although it may appear cleaner, a large number of sub-folders can silo information and cause it to be more difficult to find. 

8. Schedule reviews of your naming conventions and folders periodically to ensure that the system is still working for your team and that you do not need to adjust.

Wrapping It Up

By implementing a consistent naming convention and logical folder structure, your organization can prevent incidents of lost information and ensure that valuable resources are easily found when needed. This approach mirrors the intuitive way your team thinks about and accesses information, enhancing efficiency and reducing the frustration of misplaced documents. Ultimately, these practices lead to better organization, improved collaboration, and seamless knowledge management across your entire team.

New Features

• Added a search bar to the Suggestions tab to make it easier to narrow down suggested passwords.

Improvements

• Made a number of improvements to both light and dark mode color schemes to increase color contrast in accordance with WCAG accessibility criteria.
• Implemented a number of updated components and styles to provide a consistent look across Hudu web, mobile, and extension platforms.
• Updated password color indicator options to match those in the web app (what was formerly grey is now “no fill”).
• Added helper text for password generator radio button options so you no longer have to hover over an option to see what it does.

Bug Fixes

• Fixed a bug that was causing passwords to autofill in OTP fields.
• (2.3.1) Autofill Input Correction: Resolved an issue where autofill data was being inserted into incorrect inputs.
• (2.3.1) URL Launching: Fixed a bug preventing certain URLs in password details from opening correctly.
• (2.3.1) UI Refinements: Addressed various minor user interface bugs for a smoother experience.
• (2.3.1) Autofill Enhancements: Implemented additional improvements to the autofill feature for better performance.

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Asset Layouts 101

Most documentation software has categories that serve as the main structure for your information and are key for organizing client/company information. They serve as containers to group similar types of assets (such as contacts, network devices, servers, applications, etc.) into a single place. Each category is typically further organized with fields, which are tailored to the specific data you need to record for each asset type.

Within Hudu, these categories are what we call "Asset Layouts". Asset layouts are standardized across all companies in your environment, meaning you only need to customize them once to use them for every client. This standardization helps technicians become familiar with a single structure, speeding up the process of finding and recording information, as well as ensuring that your documentation remains accurate and reliable for every client.

Relating this to the classic spreadsheet example, asset layouts can be considered different workbook sheets. Typically, the fields within the workbook would serve as column headers, and the assets would be your rows. For instance, if you need to document client desktops, a ‘Desktop’ asset layout would serve to group all of the devices, while the fields would let you document specific details for each desktop (e.g., Operating System [list select field], Warranty Expiration [date field], Location in the building [embed field]).

Throughout this article, we’ll provide information you can choose to implement within your organization to assist with building your documentation structure. The strategies we’ve outlined below are collected directly from our customers and are examples of ways they’ve improved their documentation structure with Hudu.

Success Strategies

1. Just start writing. One of the hardest parts of maintaining comprehensive documentation of IT environments is simply starting, but it shouldn’t be. You must overcome the initial documentation challenges by just starting to write/jot down quick notes and information as you go. 

2. Start with a pen and paper. Before jumping into building your structure, jot down as many different assets as you can think of that you work with on a daily/weekly basis (client employees, desktops, servers, applications, etc.). Now, think about what information would be critical to you if the client were to call you in 2 months with a service request.  

3. Begin by documenting the most critical areas. Think of your documentation as a living, breathing repository of information — used to assist technicians the next (future) times that you need to perform service on a particular asset. This will allow you to critically think about what information is REQUIRED for you to perform the job seamlessly, and which may be optional. 

4. Maintain a similar (standardized) format across all of your software products. This can help ensure consistency and maintain uniformity in documentation and allows technicians ease of finding and using the information, regardless of which client they’re currently working with. 

 Download our example "How to Document" document 

5. Adapt asset layout templates to your needs to save time. Pre-built asset layout templates will help you get started, but you'll want to customize and add additional asset layouts to what works for you.  

Read more on Asset Layouts 

6. Utilize the software to your advantage. Use appropriate field types. Unlike spreadsheets, dedicated documentation software provides different field types which allows you to capture and display relevant information in a more useful format for technicians.  

7. Provide technicians with examples of high-quality documentation to follow. This will allow them to know what you’re looking for when documenting information on specific asset types.

Read more on Gold Standards

8. Regularly review and update fields. Your documentation will not remain static and will require you to adapt to changing needs and ensure it remains relevant and useful.

Wrapping It Up

The ultimate goal of documentation is to be read and understood by the user. Therefore, ‘good’ documentation improves readability and makes it easier for users to find and understand the information they need. This is especially important in IT, where clear and precise information can prevent costly mistakes. Having a well-structured documentation system is vital for any efficient IT operation as it promotes consistency across documents. Without it, documentation can quickly become a source of frustration instead of a helpful resource — finding information becomes time-consuming and a defeating task for the end-user (e.g. technicians). This not only hampers productivity but can also lead to critical errors, oversights, and reduced customer satisfaction.

"You're not promotable unless you're replaceable."

While in college, I started my working career at a ‘mom and pop’ dive shop in Colorado. I was hired part-time to do just about anything and everything the owners didn’t want to. Mind you, although I was passionate about diving, I hadn’t the first clue about the intricacies of dive gear, sales tactics — or hell — even how to answer the phone in a professional sense. I spent the first few months learning. Reading product manuals, asking enormous amounts of questions, and listening to my coworkers share their real-life experiences. Albeit very inefficiently, I did eventually develop some independence as an employee. By the end of my time there, although I was able to contribute a significant amount to the team (don’t worry, I’m not tooting my own horn — they told me this), it made me realize a few things:

• If any one of my coworkers hadn’t still worked there when I first joined or was too busy to answer my questions, I would have been S-O-L and likely fired.
• I caused a lot of overtime work for my employers because they spent the day holding my hand through tasks. Sorry, Jim.
• I significantly delayed my coworker’s promotion, due to him having to get me up to speed to replace him.
• And...as I was training my replacement, I realized everyone on the team was about to be in that exact same position.

Thinking back on these times makes me realize the business impact this can truly have. I learned that documentation beats conversation. If any of this information or my questions had documented answers (I was 17, I wasn’t asking them to explain rocket science), life — for everyone at the company — would have gone much smoother. All too often, the way employees learn, train, or onboard at work depends on:

1. Whoever happens to be nearby and available (instead of the experts on the subject matter)
and

2. Whatever documentation they can find (IF they can find it)

In this article, we'll talk about the importance of a “documentation-first” approach to the culture at your organization and try to explain the benefits this can have for everyone at your business. With it, I’ll try to provide as much useful information as I have learned throughout my time working here, talking with clients, and documenting my knowledge.

Benefits of Good Documentation

Good documentation benefits the business by making it easier to hire and train employees, delighting customers along the way. It allows new hires, even those with minimal experience, to get up to speed quickly by following established guidelines. "Standing on the shoulders of giants" becomes extremely relevant with documentation — being successful in a role requires being given the opportunity to be. For employees, good documentation allows them to do their jobs more efficiently — serving their customers and/or fellow employees quicker and more accurately. They spend less time teaching their skills to others and more time on productive work. Proper documentation means that someone else can easily step in during their absence, allowing them to take vacations or breaks without worry. Highlighting the key benefits and some of the results you can expect to see:

Quick Access: Technicians can quickly find the information they need without wasting time searching through multiple sources.

• Facilitates asynchronous work, allowing teams to operate more cohesively.
• New hires can get up to speed faster by empowering them to find answers to questions as they arise, making the training process smoother.

Consistency: A central repository ensures that everyone is using the same, most up-to-date information, which reduces errors and miscommunication.

• Ensures clarity on how documents are created, stored, accessed, and updated.
• Stale documentation can be easily spotted, fixed, and repurposed or retired.

Efficiency: By having all documentation in one place, technicians can work more efficiently, reducing downtime and speeding up problem resolution.

• Avoid mistakes by providing authoritative, quality-assured guidance.
• Repeated service requests can quickly be knocked out, as the answers are documented and laid out logically.

Knowledge Sharing: It facilitates knowledge sharing across the team, ensuring that valuable insights and solutions are accessible to everyone — this means fewer meetings to get up-to-speed.

• Enhances flexibility in the workday by providing information whenever and wherever it’s needed.
• Prevents work duplication and missed collaboration opportunities.

Support: Technicians can provide better support as they have immediate access to the necessary documentation, leading to quicker issue resolution.

• Continuous access to up-to-date, accurate information.
• Decreased number of support requests, as tickets are being completed correctly the first time.

Scalability: As the organization grows, a central repository scales with it, maintaining organization and accessibility of information.

• Reduces reliance on co-workers for answers, minimizing the interruptions they face each day.
• Avoids bottlenecks where essential knowledge is confined to a few key individuals.
• Allows the organization to become future-proof against competitors, ensuring excellent service and customer satisfaction.

But documentation can’t exist or be useful without people. It needs people who understand and value it. Teams who will create, disseminate, use, and update it. This is where building your documentation culture comes in.

Understanding Documentation Culture

Documentation isn’t just about recording information — it’s about creating a reliable resource that supports your entire organization. When done right, it can transform the way your team works, by making processes smoother and ensuring that knowledge is preserved, accessible, and always up-to-date. Documentation culture, as defined, is the set of behaviors, beliefs, and practices that employees demonstrate in their daily work regarding documentation. While executives may play a vital role in establishing and promoting this culture, it's at the employee level where this truly plays out. A strong documentation culture ensures that all organizational knowledge is captured and stored in a central repository — making it easily accessible, comprehensible, and well-known throughout the team. Good documentation can turn from an administrative overhead into a living, breathing part of the organization, radiating value for individuals and the entire workforce.

How to Build a Strong Documentation Culture

Set your team up for success

Take Inventory: Start by revisiting your current documentation — auditing your existing processes and guides allows you to identify any gaps in your documentation and shows you what needs to be created, updated, or archived. 

Set clear guidelines: Make sure that your employees understand what’s expected of them. How, where, and when you want information documented helps to reinforce its’ adoption.

Share ownership: Everyone is an expert at something; let them show this. Give individuals direct responsibility for documenting information in relevant business areas. Be clear about your expectations and empower them to share new ideas.

Make it Easy

Start small(and build on it): Start with documenting the most important and critical information first. As mentioned, documentation is a living part of your organization, and creating a documentation-first culture does not happen overnight. 

Invest in the right tools: Just because you can make software work for what you’re trying to accomplish, does not mean that it’s the product you should be using. Invest in proper documentation software that can be adapted to your needs. 

Leverage the software: Documentation software typically has a variety of tools to assist with increasing the usability of your information. Focus on clarity and ease of use for your technicians—they are the end-users, so keep in mind HOW you can enable them to best use it. 

Make it Fun

Recognize the stars: Having documentation champions within your organization is crucial for a successful culture, recognize these users.

Reward employees: Employees who consistently contribute to documentation efforts should be incentivized to continue. 

Highlight the benefits: Although good documentation does benefit the organization as a whole, remind your team of the benefits that they will also receive from partaking:

• Faster resolution of tickets and client requests.
• Reduces their personal time investment requirements.
• More independence in their workflow.
• Happy customers.
• And so many more...

Make it stick

Measure your documentation: Scaling company knowledge doesn’t happen overnight. It happens with small, consistent steps that create a strong culture of documentation. You should always review your documentation to ensure it’s working and (more importantly) working for your technicians.

• Qualitatively, successful documentation means employees are getting their work done faster, without interruptions and/or extra meetings.
• Quantitatively, measure the views and production rates of the documentation your team creates. This helps you identify where people are getting stuck in a process and how you can improve it.

Training should be ongoing: Provide regular training and support in documentation frameworks, knowledge management, and new tools to integrate documentation seamlessly.

