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Use this page to put files, documents, folders, and links in one place for your clients. It is for MSP staff. Company users browse what you make available to them. The Documentation Hub, also called the resource hub, lets clients find files and links in one place. Its title is yours to choose, so your portal might call it Important Info. Hudu or IT Glue is not required for portal pages, uploaded files, or external links.

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Before you start

  • You need permission to manage Documentation settings.
  • To add an uploaded file, upload it to Documentation > Documents first. See Create and maintain portal documents.
  • To link to a file stored elsewhere, have its sharing URL ready, and make sure the people who need it have access in that service.

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Enable the Hub

1

Open Hub settings

Open Settings > Documentation and click the Hub tab.
2

Turn it on

Turn on Enable hub. This shows the hub tab and lets resources appear.
3

Name it and place it

Enter a Title. Under Navigation placement, choose Main Documentation page, Standalone page, or Use as the Company Overview sidebar item.
4

Save

Click Save hub. MSPortal shows Hub settings saved.

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Upload a file and add it to the Hub

1

Upload the file to Documents

Open Documentation > Documents and click Upload. Choose a DOCX, XLS, XLSX, PDF, or CSV file, set its company and folder, and finish the upload.
2

Open Page layout

Return to Settings > Documentation > Hub and find Page layout.
3

Add a Document resource

Click + (Add resource) in Featured or in the section where the file should appear, and choose Document. Search for the file and select it. You can also pick an existing portal page or a shared provider document.
4

Choose the audience

Review Company and Who can see this.
5

Save the resource

Click Add resource and wait for the confirmation. Open the Hub and check the placement.
Uploading a file adds it to Documents. Adding a Hub resource makes it easy to find from the Hub. These are two separate steps. To feature a whole collection, choose Folder instead and select the folder.
1

Copy the sharing URL

Get the web link from the service that stores the file, such as SharePoint, OneDrive, or Google Drive.
2

Add a Link resource

In Settings > Documentation > Hub, click + (Add resource) in Featured or a section and choose Link.
3

Fill in the link

Enter a Link title, paste the sharing link into URL, and add a Description and an icon if you like. The URL must be valid, such as https://example.com.
4

Choose the audience and save

Set Company and Who can see this, then click Add resource. Check the link from the Hub.
A Link resource opens in a new tab. It does not copy or sync the file into MSPortal. The other service still controls access and can ask for its own sign-in.

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Organize the Hub

1

Add a section

In Page layout, click Add section and enter a Section title. Choose a layout, column count, accent, and icon if you like.
2

Place resources

Drag resources into Featured or a section. Resources that are not placed show under Unassigned resources, and clients see them under More resources.
3

Edit or remove a resource

Use Edit resource to change a resource and click Save changes. Use Remove resource to take it off the hub. Removing a section moves its resources to Unassigned resources, and nothing is deleted.

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Saving and visibility

  • Save hub saves the hub’s title, enabled state, and placement.
  • Add resource saves a new resource. Save changes saves edits to an existing one.
  • Layout changes save on their own. Wait for the save to finish before you leave the page.
  • A Link with no audience selected is hidden from everyone. A Document or Folder with no audience selected follows the visibility of its content.
  • A resource whose source page or folder was removed shows Source content removed and does not appear on the client hub. Edit it to point at other content, or remove it.

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Troubleshooting

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Frequently asked questions

No. Portal pages, uploads, and links work without a provider.