Account Configuration and Settings

Account configuration in Huddle allows administrators to customize their workspace, manage branding, control features, and configure system-wide settings. This guide covers all aspects of account configuration to help you tailor Huddle to your organization's needs.

Accessing Account Settings

To access account settings:

1. Click your profile icon in the top-right corner
2. Select "Account Settings"
3. Ensure you have administrator or owner permissions

General Settings

Account Information

Configure basic account details that identify your organization:

• Account Name - Your organization's display name that appears in emails and notifications
• Subdomain - Your unique Huddle URL (e.g., yourcompany.letshuddle.io) - cannot be changed after creation
• Industry - Select your primary industry to help tailor features and templates
• Website - Your organization's public website (optional but recommended)

Branding and Customization

Create a consistent brand experience for your team:

Feature Management

Control which features are available to your users:

Core Features

Enable or disable features account-wide:

• Tracked Items - Sheet tracking and versioning, report and sight management
• Portals - Portal creation and publishing with custom themes
• Forms - Form builder access and workflow automation
• Documentation - Manual and AI-powered documentation generation

Beta Features

Get early access to new capabilities:

To enable beta features:

1. Go to "Beta Features" tab
2. Toggle features on/off
3. Accept beta terms
4. Changes are logged with timestamp and user

Connection Settings

Default Connection

Set an account-wide default connection for new huddles:

1. Go to "Connections" tab
2. Select from available connections
3. Click "Set as Default"
4. All new huddles will use this connection

Connection Limits

Configure per-user connection limits based on your plan:

• Starter: 2 connections per user
• Professional: 5 connections per user
• Enterprise: Unlimited connections

Security Settings

Authentication Providers

Configure available login methods for your team:

• Google Sign-In - Enable/disable with domain restrictions
• Microsoft Sign-In - Azure AD integration with group sync
• Email/Password - Traditional authentication with password policies
• Single Sign-On (SSO) - Enterprise SAML configuration

Session Management

Configure session security policies:

• Session Timeout - Idle timeout (default: 30 days)
• Concurrent Sessions - Limit sessions per user
• Security Headers - Content Security Policy and transport security

Notification Settings

Email Notifications

Configure system-wide email settings:

• Invitation emails
• Password resets
• Huddle updates
• System announcements

Usage and Limits

Asset Limits

Monitor and configure usage limits:

• Tracked Items - Current usage vs. limit with automatic warnings at 80%
• Portals - Active portal count with archive options
• Scheduled Jobs - Active job count and frequency limits

Audit and Compliance

Audit Logging

Track all account configuration changes:

1. Go to "Audit Log" tab
2. Filter by date, user, or action
3. Export for compliance reporting

Troubleshooting

Cannot Save Settings

• Verify administrator permissions
• Check browser console for errors
• Clear browser cache
• Try a different browser

Features Not Available

• Confirm your subscription plan
• Check if feature is enabled
• Verify user has permission
• Contact support for access