Wrapping it Up

Remember: Documentation beats conversation.

When company knowledge is siloed, scattered, and disconnected from the people who need it, their jobs become much harder. This slows down the entire organization. By implementing a strong documentation culture and following these recommendations, your organization can improve efficiency, support better decision-making, and enhance overall service quality. As we move forward with our series, we’ll dive deeper into specific strategies, best practices, and tips to help you foster a robust documentation culture. Each quarter, we’ll explore different main topics, providing actionable insights and practical advice to elevate your documentation practices. Stay tuned as we guide you on this journey to make documentation a seamless, integral part of your organizational workflow, ensuring that everyone from your newest hire to your most seasoned executive can access the knowledge they need, exactly when they need it.

Note: Users who have enabled biometric authentication for the Hudu mobile app will need to re-enable it after this update via the mobile settings. Your instance of Hudu must be on release 2.32.6 and your mobile device must be on iOS 15/Android 10 (Quince Tart) at a minimum to function.

New Features

• Mobile photos: Upload photos directly from your mobile device using the Hudu app. Upload multiple photos from your camera roll or take a new photo, select the company, rename the photo, and select a parent asset within the selected company if needed. Easily swipe through all existing photos within a company, rename, pin/unpin, and view photo details.

Improvements

• Improved Biometric Authentication: Biometric authentication has been revamped to increase security while still providing a seamless login experience.
• Updated UI Colors: Most notably in dark mode, UI colors have now been updated to match other Hudu applications.
• Improved Dropdown Menus: Minor improvements to the dropdown menu’s selection UI.

Bug Fixes

We have also fixed several bugs to ensure a smoother experience:

• Removed MyVault, Company Passwords, and Global KB UI for users restricted from these features.
• Various other minor bug fixes and enhancements.

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New Features

• Data Table Overhaul: We completely overhauled our data tables to make them more powerful and easier to use. Some of their new features include:
  • Fixed headers.
  • Updated pagination and view count options; view count selection is sticky for all tables.
  • Sortable column headers (plus, more to come!).
  • Selectable rows with bulk actions (where bulk actions are available).
  • Search as you type and new “no search results” table states.
  • General style updates to improve table readability.
• Asset Preview:Preview asset details not able to be displayed in a table, such as rich text and embedded content, by clicking on the asset row of the table .
• N-able N-central RMM Integration:Connect your N-central RMM instance toconvert customers, sites, and devices from N-central to Hudu assets.
• MagicDash API Scopes: You can now scope creation/deletion of API keys to only include Magic Dash capabilities. This allows you to secure your Magic Dash scripts in a much easier manner!

Improvements

• Improved API endpoints: User details endpoint added to API
• Dashboard Refresh: UI updates to the Hudu Dashboard including new empty states.
• User Profile Menu: UI refresh and updated menu options to open in new tabs so you don’t lose your place in the Hudu platform.
• Companies Page Overhaul
  • Updated the Company Directory Page with new collapsible Recents and Favorites sections.
  • Added an alphabet jump bar that lets you quickly filter the table to companies beginning with that letter/number.
  • Added a search bar.
  • Updated table to be sortable by any column.
  • Updated archived articles to be in a table format with bulk action options instead of a list of checkboxes.
• Company Overview
  • Updated company Agreements UI.
  • Onboarding Processes: Updated so that processes that have not been started have a defined “Start” button and processes that have been started have a percentage complete instead of a count (i.e. 0% complete instead of 0/5 complete).
• Passwords
  • Updated password folder UI and added count.
  • Updated table: Moved username and parent to their own columns, table can now be sorted by password name or username, and updated portal indicator to a checkmark.
  • Updated method of searching for parent company when creating a new password to make it easier to toggle between searching the current company and searching globally.
  • Updated table for My Vault passwords: Added columns for username and notes.
• Processes
  • When viewing a process template, you can now see a list of child processes directly on the process template screen.
  • Moved important actions (Edit, Duplicate, Convert to Template, and Create Global Template) out of the “More Options” menu and put them directly on screen when viewing a template or a process.
• Knowledge Base (Global and Company)
  • Updated table: Added columns with a date/timestamp for "Created" and "Last Updated", and added a badge to indicate if an article is a PDF.
  • Folder Improvements: Updated KB folders to include an item count of articles per folder, added branching display for folders with nested folders to make it easier to tell which folder has subfolders, and what those subfolders are, without opening the parent folder.
  • Added ability to move articles to a different folder in bulk.
  • Updated search: Automatically search all KB articles so you no longer have to specify if you want to search the current folder or all folders, and automatically search all articles if you are not currently in a folder.
    
  • Added the ability to move an article to a different company when viewing the article (previously, you could only move articles in bulk when viewing the knowledge base).
  • Updated process for creating a new article and created two separate buttons for creating an article or creating a folder.
  • Updated the “More Options” menu when viewing a KB article to be more user-friendly.
  • Updated archived articles to be in a table format with bulk action options instead of a list of checkboxes.
• Assets
  • Updated action options for assets pulling information over via an integration to make it easier to launch the integrated company, re-sync, move, or delete the card, and added ability to mark a card as important.
  • Updated font styles to emphasize an asset field’s content and make it easier to differentiate from the field’s label.
  • Updated table: Added columns with a date/timestamp for "Created" and "Last Updated", and froze first column of all asset tables so asset name remains visible in tables with horizontal scrolling.
  • Manage Asset Layout button now opens the asset layout in a new tab, so you do not lose your place in the platform.
• Photos
  • Adjusted thumbnails to retain the photo’s original aspect ratio and upgraded thumbnail resolution.
  • Updated pin/unpin button style and size.
• For Admins
  • Added ability to filter the Global Asset Lookup table by both company name and asset layout type.
  • Added ability to archive and permanently delete assets in bulk via the Global Asset Lookup table.
• Dark Mode
  • We’re working to improve our dark mode color scheme - you should notice some improvements in this release, with more to come!

Bug Fixes

We have also fixed several bugs to ensure a smoother experience:

• Resolved an issue causing images not to appear when printing articles.
• Resolved an issue causing images not to appear when exporting companies to PDF.
• Fixed a bug causing photos to sort incorrectly.
• Various other minor bug fixes and enhancements.

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• Hudu Assist now supports custom Halo domain URLs.
• Hudu Assist now supports utilizing .rmmservice NinjaOne domains.
• Browser Extension updated to support additional multi-stage logins.
• Added a setting to disable the Credential Helper from the browser extension settings.

Bug Fixes

We've ironed out several bugs to ensure a more fluid experience:

• Resolved an issue where the browser extension would not autofill OTP on sites.
• Addressed a bug preventing redirection to the dashboard when using DUO.
• Various other minor enhancements and bug fixes.

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New Features

• Cisco Meraki Integration
  
  • Connect your Meraki integration to Hudu to bring in devices and organizations.
  • For more information on our new Meraki integration, visit our Help Center.

Improvements

• Added archived status to password API return.

Bug Fixes

We've fixed a pair of bugs that were introduced in release 2.30:

• Resolved an issue that allowed restricted users to add "My Vault" passwords from the browser extension.
• Addressed a bug causing an error for some users when visiting the integrations page.

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New Features

• Ubiquiti UniFi Integration
  • Now you can connect your UniFi instance to Hudu, bringing UniFi devices, client devices, network configurations, and more into your Hudu asset layouts.
  • Automatically create Networks from your UniFi devices.
  • For more information on our new Ubiquiti UniFi integration, visit our Help Center.
    
• Portal User's Security Access
  • You can selectively choose whether portal users are affected by the set IP access controls, giving you more control over security settings.

Improvements

• Auvik Integration Additions
  
  • Enable auto-archiving devices when they’re made inactive inside of Auvik.
  • Enable auto-renaming assets when their name changes inside Auvik.
  • Added network syncing to the Auvik integration.
  • Overhauled the Auvik integration to be on the new integration infrastructure, improving speed and reliability.
• NinjaOne Integration Additions
  • Enable auto-archiving devices when they’re made inactive inside of NinjaOne.
  • Enable auto-renaming assets when their name changes inside of NinjaOne.
  • Overhauled the NinjaOne integration to be on the new integration infrastructure, improving speed and reliability.

Bug Fixes

We've also addressed several bugs to ensure a smoother experience:

• Resolved a bug causing an error when attempting to print KB articles with images.
• Resolved an issue causing images to not appear when running PDF exports for companies.
• Fixed an issue preventing new Auvik devices from syncing in.
• Addressed an issue causing instances to show a false CheckLicensingJob error in activity logs.
• Addressed an issue when importing vault passwords with OTP secrets.
• Resolved an issue that allowed admins to access activity logs and SMTP settings (super-admin-only features).
• Resolved a bug causing the search to bounce upon reloading.
• Fixed a bug affecting asset layout fields saving if lists were present.
• Various other minor bug fixes and improvements.

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Improvements:

1. Switch URLs with Ease: We understand the frustration of encountering a 403 (forbidden) error while logged into Helper. That's why we've introduced a new feature that allows you to effortlessly switch the instance URL. Now, navigating through Helper is even more convenient, ensuring you can access the necessary resources without unnecessary barriers.
2. Clearer Updates for ConnectWise: We've corrected our ConnectWise ScreenConnect Helper versioning system. You can now easily discern major and minor patch details, providing greater clarity and transparency in understanding the changes and updates with ScreenConnect Helper.

Bug Fixes:

1. Speedier Performance: We've addressed an issue with the article endpoint causing some users to experience sluggish performance. With this bug squashed, you can expect smoother navigation and faster loading times, allowing you to access information quickly.
2. ScreenConnect Helper Unfrozen: ScreenConnect Helper used to freeze when attempting to access client passwords. With this issue resolved, you can confidently manage client passwords without interruptions or delays.

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New Features

Hudu Assist allows you to:

• Access Instantly: Launch directly into the relevant Hudu screen from any asset in your PSA or RMM.
• Retrieve Passwords Effortlessly: View and utilize child or related asset passwords without ever leaving your PSA or RMM environment, enhancing convenience.
• Explore Related Assets: Discover connected assets directly from an asset page within your PSA or RMM, keeping everything you need in one place.
• Preview and Download On-the-Go: Easily preview or download attached photos and files without navigating away from your current asset page in the PSA or RMM.
• Access Knowledge Quickly: View related KB (Knowledge Base) articles inside Hudu Assist for instant access to essential reference documentation, right where you need it.
• Navigate with Quick-Links: Utilize quick links to open related items inside of Hudu, ensuring you’re always just a click away from the information you need.
• Evaluate Related Documentation at a Glance: View the number of related Hudu items with a documentation count preview when viewing an asset, enabling swift evaluation of available resources directly within your PSA or RMM environment.

Bug Fixes (2.2.1)

• Resolved an issue where a password's company was not displaying in the extension.
• Resolved an issue where the browser extension would load a blank screen for some users.
• Various other bug fixes and enhancements are also included in this release.

Future releases will include more Hudu Assist integrations, ensuring you continue to have the information you need on the go, everywhere you go. Stay tuned and as always, we're here to assist (pun intended) you every step of the way!

For more information on Hudu Assist, visit our Help Center.

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Improvements

• Clear clipboard after 90 seconds: After copying a password or OTP, the users clipboard will be cleared after 90 seconds have elapsed for security purposes.
• Added version check: If attempting to connect a Hudu instance that is not up-to-date with the latest mobile-compatible version, the app will now display an update warning.
• Added patch versioning to Hudu Mobile settings.
• Various UI/UX updates to match Hudu main app.

Bug Fixes

• Resolved an issue with iOS auto-fill where FaceID would not retry after a failed attempt.
• Tackled a bug that was preventing password URLs from opening.
• Fixed a bug resulting in OTP codes not copying when running the app on Mac.
• Various other minor small bug fixes.

