Hub User Documentation

Welcome to the Hub help center. This is where you'll find answers to questions about how to use Hub.

Quick Start

New to Hub? Start here:

• Welcome — What is Hub and what can you do with it?
• Getting Started — Five orientation pages (what it is, key concepts, signing in, first week)
• Key Concepts — The vocabulary you need to function

By Topic

Getting Started

• What is Hub? — Longer explanation of workspaces and why they exist
• Key Concepts — Learn the vocabulary
• Signing In — Log in, 2FA, password reset, invitations
• Your First Week — A checklist of things worth trying early

Spaces (Workspaces)

Different types of Spaces for different contexts:

• Company Space — Organization-level workspace
• Adviser Space — Workspace for managing multiple advised companies
• Group Company Space — Portfolio management for related companies
• Initiative Space — Project team workspace
• Personal Space — Your private workspace
• Operator Spaces — Admin and support workspaces (most users won't use these)

Key Features

Core capabilities you'll use every day:

• Tasks — Create and track work items
• Comments and Mentions — Collaborate on tasks and discuss with colleagues
• Dashboards and Widgets — Customizable views of key metrics
• Data Tables — Structured lists with sorting, filtering, and export
• Notifications — Get alerts about what's happening
• File Attachments — Store documents and reference materials

Advanced Features

Tools for customization and automation:

• Custom Attributes — Add user-defined fields to records
• Dynamic Resources — Create custom record types
• Agents — AI workers that automate tasks
• Scheduled Prompts — Recurring automations on a schedule
• Webhook Skills — Trigger agents from external systems
• Access Requests — Request permission to view restricted data
• Appearance and Branding — Customize how your Space looks
• Command Palette — Keyboard-based navigation (Cmd+K / Ctrl+K)
• Connecting AI Assistants — Plug Claude, ChatGPT, and other AI tools into your Space

How-To Guides

Step-by-step instructions for common tasks:

• Creating a Task — Start tracking work
• Mentioning a Colleague — Get someone's attention
• Inviting Someone to Your Space — Add team members
• Building a Dashboard — Create a custom view
• Creating a Custom Table — Define a new record type
• Adding a Custom Attribute — Add a field to records
• Setting Up an Agent — Create an automation
• Triggering a Skill from a Webhook — Integrate with external systems
• Scheduling a Recurring Prompt — Set up automated recurring tasks
• Uploading a File — Attach documents
• Requesting Access to Restricted Data — Ask for permission
• Switching Between Spaces — Navigate between workspaces

Glossary & FAQ

• Glossary — Plain-English definitions of every Hub term
• Frequently Asked Questions — Quick answers to common questions

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