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New Features

• Processes now available! Create new processes from templates, view all client processes, and complete tasks directly within the mobile app.
• Quick-Add floating action button added for creating new records.
  • Allows creation of company passwords, vault passwords, processes, and KB articles (company and global) from any screen.
• Now available to download on Apple silicone Macs (requires macOS Big Sur or later).
• Customize and set idle user timeout duration in the main app Admin section.
• Enable/disable biometric authentication added to main app Admin section.
  • Added the ability to customize and set the time biometric authentication is valid for a user.
• Disable mobile access from within the main app Admin section.
• Open native maps: Action button added to the Company Overview page to open addresses in Apple or Google Maps.
• Call phone number: Action button added to Company Overview to directly call client phone numbers.
• KB article flags are now displayed when viewing KB articles.
• KB article draft status is now displayed when viewing the article lists.

Improvements

• New dashboard design allows for quickly accessing favorited companies, passwords, and articles, while the Recents tab allows you to easily navigate back to previously viewed items.
• All Companies view improvements:
  • View a list of all company/client environments from the Companies tab or use the Favorites tab to narrow down.
  • Choose any two records [Password, Processes, KB Articles] to be displayed on each company from the Settings tab to quickly view and access the respective tool sections.
• UI/UX for folders updated across various tools (Passwords, Client KB, Global KB) to improve navigation.
• Updated search functionality across application: Search globally (all items) or filter by Company, Password, or KB article to quickly find information.
• Enhanced mobile login process.
• Made improvements to auto-filling Hudu passwords.
• Improved the list scrubber to assist in navigating long company lists.
• Improved biometric authentication when viewing passwords and TOTP codes.
• Mobile theme colors updated to match main app.
• Mobile icons updated to match main app.
• Various other UI/UX improvements across the app.

Bug Fixes

• Resolved issues where Hudu mobile was not recognized by device password managers.
• Resolved an issue where the mobile app sign-in would expire prematurely.
• Addressed a bug with FaceID sign-on expiring.
• Fixed an issue where the mobile app would require a 2FA code each time you signed in (regardless of user timeout set).
• Fixed an issue where company maps were not displaying correctly on the Overview page.
• Resolved an error code issue when inputting instance URL.
• Various other minor bug fixes and enhancements.

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New Features:

• ConnectWise PSA Integration Additions:
  • Pull in client sites/locations into Hudu Asset Layouts.
  • Enable auto-archiving devices when they’re made inactive inside of ConnectWise PSA.
  • Enable auto-renaming Assets when their name changes inside of ConnectWise PSA.
  • Selectively skip company types when configuring ConnectWise PSA integration.
  • Disable updating basic company details when integrating with ConnectWise PSA.
• Mobile App Security Management:
  • Customize and set idle user timeout duration in Hudu's main app Admin section.
  • Enable/disable biometric authentication added to main app Admin section.
    • Added the ability to customize and set the time biometric authentication is valid for a user.
  • Customize password authentication time from within the main app Admin section.
  • Disable mobile access from within the main app Admin section.
• Hudu HQ: Now allows the management of multiple keys.

Improvements

• Integration Infrastructure: Overhauled the ConnectWise PSA Integration to be on the new integration infrastructure, improving speed and reliability.
• Mobile App: Various other updates to support mobile app update.

Bug Fixes

• Various minor bug fixes and improvements.

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New Features

• Network Management: The newest tool in the documentation toolbox — Network Management includes IPAM and Rack Management for tracking and managing client IPs and network racks.
  • Rack Management: Efficiently manage and visualize server racks. Track and optimize rack and power utilization, link directly to assets, add photos, and specify rack dimensions and wattage for complete control.
  • IPAM (IP Address Management): Take control of your network. Track, manage, and know how many and which client IPs are taken and available; complete with sub-network management, utilization percentages, and custom statuses and roles.
• KB Article Version Comparison: Compare differences between KB article edits quickly by seeing what’s been added and deleted from the previous version.
• New "List" Feature: Forget one-size-fits-all solutions. Our customizable lists adapt to your needs in asset and IP management, making your job easier.
  • Asset Layout Field: Drop the dropdowns. Our list fields let you select multiple items without fuss, simplifying asset management.
  • IPAM Enhancement: Create custom lists to make assigning network roles and statuses quick and simple.
• Enhanced Webhook Capabilities: Set up real-time alerts for all important events like record creation, changes, and deletion.
• Variable Asset Layout Fields: View your asset details in columns with variable field widths (now the default), minimizing the need to scroll.
• Accordion Format in Editors: Keep everything tidy with the new accordion option, added to all WYSIWYG editors across Hudu.
• Password Note Sharing: Notes added to passwords can now be shared with the quick-share options.

Improvements

• New API Endpoint for S3 Exports: Improved data exports with a dedicated S3 API endpoint.
• UI/UX Enhancements: A more accessible and visually appealing experience with updated themes, navigations, and redesigned buttons.
  • Updated Hudu theme and link colors to further comply with ADA compliance.
  • Updated top navigation bar to match product UI.
  • Empty state messages added to right-hand utility bar dropdowns and quick-notes.
  • Refreshed Button Design: Experience a sleeker UI with our redesigned buttons across the Hudu application.
  • Moved the ‘Most Visited’ company overview widget up on the page (changed the order of widgets) so that it would be visible without scrolling.
• Sidebar Usability Improvements: Keep the right-hand utility bar clean by toggling the sections to view only the necessary information and keep track with sidebar item counts.
• Record Activity Updates:
  • Updated Activity feed UI/UX when viewing an individual record to easily show the last Updates and Views to record.
  • Updated Revision History interface to maintain consistency across different record types.
• Upgraded Asset Link Field: Choose from the list of relevant assets when linking or search by name with the existing search option.
• OpenAI Integration Upgrade: Updated the OpenAI integration to work with the newest model.
• SAML/SSO Redirects: When signing in through SAML/SSO, it will now navigate you back to your previous page.
• NinjaOne Integration Upgrade: Added US2 endpoint for NinjaOne integration.

Bug Fixes

• Process and Password Lookup Fix: Resolved an issue to ensure processes and passwords are correctly displayed in the Mobile App.
• KB Article Order Sync: Addressed a consistency bug in the ordering of global KB articles across platforms for a unified experience.
• S3 Export Bug Fix: Addressed a bug to ensure correct S3 bucket values during API exports.
• Photo Gallery Correction: Fixed a bug to ensure photos are correctly associated with their respective companies.
• Time Stamp Fix: Fixed an issue involving process completion time stamps showing UTC regardless of time zone override
• PDF Export Fix: Resolved an issue where Hebrew characters were not showing in PDF exports
• Various other minor bug fixes and enhancements.

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To all of you who Hudu,

We just wanted to take a moment to kick back, relax, and reflect on all the amazing things we accomplished together in 2023. Your support means the world to us, and it’s been awesome having you with us every step of the way. So, grab a cup of coffee (or your favorite beverage), and let’s dive into some of the cool stuff that happened last year.

We released a lot of great features

1. ConnectWise ScreenConnect Extension: Revolutionizing support, this extension allows seamless access to KB articles and credentials directly within your ConnectWise ScreenConnect instance.
2. Photo Gallery: Centralize your photo storage with our latest documentation tool. Attach photos to assets or directly add them to the gallery for a unified view of all client images.
3. Hudu HQ - A New Billing Portal: We introduced Hudu HQ to make it easy for you to view account details, update licensed users, and manage billing information.
4. Enhanced Security with IP Access Control: Elevating your security measures, this feature is now a default in all environments, allowing you to further control access to data.
5. Process Overhaul: Streamlining task management, our new system allows for efficient assignment, prioritization, and scheduling, enhancing visibility for technicians.
6. New Related Items Interface: Redesigned for efficiency when adding and removing relationships.
7. Enhanced Markdown in WYSIWYG Editors: Offering more flexibility in content creation.
8. Revamped Browser Extension: Rebuilt based on your feedback, including a Firefox version, to enhance user experience.
9. UI Enhancements: From a new sidebar design to a revamped company page and admin interface, we focused on intuitive navigation and access to data.
10. Improved Leaderboard & Gamification: Upgraded performance tracking to improve gamification and make documentation more engaging and fun.
11. Customizable Exports via API: Empowering you to create tailored exports in various formats.
12. API Enhancements: Featuring a Swagger REST API interface for easier use and more efficient data management.

We expanded integrations

1. OpenAI: Harness the power of AI to draft articles efficiently.
2. FontAwesome 6 & Google Fonts: Customize your Hudu application with an extensive collection of icons and fonts.
3. Rebuilt Syncro and Repairshopr Integrations: Experience improved consistency and auto-updating features.
4. SuperOps.ai & Pulseway PSA Integrations: Seamlessly integrate PSA information into your Hudu environment.

And did some other cool stuff

1. Hudu’s new logo and website: We relaunched our site with more resources and information, and debuted our new logo.
2. IT Nation Appearance: We made our conference debut at IT Nation. It was great meeting so many customers and talking to those thinking about joining our rapidly growing documentation family.
3. Investment from Arthur Ventures: A testament to our growth potential and commitment to innovation.
4. Build a Feature with Hudu: In December we did something different, inviting our community to provide input on upcoming features. You really spoke out, and we really appreciate it. Look to early 2024 for those features to become reality!

Of course, we’ve documented every release carefully; you can find all our release notes in our other blog posts.

We're not just about making great products; we're about building strong relationships with you, our incredible customers. Our journey is shaped by your feedback, and we're dedicated to continual improvement and innovation. Whether you participate in our community, follow us on socials, or drop a note to Support, we want to hear from you.

Thanks for an amazing 2023. We're already at work to deliver for you in 2024 and we’ve got some exciting plans up our sleeves.

Here's to another year of shared success!

The Hudu Team

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New Features:

Introducing the Photo Gallery: Easily view, manage, and upload client photos all from a centralized gallery on the client Overview page.

• Photo Sources: Photos can be uploaded directly to the gallery from the client Overview page. Additionally, photos attached to individual assets will automatically populate in this gallery.
• Pinning Feature: Prioritize your important photos by pinning them. Pinned photos stay at the top of your gallery, whether they’re uploaded directly or attached to assets.
• Top Photos Display: The gallery will always prominently display your top five photos (prioritizing pinned ones). To browse beyond these, use the ‘View All’ option.
• Flexible Viewing Options: Customize your browsing experience with Grid or List view. Plus, find photos quickly by searching their names or sorting them based on age or alphabetical order.
• See the support article to learn more

IP Access Control for Enhanced Security: Directly from your Hudu admin page, you can now define which IP addresses are allowed access to your Hudu environment. See the support article to learn more.

Dedicated S3 Export API Endpoint: We’ve introduced a new API endpoint specifically designed for initiating automatic S3 exports. Now it’s even more straightforward to export your data out of Hudu using the API.

Enhanced Quick-Sharing for Passwords: You can now seamlessly include password notes, offering a more comprehensive sharing experience.

Improvements:

Enhanced User Experience:

• Asset Quick-Jump: For layouts with a single asset, users can now instantly jump into that asset, reinstating a previously available feature.
• Profile Dropdown Redesign: We’ve refreshed the UI of the profile dropdown, making it more intuitive and providing quicker navigation to essential resources.

Admin Interface Improvements:

• Refreshed Admin Tab Design: Experience a cleaner, more intuitive, admin tab layout.
• Sidebar Addition: A new sidebar has been incorporated for swift and seamless navigation through administrative features.
• Reorganized Security Settings: For clarity and ease of access, security settings have been extracted from the General Settings and are now presented in a dedicated section.

Bug Fixes & Enhancements:

Enhanced User Management & Access:

• Resolved an issue where portal users couldn’t be added once the license count was exceeded.
• Rectified access problem for portal users trying to access the OAuth device page.

Improved Document & Media Handling:

• Fixed a printing error for KB articles containing images.
• Resolved an error causing a blank black page when inputting certain phrases into the rich-text field of assets.

UI & Display Corrections:

• Adjusted the left navigation bar to ensure it’s no longer cut off on portrait monitors or smaller screen sizes.
• Fixed a display issue where long-named entities disrupted the UI of the related items interface.
• Resolved a problem where the password tag filter wouldn’t show results beyond the first page.

Integration & Synchronization Fixes:

• Fixed a Datto RMM integration bug that replaced the card with an incorrect asset card during resync.
• Corrected an issue with Datto RMM auto-archiving active assets.
• Addressed a problem with Autotask integration removing basic company details upon resync.
• Resolved a pagination issue in Kaseya BMS integration causing it to not pull all companies.

Miscellaneous Fixes:

• Corrected a bug causing Hudu to enter Limited mode, despite correct billing.
• Ensured URLs added to password fields default to “https” to prevent bad links.

• Get secure access to password credentials including “My Vault”
• Autofill login forms
• Simplify password creation with the password suggestion tool
• Customize your view with dark mode

Get the extension at Firefox Add-Ons.

• We’ve now released our new self-service billing portal, Hudu HQ (available at https://hq.hudu.com) will allow you to view invoices and manage your billing. Existing customers can easily transition to the new billing experience by first creating an account there, and then emailing the Hudu support team to link the account.
• KB Print Option now prints to a much more readable PDF instead of HTML format.
• API Attachment Endpoint – you can now add attachments to assets, passwords, and more via the API. Let’s get scripting!
• Add Pulseway PSA endpoint as option for Kaseya BMS integration as an option
• Fixed websites not refreshing if added via API.
• UI/UX updates – options like Print, View Activity Logs, and more are now brought to the forefront for admins so it’s much easier to navigate critical functions of Hudu.
• Multiple fixes/endpoints for API Swagger docs
• Fixes for multiple bugs within Hudu.
• UI/UX improvements throughout Hudu.

It’s all about speed when it comes to IT service delivery. You’re looking to fix issues faster, reduce ticket resolution times, and get new clients on board in record time. But when you’re on the fast track to customer delight, your way of work that’s optimized for speed can become unsustainable much sooner than you think.

Why? That’s because strong processes that are built for the long haul are backed by a foundation of consistent documentation.

The benefits of pairing documentation with your operations are immense and numerous, so let’s look at the 3 biggest ones.

Building internal efficiency

When employees have the context they need, getting work done is an easier process. But having that context readily available isn’t that easy—according to a survey, 3 in 5 employees have difficulty finding information that’s vital to their work. This holds true, especially in IT where issues are complex, technicians multitask all the time, and there are frequent personnel changes.

When you bring documentation into the mix, you bring context closer to the problem, where technicians can make fast, meaningful decisions, sans the confusion. Documented solutions prevent technicians from reinventing the wheel every single time. This adds up over time, resulting in higher productivity, better ROI, and delighted clients.

There’s value in documenting as a business too—it’s a cornerstone that silently keeps operational cogs moving, breaks silos and bridges knowledge gaps for employees, and builds alignment across the organization. With a single source of truth, you ensure that everyone’s on the same page for years to come.

Setting high standards for cybersecurity

For MSPs and IT admins, keeping the networks they manage secure is of paramount importance, especially in today’s world when cyberattacks are on the rise. According to Cybersecurity Ventures, the cost of cybercrime is predicted to hit an eye-watering $8 trillion in 2023 and will grow further to $10.5 trillion by 2025.

With such high stakes, documentation can be your best friend in keeping users informed and mitigating risks. Users will be well-equipped with knowledge sharing that thoroughly educates users on best practices to stay vigilant against cyber attacks and countermeasures to prepare them for a potential breach of security.

On the other side, your PSA-RMM platform gives you full knowledge of the endpoints you manage, their locations, and the networks they’re connected to can help you quickly narrow down where you need to focus on. Then you can start closing the breach by auto-deploying security patches, antivirus installations, and proactive policies.

Ensuring compliance

There are rigorous levels of compliance and regulations that you need to adhere to when you’re in IT, even more so if you cater to businesses that operate in the healthcare and finance verticals. A lack of consistent documentation can make compliance audits a nightmare to deal with, scrambling to dig and find information at the last minute. When you’re documenting as you fix issues, finding crucial information is simplified, and complying with rigorous certification programs becomes a whole lot easier.

In conclusion, there’s a lot of value to be gained from having your IT documentation and your operations platform such as a PSA-RMM work together in harmony. This combination plays a vital role in helping businesses scale with grace and speed.

Highlighted Features:

• New! Credential Helper
  • Now showing: Known passwords directly below the input field, fetched from personal or company vaults.
  • Refine your hunt: Filter or search passwords by specific companies.
  • Keep it clean: Collapse or hide vault or company password suggestions.
  • Instant password creation: Generate secure new passwords directly from the Credential Helper.
• Revamped Navigation
  • We’re swapping the sidebar for a sleek dropdown menu – access made easy.
  • Create on the go: A handy “New” password button on the main screen allows password creation from any view.
• Introducing Suggested View
  • Intelligent recommendations: Passwords from your vault or companies are suggested based on your current page.

What’s changed

• New Sidebar for Companies. We’ve redesigned the sidebar to be more intelligent when sorting, and to have an easier interface for responsive layouts.
• New Relater. The new relater will make it much easier to add and remove relations in bulk. The more time we save our users, the better!
• Improvements to Syncro and Repairshopr Integrations. As part of our new integrations overhaul, we are going through each integration and rehauling it. Our first part of this is happening today, with the launch of auto-archiving, auto-renaming, and infrastructure changes that will allow us to add more capabilities and more integrations in a very short amount of time.
• Swagger API – Hudu has now switched to using a Swagger REST API Interface, which should make writing API scripts a breeze!
• SuperOps.ai Integration – You can now connect SuperOps.ai and Hudu.
• Add Filter for Updated At to the REST API
• Fix Bug with article code expanding in CSS
• Utilizing Tabs are now fixed inside of the Text Editor
• Updated our Text Editor, squashing over 25+ bugs
• Fix Website Expiration Bugs
• Be able to Unlock User Accounts in the Hudu Admin section.

Highlighted Features

• Improved Navigation Menu: We’ve redesigned the navigation menu to enhance user-friendliness and streamline your workflow. Now you can locate and access your needed features quicker and easier.
• Dark Mode: A highly requested feature, dark mode is now available! Whether you prefer this aesthetically or it helps reduce strain on your eyes during those late-night work sessions, we’ve got you covered.

QOL Updates

• Dedicated Settings Page: Adjusting and managing your settings is now more straightforward than ever. Customizing your user experience has never been so easy.
  • Change Hudu Instance: Need to switch Hudu instances? No problem! We’ve added the ability to change your Hudu instance directly within the extension.
  • Quick Sign Out Feature: You can now securely sign out of the Control extension, providing an additional layer of security for your data.
  • Enable Dark Mode: Customize your user interface with the click of a button – you now have the ability to enable dark mode directly from the settings.
• Search Improvements: Finding what you need is now faster and more efficient, thanks to our refined and enhanced search functionality.

General Fixes

We’ve resolved some pesky issues causing the extension to repeatedly request data from Hudu’s endpoints. This fix applies to both authentication and data endpoints, significantly improving performance and reliability.

What’s changed

• New version of Text Editor that fixes 10+ bugs, and adds a Font Size Changer
• Customize exports with the REST API. Build your own version of automatic exports, PDF exports, or CSV exports.
• Speed and Performance Enhancements throughout Hudu
• Fixes for Modal Boxes within Hudu (modals now expand to fit the entire screen instead of being inconsistent in design)
• New Export Page for Super Admins that makes it easier than ever to export out your documentation in multiple different formats
• Fix for OTP Scanner – now works much more reliably when scanning and extracting QR codes
• Updated to the latest version of FontAwesome (6) – so users can now use thousands more custom icons to the Hudu application. Users can now use light, duotone, sharp, etc.
• Security Improvements – enhanced logging, improved rate-limiting.
• Customize automatic exports via API
• Fixes for ConnectWise Link Jump not working
• Make breakpoints for CSS smaller, so Hudu renders much better on smaller screens
• Fixes for issue with custom css sanitization – you can now add Google Fonts and more to the Custom CSS
• Bug fix for Copyable Text Field in Printable Versions
• Better scaling and customization for the QR Exports
• Fix API scoping problem – scopes were more restrictive than necessary
• Fixes for cosmetic CSS issues
• Fixes for Exporting Issues (PDF and CSV)
• Fix Paragraph size in KB articles
• Fix Blank Redirect Issue
• Fixes for Processes
• Add more details to Domotz integration when licensing isn’t sufficient enough to utilize APIs.

Highlights of this version

• ConnectWise Control Hudu Extension – Access passwords and knowledge base articles from Hudu directly inside ConnectWise Control. Available in the ConnectWise Control extension store.
• New Processes – Hudu processes have been fully rehauled. Delegate tasks to be displayed on user dashboards. Task management now includes the ability to assign priorities and set due dates. Added a new organizational ability to transfer processes from a company page to a Global Process Template.
• OpenAI Integration – Write articles with the power of ChatGPT. Be able to start writing articles faster than ever, with the power of Artificial Intelligence.
• Text Editor Improvements – Hudu now supports a variety of Markdown commands to make writing high-quality documentation easier than ever. Hudu’s editor now has a toolbar that follows you as you write which makes it much faster to create beautiful articles.
• Company Redesign – The Company page has been redesigned to make navigating portals easier. Sharing has been moved to a tab on the company page. Basic information is now clearly displayed, making it easy to copy and view phone numbers, addresses, and more. The museum has been moved out of the sidebar and into a tab to make the sidebar less cluttered.
• Sidebar Redesign – The Hudu sidebar for companies has been redesigned for better navigation. Folders are now clearly indicated with a new design. A resizable sidebar has been added to all pages inside a client. There is now a light version of the sidebar when using Light Mode.
• Child Client Improvements – Child clients/locations have now been made much easier to navigate. Breadcrumbs are added to make going from Parent to Child clients more intuitive!

Other changes

• Fixed a bug in the asset layout editor that prevented heading fields from showing properly in dark mode.
• Leaderboard now shows all active users (previously only showed the top 8 users).
• Asset QR codes width/height can now be configured to your size preferences.
• Links added to a password’s “notes” section will now auto-link.
• Fixed a bug that caused the page to error when deleting assets with expirations.

Our ConnectWise Control Helper seamlessly integrates Hudu into the Control software, providing access to passwords and KB articles without leaving your remote control session!

Within the ConnectWise Helper, you can:

• Bring in your documented passwords
  • Quick access username, password, and OTP sent directly to the focused text on remote devices.
  • Filter & search your passwords in the access control menu.
• View and access your vaulted passwords
  • Utilizes the same quick access features as passwords.
  • Search for vaulted passwords.
• Access your Hudu knowledge base
  • View any articles (including PDF).
  • Can be searched or filtered through the company drop-down selector.

Commonly Asked Questions

Q: What information does the ConnectWise Control extension bring in from Hudu?
A: The extension will pull in your Passwords, Personal Vault, and Knowledge Base Articles to the helper.

Q: Where to get started?
A: Check out our documentation and setup instructions here – Enabling the CW Control Helper

Q: What version of Hudu do I need to be on?
A: For compatibility, be sure you’re on at least version 2.22

• Bulk Insert Users Into Hudu Through CSV Importing
• Upgrade the Tech Stack behind Hudu to Latest and Greatest for speed and ease of future development
• New quick adder for adding info in Hudu
• Fixes for instability issues
• QOL updates

QOL Updates

• URLs with ports now work in browser extension
• New buttons in header will make it easier to navigate through Recents, Favorites, etc.
• Open in new tab added to editor

General Fixes

• Bug with process permissions workflow fixed
• Password relation bug is now fixed
• Image clone feature now works more reliably
• Change links to new help center throughout Hudu
• Hints not appearing for checkboxes in forms fix

API Fixes/Updates

• Add ability to search endpoints via API
• PublicPhotos API endpoint (allowing you to now insert images via API)

Introducing our ConnectWise Control Helper Extension, launching April 3rd, 2023.

Bring passwords and knowledge base articles right to any ConnectWise Control session!

Stay tuned for more information!

• Hudu uses a new font that is more readable
• The header size is now larger for more usability
• Arrow icons now indicate folders better for asset layouts
• Fixes for multiple bugs

• Massive speed improvements to main service
• QOL updates

QOL Updates

• Made Dashboard Box Headers more obvious
• Error messages site-wide are more obvious, and errors shouldn’t remove custom branding temporarily
• NinjaRMM – support new Canadian data center

General Fixes

• Upgraded core programming languages to later versions
• Added additional information to export error logs

API Fixes/Updates

• Add ability to filter by slugs in API

• Fix CSV Exporting Bug out of Hudu

• nAble nSight RMM integration
• UX/UI Improvements
• Important Bug Fixes

QOL Updates

• Ability to delete Agreements Individually (as opposed to all at once)
• Article Table of Contents feature now scrolls with you, to make it easier to hop around long articles

General Fixes

• Fixes bug where only admins could create folders
• Fixes bug that prevents certain CSV exports from working
• Fixes bug where images could not center align
• Fixes bug where DUO sync is different than other authenticators for our 2FA sign-in
• Fixes bug with some articles not rendering correctly
• Fixes bug with some domains not adding to WHOIS and DNS populations
• Fixes bug where some animated gifs not working correctly when rendered in articles
• Fixes bug where archived objects that had expirations – expirations were still showing up in the dashboard’s “Expiring Soon”
• Fix bulk manage password bug

API Fixes/Updates

• Integration Matchers are now available in the API
• Add filter for enable sharing to articles endpoint

• Filtering on assets and passwords
• Added Kaseya BMS Integration to sync contacts and accounts
• Bulk Manage Delete Personal Passwords
• New Vault Passwords page
• Be able to change SMTP settings from within the Hudu Admin

QOL Updates

• Activity Feed exports now include date & time
• Ability to switch between old and new OTP
• Default select password folder when adding new password
• New integration page
• Make the company breadcrumbs sticky
• Be able to clear configuration types from integrations
• View app type (mobile app, browser extension, or main app) when viewing activity logs

Integrations Updates/Fixes

• Add assigned user and Last Signed in User to Syncro Sync

General Fixes

• Fixed Photo caption not saving bug
• Fixed Bulk Move for companies
• Fixed exporting when using all UTF8 characters
• Fixed Password folder bugs
• Fixed non-Admin getting an error when removing Favorites

API Fixes/Updates

• Added Ability to filter articles by draft status
• Password folder – list company ID

• Password folders can now be specific to a single client
• Ability to change DB Port for self-hosted
• Automatic Client Logos – now, when you have a website URL in a Company, we will automatically look up a logo for you! Makes it much easier to have your clients branding inside of Hudu!
• Support SHA 256 for SAML
• CSV Import now adds the capability to specify password folders

Changes

• Archived Websites will not trigger alerts for downed websites

QOL Updates

• Add company logo back into the company page, with a copy button.
• Add ability to see articles in larger view when wanting more screen real estate

Integration Updates/Fixes

• Add additional fields to Autotask sync
• Add additional fields to Halo PSA Sites

General Fixes

• Fix URL encoding on 2FA QR Codes
• Fix problems with Bulk Manage on Companies List
• Fix for API issues
• Fix bug when editing folder

• Fixed Ninja Integration
• Fixed Halo Integration

In this new version of Hudu, we have lots of cool and exciting updates.

New Features

• Global Password Folders – You can now create global password folders that allow you to customize which groups and users can see the information. They are set globally, so it’s the easiest method of securing passwords in bulk
• New KB Design – The KB has a new refined design that makes it easier than ever to learn information. When in a company KB, the company sidebar is now on the side (and isn’t hidden like before) for easier navigation!
• Add PDF Files Directly to the KB – Sometimes, your KB articles are not in Hudu format. Now, you can directly add PDFs to the KB and they will be treated like a Hudu KB – with the ability to share them out as well!
• Article Templates – Many times, you will want to standardize your KB with templates. You can make any article a KB template, and then easily re-use them!
• Default Group – You can now create a default security group that will be used for adding new users

Changes

• New design for the Company Overview page
• Additional security policies added to sign-in
• Add Process Kickoff to API
• HR Line in the text editor option
• Once you enter an OTP secret, the secret will now no longer be shown. They can still be downloaded by an admin+ in Hudu Admin > Exports
• Company Type is now added when exporting Company CSV’s

QOL Updates

• Adding users in Hudu Admin is now more intuitive
• New Company Sidebar Design – much more intuitive and resizable
• Child Company List is now sorted alphabetically
• You can now set a default time zone for new users account-wide
• On the companies page, it now displays logos of recent companies
• Be able to sort the My Favorites list
• Bulk Manage Clients (ability to archive them)
• Add indicator to related items when an item is archived
• Add ability to filter by ID to /assets in API
• Expirations can now be seen by all users
• Editors now have access to documentation tools

Integration Updates/Fixes

• New Ninja Integration – We now use the Ninja API V2, which will allow for more abilities to pull in information.
• New Halo PSA integration – The sync is more reliable, and we’ve added the ability to sync assets from HaloPSA
• Add Serial Number, Model, Manufacturer to Pulseway RMM integration
• Fix Quickpass integration – button didn’t add the correct permissions to the API key

General Fixes

• Fix Docker Container Reporting
• Restore the default browser spell check in the editor
• Fix Expiration Alerts not sending
• Activity Log paging issue fixed
• Fix OTP not working exactly like Google Authenticator/Microsoft Authenticator in some cases

Please take the following precautions:

• Please update to Hudu 2.1.5.12

All hosted instances should be updated to the latest version by tonight.

Hudu is currently in the process of a external, third-party pentest with results that will be shared publicly. We are also changing our external pentesting framework to happen 2-3 times a year, with results available publicly.

We also have a new Vulnerability Disclosure Program for independent security researchers who would like to help the Hudu community at large: https://support.usehudu.com/hc/en-us/articles/5680076300567-Hudu-Vulnerability-Disclosure-Program

• Fixes for bugs allowing signed-in users to bypass audit trails
• Fixes for bugs allowing portal members to bypass password restrictions
• Add Group Name to the Users table so you can easily see
• Add Type as a field to import via the Companies Import Template
• Quick shortcuts on the companies index page, allowing users to quickly hop to the Passwords List, Knowledge Base, or the Overview
• Add ability to export OTPs in Admin Exports
• Add a fix for HaloPSA rate-limiting issue
• Make user name on activity logs on the dashboard more apparent

Happy March!

In this new version of Hudu, our biggest new features are a revamped permissions system with impersonation capabilities, single expirations, and a cool new update for the password generator.

Want to allow a client to manage their own documentation? Impersonate a lower level user to make sure they only have access to what you want them to see? Use a more memorable password generator? Change what categories of documentation a particular user can see? Then, this update is for you 🙂

Full Release Notes

• New Permissions System
  • Introduces ability to switch permission style to Allow List. Allow List allows you to add clients or users in to the Hudu account that can only see/access the companies that you allow them to access (instead of the inverse, the Deny List, where they see all companies by default, with optional restrictions)
  • Remove abilities from users in groups (ability to share, ability to access passwords, and more!)
  • New Bulk-Add Users to Groups
  • New Layout for Permissions
  • Change what asset layouts or categories a user can see/access
  • Impersonation Feature for Admins, so they can easily see what a user has access to, and what Hudu looks like for them.
• Single Expirations
  • Send out alerts that apply to a single expiration, instead of a list (that’s still an option though!)
• Additional Expiration Changes
  • Ability to specify a One-Time Expiration, or trigger Everyday (the previous default)
  • Ability to include archived objects in alerts
• New Password Generator Option
  • Ability to do a word option for password generation – which combines random words with an option of delineation characters and number of words
• New Invite Users page
  • Easily see what role and abilities a user will have
  • Bulk add users to a Hudu account
• Expirations API
• Be able to switch processes to one-column (or keep two-column layout)
• Add Bash, TOML, Plain, JSON as options for code formatting in rich text editor
• Add new autosave behavior and add additional alerts to make sure you are not losing data
• Fix issue with {{ }} characters in articles causing rendering issues
• OTP Reveal – Closes after first round to prevent additional logging
• OTP Copy without revealing – but still generates logs like you viewed it
• Share Links – Disable user’s dark mode
• Bulk Manage Articles
• Ability to customize new user emails that are sent out of Hudu for new users
• Add Help Article for OneLogin SSO/SAML
• Add Notification of where to find exports in the notification email that is sent out
• Change activity feeds to make action name most prominent instead of user
• Who can view page? Allows you to easily see which users have access to information in Hudu
• Add Healthcheck to Docker container – self-hosted
• Update Docker-side infrastructure – self-hosted
• For asset layouts, you can now add your own icons by specifying the code from FontAwesome
• User search on the Hudu Admin > Users page
• Breadcrumb fix for Companies page
• Additional fixes/design changes

• Having trouble finding passwords for a client? Fret no more, as we have added Password Tagging and Colors to easily distinguish and organize passwords.
• Before we move on from password improvements, did we mention passwords are now easier than ever to utilize? Our new layout makes it easy to grab usernames, passwords, OTP codes, and see security info, without having to click around pages!
• Sometimes you need to move KB folders to reorganize your article and guides. In the latest release, this is one “Edit Folder” button click away.
• Two new integrations: HaloPSA and Mapbox. With HaloPSA, you can sync companies, contracts, sites, and users. With Mapbox, a new interactive map will be displayed on each client automatically. Did we mention you can use custom map styles in Mapbox to brand your maps in cool and unique ways? Check out the Mapbox Gallery for inspiration: https://www.mapbox.com/gallery/
• Previously, we’ve allowed you to customize your Hudu in almost every way, but one: customizing the Dashboard. Hudu 2.1.5.7 includes the option to customize your Main Dashboard to fit the way you personally want to see it!
• Our search bar isn’t a button anymore, and just lets you search when you want to search. Need we say more? 😂
• Improvements to the ConnectWise Manage integration: now agreements will sync in to the new Company Summary section, and additional info is synced into each contact, and client.
• Hudu Self-Hosted now loads up to 20x faster when updating the server!
• Improvements to the DattoRMM integration – auto-archiving of deleted devices and auto-renaming options when things change!
• Improvements to the Phone Jump Ability in Hudu. Now, when a phone call comes in, you can see the contact who called, and basic company info on the same page!
• Sortable tables are coming to Hudu…finally! Our first version of sortable tables comes to the Clients/Companies list, where you can easily find and filter Clients. Sortable tables will be coming soon to all tables across Hudu.
• A new block called the Company Summary allows for easy reading of a companies overview information as you head into a Client.

Full release notes:

• Processes has got an overhaul in design and functionality. Processes with lots of tasks now load much faster and efficiently.
• Password Tags. You can now categorize passwords via tags in clients.
• Password Colors. You can now easily distinguish between passwords with colors.
• Customizable Dashboard. You can now modify which widgets are displayed on the dashboard and in which order.
• HaloPSA integration. You can now sync info from HaloPSA.
• Mapbox.com integration. You can now display automatic maps for each client, theme-able in many different styles.
• New Company Summary section allows for easy visibility for a client.
• Sorting/Filtering table for the list of companies. The same sorting/filtering will be coming to all tables soon.
• New Header that is simpler and removes the search bar as a button, instead making it a normal search bar for easier navigation.
• Searching by a company number will now find the company.
• The Hudu Self-Hosted setup now loads up to 10x faster on first setup, and when updating the instance, and reduces a lot of the visual output that was there before while setting it up.
• Be able to move KB folders
• Password/OTP improvements
  • You can now add files/attachments to passwords
  • New Password List design – easier access to copying information and easier to highlight PWNED vulnerabilities, and when a password is being shared
  • Ability to copy OTP in Lists
  • Ability to copy OTP from embedded passwords
• ConnectWise Manage sync improvements
  • Agreements now sync in to the Company Summary
  • Contact Type syncs from CW Manage.
  • Add company type to CW manage sync
• Name Standardization for Assets. You can designate a list of options for new assets to keep your naming structure the same across assets of a type. Find it in Hudu Admin -> Assets -> Edit Asset Layout.
• Learn Hudu -> A nice way to learn how to use Hudu directly in the header of your Hudu instance.
• Ability to test outbound connections to the billing server.
• API Enhancements
  • Companies – Filter by id
  • Companies -> Ability to see/set parent company
  • Filter folders by internal id
  • Add folder id to get articles endpoint
• Company Jump Ability
  • Company Jump now works on company phone numbers too
  • Company Jump when done on a contact now will take you to the company dashboard, but with a special section to also display the contact’s information
• Fixed phone number formatting for international numbers
• Fixed bug in activity log that reported wrong user name when viewing OTP codes
• Improved searching in KB
• Fixed share button in Safari
• Folders get highlighted in the sidebar better (more visible)
• Fix DateTime bug with the date field in Assets
• Authors can now see revision history of passwords
• Fix bug with editor images when added to PDFs
• Fix bug with Domotz syncing
• Add ability to change user profiles from admin
• Fix bug preventing deletion of company when there is a KB folder inside.
• Add 48, 72 hour, 1 week timeouts to session length
• Bulk match option for integrations
• Company importing from CSV – information now matches as well for existing companies
• Flag Types moved to first part of admin section, instead of at bottom
• Atera Improvements – Now syncs primary serial number to API for lookups
• Domotz – Ability to filter only important devices
• Autotask and Datto RMM Improvements
  • Much faster sync overall
  • Fix bug with configuration syncing
  • Ability to only sync
  • Auto-archive old and deleted assets
• Schools and Hospitals added as segmentation choices for your documentation

• Auvik Integration
• Datto BCDR Integration
• Secure Notes – A new feature that uses Zero Knowledge Encryption to share any type of note with a client – with full audit logging
• Fixed Autotask syncing
• Leaderboard feature allows you to measure engagement of the product over all-time, 30-day periods, and 90-day periods
• Allow super admins to reset user passwords from the admin interface
• Add ability to sync in Autotask Configurations
• Fixed Domotz syncing. Added ability to only selectively allow which types you want in, instead of always requiring a default
• Fixed issue where Asset Layouts that were referenced by rules in Integrations couldn’t be deleted
• Added JumpCloud help article to SSO/SAML page
• Added ability to use phones like 3cx to automatically jump to a contact via a phone URL from an integration
• Add 2 and 4 hours as password sharing options
• 2FA autocomplete is now turned off in Firefox
• In Firefox, make 2FA focus by default
• Fixed grammar on import page
• Switch to Graphik as font across Hudu to unify design and improve readability
• New dropdown in header allows easy access to navigation items and removes a lot of the clutter. This also lets us accomodate other tools in the header
• Assets got a new design – Cards now appear below fields, and in a new streamlined format
• Names in assets got streamlined. We listened to your feedback and removed a lot of the visual clutter on the asset page 🙂
• Fix Firefox not respecting autofocus on logins
• Fix Liongard content and not using the full width of the page
• Add bigger disclaimer to external sharing toggle options in admin
• Fix design of embedded KB articles
• KB articles can now be iframed in external sources/documents without having to resort to proxies
• New Folder API to utilize KB folders in the REST API
• Fix o365 title bar in cards
• Fix styled empty dashboard design where it collapses on itself until you add content
• Change link color in dark mode to be a lot more readable and stand out on the background (it’s a lighter shade of your default colors)
• Change wording in the relation tool from “Cancel”, which could get confusing, to “Close”
• Fix booleans in the REST API from not saving
• Fix SonicWall inspector types that come over from Liongard
• Fix Rate Limit Optional Flag

• New company dashboard layout
• New simpler admin layout
• API Info endpoint added for quick visibility into the current version of your Hudu
• PDFs now open in new tab
• HTML content now allowed in Magic Dash content attribute
• OTP Reveal Audit added
• Password name expanded in list view
• We now use the name of your Hudu instance (not Hudu branding) for TOTP codes
• Search added for portal passwords
• New user info page

• New, enhanced relations. You can now easily relate items in the sidebar, with categories grouped together.
• Liongard Integration. Our newest integration, you can now bring in all environments, inspectors, and system data from Liongard.
• Asset Tags. When assets are tagged, an inverse link now appears on the asset it was tagged towards.
• QR Codes. Assets now have QR codes that will open up the link to the asset.
• Toggle Split View on asset and website views.
• Magic Dash – A brand new feature to easily script informational views from outside sources.
• New streamlined header.
• API Enhancement – Find asset by serial number endpoint
• Job title has been added to our Syncro Integration.
• Process Enhancement – Processes can now be attached directly to companies, instead of solely to relevant assets. This makes client/location onboarding processes very easy!
• Process Enhancement – You can also mark a global process as an onboarding guide, meaning it is highlighted on all new clients.
• We now use your system default font across Hudu.
• Add company ID number for VATs, other company identification, etc.
• You can now manually delete exports.
• Loom videos are now supported as an embed.
• Draw.io diagrams are now supported.
• API Enhancement – You can now restrict API keys to a specific client/company/location.
• Asset Layouts can now be easily toggled inactive/active.
• The custom favicon is now used for the Apple Touch Icon.
• Primary fields. Integrations now sync into a number of primary fields for matching.
• New max line size on articles.
• User is now added on Connectwise Manage configurations
• Asset Tags now show on asset listing pages.
• Streamlined design of Hudu.
• Multiple improvements regarding the Article Editor
  • Draft restores now happen automatically, you don’t have to click a “Restore” button to save time
  • Autosaving – we only send information back to the server when new changes are made, leading to a speedier editing experience.
  • “Are you sure you want to leave?” messages when you try and leave unsaved changes.
• Asset Subcategories. You can now use asset subcategories to group assets together.
• Better PDF Handbook design.
• Added a “Common Admin Actions” section to the admin to make for quicker admin actions.
• 2FA now includes a key with the QR code
• Resizable sidebar. You can now resize the sidebar in Hudu. If you need a longer, wider sidebar, just drag it out!
• Company Quick Adder – It is now easier than ever to add information to a company in Hudu. Use the “New…” button, and a list of options to add information into will pop up.

Fixes

• The Autotask integration now uses their new REST API, meaning faster syncs and a few syncing issues have now been resolved.
• Fixed ability to remove the first super admin.
• Fixed an issue where certain sign in attempts were not showing.
• Fixed Safari PDF reader issue.
• Fixed mobile pinned companies disappearing.
• Trigger Password Viewed Alert on Edit Password
• Dark mode. Color blocks are now fixed in the editor.
• Add last user, service tag, warranty expiration to Datto RMM PDF.
• Removed wave background on Reset Passwords.

Misc.

• Fast Facts was replaced by our new feature, Magic Dash.
• We added a name for the shareable reports that processes are given: Status Reports

Hudu now integrates with Domotz network monitoring system

We’re excited to share that Hudu documentation software now integrates with the Domotz network monitoring system.

This integration is great news for MSPs because it enables you to digitally track assets and information on the network – without needing to input device details manually. Save time documenting networks by using Domotz and Hudu together.

How Domotz and Hudu Digital Asset Management tracking for MSPs works

• Domotz network monitoring software analyzes the network and identifies and captures device details including: MAC address, make and model, location, zone, software version, IP addresses, and more.
• A full inventory of the network is provided by Domotz and sent to Hudu.
• Assets identified by Domotz are documented into specific categories on Hudu.
• Once assets are identified and analyzed by Domotz, you can use Hudu to store passwords and upload documents, pictures and PDFs so that all information about each device is documented.
• All important information about devices is at your fingertips for faster and more efficient network management and troubleshooting.

Benefits of Domotz and Hudu for MSPs

• Save time: No need to manually input device details to document a new network.
• Do not miss anything: No room for human error or oversight of devices – Domotz will digitally identify and capture everything, so you have everything at your fingertips for IT documentation management with Hudu.

Ready to get started with Digital Asset Management Tracking with Domotz and Hudu?

Start a free 21 day trial of Domotz today or learn more about the network monitoring system.

Request a demo of Hudu.

About Domotz

Founded in 2015, Domotz is an award-winning platform for remote network monitoring and management that enables MSPs to run their business more efficiently. More than 4,000 MSP, IT professionals and integration businesses in 160 countries use Domotz every day to deliver remote support to tens of thousands of networks. The software enables businesses to remotely monitor and manage their networks and devices. Packed with timesaving features, Domotz software includes capabilities such as; remote device access, SNMP monitoring, network diagnostics, remote power management, device alerts, team collaboration, network mapping and multiple VLAN support. Start a 21-day free trial of Domotz today.

About Hudu

Hudu is a powerful tool to organize and share IT information. Hudu seamlessly combines password management, process management, monitoring, and more in a friendly, secure interface. Hudu is setting the standard for efficient IT departments and MSPs across the world. Get started today with a 14-day free trial of Hudu.

We like to split documentation into three types. Once you understand what all of the types are, you can then start effectively using them.

The Three Types of IT Documentation

1. Reference Documentation
2. Actionable Documentation
3. Retention Documentation

In this guide, we will cover Reference Documentation, and some tips and tricks on using it!

Understanding Reference Documentation

Reference Documentation is the real world picture of your architecture. It contains up-to-date information on all current systems. These can include passwords, details on integrations, and contact and configuration information. It is typically written by all engineers as they go through day-to-day processes. Administrators should and try and make this part of the process as easy as possible with a focus of trying to reduce data errors.

Tips for Good Reference Documentation

Automate it

This is the part of your documentation that should be largely automated. Utilize IT documentation platforms that have integrations to pull in this information for you. Create or utilize API scripts to bring in content from the rest of your tech stack.

Archive…a lot!

This information can become outdated easily. If you are using a product like Hudu, you can move outdated information to the Museum, a storage place that removes clutter and makes it easier for your technicians to find active information.

Keep a rigid format

For the parts of your documentation that need to be manual, make sure you have a rigid structure of what technicians are to be putting in. If information is necessary to perform a task, make it required with your documentation software.

Reduce input

Look for redundant fields and remove them, so your technicians can save time documenting.

Relate, relate, relate!

Don’t know where to put something? Think of your newest technician and think of where they would try and find the documentation. Then, add relations between all possible locations they may also look.

• Dark Mode – You now have the option of dark mode or light mode. These accompany the themes we released in the last version.
• Domotz integration – You can now add Domotz devices into your companies and keep information up-to-date, automatically.
• Limited Mode – If billing fails (for whatever reason) your Hudu will now go into “limited mode” as opposed to completely shutting down. This makes it so you always have access to critical passwords and documentation, even if there is a billing site failure or you cancel the service.
• New Editor. Throughout the site, we have released a new editor that allows for much better editing throughout. Color editing, Youtube videos, image resizing, and a lot more.
• New, easier navigation. We dropped the sidebar to return to a top navigation bar that should make it very easy to find your documentation.
• Exact Mode in search. You can search by exact matches.
• New password revision detail page – It is now much easier to see old versions of a password, in a timeline view.
• Draft autosave – Articles now autosave as you write them, with an all new draft mode.
• Process Template Filtering – We made it much easier to find and filter process templates.
• New alerts – We added two new alert types to the Hudu Alert System: Password Change and Password View
• Quick Hop – You can now hop between companies easily with the search bar.
• Pinned Companies Dashboard – You can now see pinned companies on the dashboard.
• Related Passwords – Now show up in sidebar. This makes it much easier to find related passwords.
• Datto RMM – A lot of information has been added into the device detail page.
• Last Viewed – You can now easily tell who recently viewed a password on the password detail page.
• Ability to change the name of an asset.
• Ability to change what your documentation structure is called (customers, clients, partners, locations, etc.)
• Copy field now appears in full-width.
• Bulk Manage Assets.
• Export Assets to CSV.
• New Dashboards for main Dashboard, Websites.
• A new enhanced Portal Design.
• Flag indicators in article listing pages
• Ability for each company to have sub-companies.

Fixes

• Fixed issues with Safari Browser and opening pins, and certain dropdowns.
• Fixed issues with Knowledge Base PDFs
• Fixed problem with Ninja Integration and EU servers.
• Fixed multiple issues with Watchman Monitoring integration

Misc.

• We removed the Aspen theme. The theme (a dark color) made it impossible to see when dark mode was enabled. We added a new theme, Boulder, which is a Navy Blue color.

This version includes a number of our most anticipated features, as well as some bug fixes, and a small redesign of the Hudu platform.

New features

• OTP generator. You can now generate One-Time Passwords from an application’s secret key. This makes sharing credentials that require 2FA/MFA super easy!
• Companies synced with Microsoft 365 will now display active/inactive license information. Once you have a company synced, you will see it on the company dashboard.
• Themes. You can now brand your Hudu independently of your company design. You have 6 new themes to choose from, with more coming soon!
• Integration with Watchman Monitoring. We are now integrated with Watchman and can now bring in up-to-date information about computers in your system, for each of your Hudu companies!
• Duo MFA Push integration. You can now enable Duo Push Authentication for an easy way to securely protect your documentation.
• New design. You will notice most parts of your Hudu app will have received a fresh coat of paint. We have tried to streamline the interface, while making it easier to get to the content you need.
• Expiration listings got an upgrade. It’s now easier than ever to view your upcoming expirations. Counts in the sidebar now only show active, un-expired expirations.
• Enhanced Asset Sorting capabilities for CW Manage, Syncro, and Pulseway RMM. You can selectively choose which asset layouts your devices/configurations will flow into, based on their type in the integration.
• You can now generate quick PDFs of Knowledge Base Articles.
• Phone numbers will now be auto-formatted based on locale.
• You can change the start of the week to start on Sunday, or Monday.
• If a website/asset has active expirations, they will now be shown on the sidebar of the website/asset. This makes it much easier to identify if your documentation has an active expiration associated with it!
• Uploaded PDFs will now open in a modal window for easy previewing. You still have the ability to download them, after the modal is opened.
• Quickly add new process tasks using our Bulk Insert function.
• Fast Facts. You can now quickly see map information, basic information, and more throughout a company by clicking on the Fast Facts button on the company dashboard.
• You can now change the parent of a company password at any time. When creating the password, or editing the password!

API Enhancements

• API Keys can now be restricted by IP address(es)
• New API documentation design
• New API key design
• Jump Endpoint allows you to easily jump to an asset in Hudu from a corresponding integration id.
• Fixed Page Size bug on assets

Bug Fixes

• Fixed expiration alert issue where some expirations were appearing when they were archived/deleted.
• Fixed SAML issue with Microsoft 365 and Azure AD linked accounts.
• Fixed issue with inaccurate reporting of O365 mailbox storage information.
• Fixed issue with deleting companies.
• Fixed bug regarding missing MAC addresses in our Syncro integration.

New integrations

NinjaRMM

We have added two of our most requested integrations in! You can now sync organizations and devices from NinjaRMM and Datto RMM. They both include enhanced sorting capabilities. Start setting these up in Admin -> Integrations.

New features

PDF Runbooks

Easily create PDF versions of your documentation. These are great for handing off documentation to clients or just keeping a copy for safe-keeping. You can white-label these, generate disclaimer pages, choose whether to mask passwords, and even put a watermark in. They will always include a table of contents so your clients can easily navigate through them. You can generate documentation for a company by going to Admin -> Exports.

PDF versions of passwords, assets, processes, and more.

We know it can be convenient to print off a copy of your documentation and take it on the go! You will see a PDF button on entities like assets, processes, and passwords so you can easily grab a PDF version and print them off.

Photo Management

Documentation is full of images. Site pics, pictures of diagrams, and more. Until today, there hasn’t really been a good solution for keeping them. With Hudu Photo Management, you can now easily drop (or paste from clipboard) images you would like to store. Easily caption them and they will now be searchable in your documentation. You can see a nice preview before opening them up as well! You can get started by customizing a custom asset and clicking Include Photos.

Hudu Photo Management. Caption images, and easily search by them later on!

Other Feature Enhancements

• Brand your Hudu instance easier than ever before! Easily change the primary color of your Hudu instance by going to Admin -> Design.
• Easily add descriptions to relations throughout Hudu.

What editing a relation now looks like

• Easily change filenames of uploaded files.
• Portal users can now switch between light mode and dark mode on the sidebar.
• Move assets and articles around easily with the Move feature.
• URL has been added to the password list view
• Brand new search with new, easier filtering capabilites

What the new filters look like

• Lots of API enhancements (customize page size, find by archived, card lookup API, and a whole lot more).
• The Text Editor now supports copying and pasting images from the Desktop.
• You can now add watermarks to PDF exports
• No limits on number of pins.
• Added company info to dashboard items for better readability.
• Added company info to items in action bar for better readability.
• Fixed wording of registrations for new users to be more clear.
• Bulk Add websites to a company portal.
• Easily change file names of uploaded files for better organization.
• Added link to Roadmap and changelog in header.

Bug Fixes

– Fixed a bug with PDF exports that prevented companies being exported with slashes in the name.

– Fixed a bug in some versions of Chrome that prevented search filters from being able to be clicked.

– Fixed bug affecting some process tasks being deleted.

Coming soon

• One feature we really wanted to have with this release, but unfortunately did not make the cut was Duo 2FA
• Enhanced sorting capabilities for ConnectWise Manage, Syncro, and Pulseway

This release contains two of our most anticipated features, as well as a myriad of little ones that you all have been requesting.

This release is available now for self-hosted users who want to upgrade, and all hosted users will begin seeing it by the end of the week. If you are a hosted user and want to see Hudu 2.1.1 earlier than by the end of the week, please contact support@usehudu.com.

What’s changed:

The Portal

You can now share documentation with clients (in a read-only manner) via the Portal. You can activate a Portal as an admin or above and add documentation, websites, passwords, links, and more for your clients to see. Clients have the option of Dark Mode or Light Mode. Portal Members are not billed, so you can freely share your documentation without worries!

Autotask

You can now sync companies, locations, and contacts from Autotask into Hudu. This is our most requested integration, and we are happy to say it is finally here!

Pulseway RMM

You can now sync companies and devices from Pulseway RMM into Hudu.

Improvements to Search

Bad search is something that bugs the Hudu team. So, we are promising to continue releasing updates to our search system until it is fantastic! With one search, get companies, passwords, articles, assets, and more! By default, Hudu will perform a basic search for a fast, speedy experience. With one click, you can also search across ALL fields and find exactly what you need!

Test 2FA before enabling

Part of becoming a better product is admitting when you make mistakes. Not having a way to test 2FA before enabling has led to a LOT of support requests. Now, before you can enable Two Factor on your account, you need to test it!

Show in List

By default, fields will now not be shown in lists. However, admins can now choose which fields to show in list views. This makes loading long lists MUCH faster and keeps your documentation a lot more streamlined.

Tools

We have created a Documentation Tools area within Hudu where admins can find helpful tools like Global Expiration Lists, Compromised Passwords, Gold Standards, Documentation Quality Reports, Process Completion Reports, and more.

Global Process Templates

You can now define global process templates to easily pull into companies. Things like Employee Onboarding Processes and Application Installations just got a lot easier!

Password Lists

You can now view company passwords in a list created per company. This makes it much easier to find passwords for a company. You can also see how many times each password has been found in Dark Web Data Breaches.

Company Logos

You can now add logos to each company.

Company Notes

You can now add Quick Notes to each company for any kind of note you might need to jot down.

Add a Custom Favicon

You can now brand Hudu even more. Add a custom favicon and Hudu will look even more like YOUR documentation system.

Asset Layout Enhancements

You can now add descriptions to each asset layout so technicians know exactly what to put in each one! We also added a restructure button for admins on each page so it is super easy to change.

Design Enhancements

• We updated the Hudu design a bit to streamline your documentation and make searching much easier. Processes got a responsive enhancement so they are much easier to read on mobile devices.
• Phone numbers are now formatted in a much nicer format.

Flag Filtering

You can now easily filter through your flags within your account. Head to Tools -> Flag Review and begin filtering your flags 🚩🚩

Password Sharing Enhancements

Added more options to how long a password can be shared for.

Integration Enhancements

• Added copy email button to ConnectWise Manage and Syncro integrations.
• Formatted ConnectWise Manage contacts in a more intuitive manner.
• Added Legacy options to ConnectWise Manage.
• Increased speed of ConnectWise Manage integration sync.

Bug Fixes

• Fixed a bug relating to Quick Comment Spacing.
• Fixed a bug relating to date calendars.
• Fixed a bug relating to Syncro not adding Model/Manufacturer info
• Fixed a bug relating to search in nested companies.

Anyways, here is what has changed:

• Office 365 Integration. You can now import users, licenses, assigned services, and mailbox storage information directly from a client’s Office 365 Portal.
• Use folders to group articles. You can have folders in both company knowledge bases and global knowledge bases
• You can now “Pin” favorite articles, assets, passwords, companies, and more.
• Fixed a bug regarding having multiple date calendars on the same page.
• New header with Pins, Recents, and more.
• Fixed a bug regarding renaming asset fields
• Fixed a bug regarding some activity logs reporting “HuduBot” instead of “Guest”
• As an admin or super admin, you can now delete revisions that may contain sensitive data.
• Add variables in alerts. We also added a couple tutorials on setting up Hudu with Slack, and Discord.
• Test Webhooks within Hudu.
• Added the ability to export locally. You can export either a specific company or global data.
• Added notes to Websites.
• Fixed archived articles issue.
• Added ability to “globalize” a company knowledge base article.
• Added archived articles to the Museum.
• Added ability to invite users to your account without having to email.
• Integration data is now included within asset search.
• Various other bug fixes/enhancements.

While this update is not a massive overhaul, we have made lots of little changes with a focus on reducing clicks and friction to reach your documentation. We have also changed how we version Hudu updates. Now, each new update will get a nickname along with the specific version.

Here is what changed in Hudu 2.0.8 Copperfield:

1. Mark documentation as a “Gold Standard” to use it a shining example of high-quality documentation. To get started, simply head to an asset and click “Mark as Gold Standard”. Now all users will see it as they add and edit records within Hudu.
2. Request features directly within Hudu! We have made it easier to request features for the Hudu team to build, right in Hudu! Just click on the sidebar, and click “Request a feature”.
3. New design for assets, articles, and websites. We made it possible to see processes, passwords, and files on the same page as your information. Get to your documentation faster than ever before!
4. Completely revamped Asset Layout Editor. Head to Admin -> Asset Layouts to see it in action!
5. Processes are now optional. Include them in your assets, or not. Your choice.
6. Search got another overhaul. We made the interface much simpler.
7. Choose whether to monitor website DNS, WHOIS, and SSL information. All monitoring is now configurable.
8. Add passwords to websites as well as assets.
9. We included examples on how to setup automatic CSV exports. We also added the ability to configure encryption, something that allows the usage of many more providers!
10. Revamped how session timeouts work and fixed a bug relating to them in Chrome.
11. You can now disable sharing of all entities within Hudu. Head to Admin -> General to start.
12. By default, articles are now not shared. You must enable sharing.
13. We added additional info to Expiration Alerts to make them more helpful.
14. Duplicating now allows you to choose a name before creating the duplicate.
15. Fixed a Syncro integration bug where some companies were not syncing.
16. We now have a way to alert you when new Hudu updates are available.
17. Fixed a bug concerning Microsoft SAML.
18. We enabled quick jumping in Hudu so if there is only one item in a list, it will hop to that item instead of taking you to the list first.
19. Various bug fixes, product design improvements.

Enhancements to Processes

We heard you. While our Processes feature was extremely powerful, it was just too complicated. With 2.0.7, we have massively simplified and improved the architecture. Now, each company has Process Templates to utilize, and assets have Processes associated with them that are based on those Templates.

New Text Editor

For a documentation product, our old text editor was just not up to our quality standards. So, we improved it. Now, you can add tables, images, code blocks, and more. We also added a Full Screen option so you can focus on your writing.

SAML Login

With Hudu 2.0.7, you can now enable Single Sign On through SAML. We have created help desk articles for setting up common providers with Hudu. You can enable SAML login in the Admin area.

Search

Our old search was OK. In terms of search, it got the job done. However, at Hudu, we don’t just stop with OK. The new Hudu search has a brand new interface, faster results, and the ability to search all fields within your documentation. Finding documentation has never been easier!

Improvements to Relating

Now, Hudu supports three types of relating fields with the ability to add multiple relations in forms via the Link To Multiple Assets Field. We also renovated the way Related Items work. They are now displayed right above your documentation for easier viewing and navigation.

Other Changes

• Easy Read feature on all passwords. You can now easily distinguish characters in a password much easier.
• New Design for Login Page
• When you write Knowledge Base Articles, a Table of Contents will be automatically generated.
• Ability to duplicate asset layouts.
• Ability to have a different custom logo for shared resources.
• Fixed bug in processes that caused duplicate entries.
• Website fields now have two ways to open: Open in Same Tab, Open in New Tab.
• You can now add relations to Knowledge Base Articles.
• Email/Username field now is copyable in Asset Listing pages.
• Various other changes/improvements/bug fixes.

What’s changed:

• Hop to Passwords and Files ability. Now you can quickly and easily get to embedded information, faster than ever before!
• The order of revisions changed from most recent to oldest.
• Fixed Syncro integration bug that brought only some device information.
• Added ability to limit configurations brought in by ConnectWise Manage.
• Easily see at a glance which assets have passwords and files within.
• Fixed a bug in the asset linker.
• Various bug fixes, design improvements.

Work has already commenced on Hudu 2.0.7, which is already shaping up to be a really exciting release! Get ready 🙂

At Hudu, we have created features to protect your IT documentation, from both external and internal threats.

1. Require all users to have MFA. As an Admin or above, you can force multi-factor authentication mandatory for all users.
2. Access restrictions. Allow technicians to only access content they currently need. Hudu group access restrictions allow you to add technicians to a group, and restrict the companies, articles, processes, websites and assets they can see. Inherited restrictions cascade down so, if you restrict a technician from being able to access a company, all assets within that company are also restricted.
3. Choose the appropriate role for each technician. Hudu allows 5 different user roles (Super Admin, Admin, Editor, Author, Spectator). Choose a role for each technician. If an employee should not be able to perform an action, then create the restriction. The user roles are as follows:
   1. Super Admin: Can perform all available actions.
   2. Admin: Can perform all administrative actions, except for setting billing and CSV exports of data.
   3. Editor: Can perform archiving, adding, editing, sharing, and flagging. Cannot permanently delete items. No administrative rights.
   4. Author: Most Hudu customers have the majority of their technicians set to the Author role. Authors can add and edit, but cannot flag, share passwords, or flag entities.
   5. Spectator: For users that only require basic viewing rights, the Spectator role is perfect. Spectators can only view documentation and have no ability to add or edit.
4. Create access schedules. Hudu allows you to set the hours that a technician can log in. Attempts outside of schedules are denied and are logged for viewing by a Super Admin or Admin.
5. Choose self-hosting. For those that want complete lockdown of their data, choose self-hosted Hudu. Your keys and data are all hosted on the infrastructure you choose.
6. Check access logs often. Hudu provides comprehensive access logs of all users, and what activities they are performing at which times and from which locations.

What’s changed:

1. Widescreen. We made the design wider to take up all available space.
2. We added the ability to archive users. Archived users will now be displayed on the Users page, in a tab labeled “Archived”. Archived users are not included in your billing and can not login. They may be unarchived at any time.
3. We made improvements to the search. Searching is important, and we are 100% dedicated to making sure that search is speedy and quick for navigation around Hudu.
4. Company expirations will now share the same layout as the global expirations page.
5. We made the ability to permanent delete an ability of only admin and super admins. Editors can now only archive content.
6. Various other bug fixes.

Not currently using Hudu? Sign up for a demo here.

Cheers,
The Hudu Team

Why is it important?

Flagging is a critical part of good IT documentation. Flags indicate that a certain piece of documentation needs more work. When documentation has been flagged, anyone who views that documentation in the future will know to improve that documentation, or in some cases, know the level of trust they can place in that documentation.

Flags can be customized by admins or above. Common flag types are:

1. Outdated. A quick way to know if the information in your documentation is old or stale. This might be an indication that the entity needs to be archived.
2. Incomplete. Occasionally documentation can be created that may contain less than the full picture. This flag signals that the entity needs more time and effort spent.
3. Contains plain-text passwords. Sometimes passwords can slip through the cracks, and a password can show in plain text. This flag will indicate that someone needs to convert the plain-text password to an encrypted password.
4. Duplicate. While Hudu’s documentation detector is smart enough to automatically detect most duplication and warn you, sometimes entities will slip past our detectors.

Happy flagging!

What’s changed? A lot, here’s a list:

• Processes. Processes received a huge update. Now, you can attach child processes to assets as instances. For example, you could now attach a process named “Employee Termination” to a contact asset named “Jeff Doolittle”. The instance has its own completion status and tasks to be completed. This should lead to a monumental increase in efficiency from the last version.
• Improvements to the Personal Password Vault. Passwords now copy and open faster.
• The team added a feature called the Documentation Quality Report which will allow you to see at a quick glance the companies in your account that need more attention. Ratings are based on a 5-star system, 5 being the best.
• View all processes in your account and their corresponding completion rate and instance completion percentage.
• Renamed “Archived Assets” to “Museum”. You can still find the Museum in the same place, on a company’s sidebar.
• Moved websites from global to solely within a company.
• Now Hudu records sign in within activity logs.
• If you have a logo added, the logo will now appear on your Hudu sign-in page.
• Fixed asset editor bugs.
• Added two graphs to dashboard.
• Added tab view to dashboard.
• Fixed various bugs.

Self-hosted Hudu!

Yes, you heard that correctly. Hudu 2 is by default self-hosted. This means you and your client’s documentation will stay under your control at all times. We have worked really hard on making this easy to setup and host via Docker and Docker Compose.

Pricing changes

Hudu serves MSPs of all shapes and sizes, and we wanted to reflect that in our pricing. We now offer three self-hosted plans, as well as our hosted Magic Cloud.

Hudu Processes

There is now a better way to keep track of checklists and workflows with Hudu Processes. Easily track which employees are doing each task and create templates to make building workflows even easier!

More Integrations

We have launched integrations with SyncroMSP, Atera, RepairShopr, as well as revamped our ConnectWise Manage integration.

Better Integration Matching

Integrations now use a two-step matching algorithm. This allows for better selectivity regarding which companies you want to allow in to your Hudu.

New Design

Hudu got a facelift! We moved to a left side navbar to provide better readability on mobile devices. Our mobile sidebar now displays fully on tablets and mobile devices!

Share Knowledge Base Articles

Under each Knowledge Base Article, you will now see a link that you can use to share an article out to the public.

Password Improvements

All passwords are shareable now, as well as display the number of times each password has been compromised.

Duplicating

You can now easily duplicate assets and processes into the same company. Just click the “Duplicate” button on each asset.

Show/Hide Archived in Recents

By default, archived assets, articles, and processes are now hidden on the Recently Viewed lists. You can easily toggle this off to show archived, if you want.

Webhooks

Alerts are now capable of sending webhooks. This allows you to tie into Slack, Microsoft Teams, Zapier, and more.

Versions

Versions got a big aesthetic upgrade. They now look more like an actual timeline of the events that occurred for that entity.

Employee Stats

We have added stats to the employee overview page, so you can now see useful information regarding how each employee is using Hudu.

Bug fixes and Stability Improvements

We squashed bugs customers reported, including a ConnectWise Manage connection issue, an auto-logout issue, and a website history bug.

The first and most important tip for better documentation is simply learning to value good documentation. With good documentation, you can fix and respond to clients faster and more efficiently than ever before. With poor documentation, customer satisfaction will go down and it will be harder to onboard new techs.

Hide Old and Unused Documentation

Archive Assets and Knowledge Base Articles, and these will be placed out of search and the rest of your documentation. Don’t clutter your documentation!

But, don’t permanently get rid of IT Documentation

With the first point being said, don’t permanently get rid of documentation! Just because an Asset is inactive now, doesn’t mean circumstances won’t change, and you will be left empty-handed. Use the Permanent Delete button cautiously and seldomly.

Use Unique & Descriptive Names for All Assets

Assets should be named uniquely and descriptively in order to make searching and organizing as simple as possible. We provide a warning when you are creating an asset with the same name as an existing Asset.

Make Asset Layouts as Rigid in Structure as Possible

The more flexibility you allow in users adding/editing documentation, the more the quality of your documentation will change. Don’t worry about picking the absolute correct structure of your assets on the first try.

Integration-First Documentation

Believe in the Single Source of Truth Philosophy. Documentation should serve as an up-to-date reference, but if another service is the primary interactor with data, then data should stay there, and documentation should serve as a reference.

Use Flags to Mark Documentation that Needs Improvement

Work gradually towards better documentation by marking assets/articles that need more help. We recommend at least having the following flags:

1. Outdated/Partially Outdated
2. Contains Plaintext Passwords
3. Needs Better Name
4. Duplicate Information

Extract General Information to Knowledge Base Articles

Finding yourself repeating the same how-to information again and again for multiple companies? Move this information in to Knowledge Base Articles that you then can attach to individual Assets as Related Items.

Stop Abusing General Assets

Sticking assets into “Passwords” and “Documents” is a common occurrence, but it leads to documentation being hard to find. Instead, place Assets like Passwords in the Asset that requires the password the most. So, instead of sticking John’s Doe’s password in Passwords, you would stick John’s Doe’s password in Contacts.