Administration and Settings

The administration panel (accessible via the Settings icon in the sidebar) is one of the most important and extensive sections in the HUBAL system. The visibility of specific options depends on the user's role (Admin / Manager / User).

Account

In this section, you can change your access password and manage your active subscription. It allows you to monitor your current subscription plan and switch between paid tiers.

Permissions

Here you define rights templates, i.e., permission presets for roles (e.g., Financial Manager, Technician, Office Worker). Within them, you can enable and disable access to selected modules. You can also grant specific permissions to individual users.

Groups

Here you create and edit Work Groups, according to the actual division within your organization (e.g., company branches or disciplinary teams: Architects, Marketing).

AI Settings

The most advanced part of the portal. It allows you to fine-tune the AI Assistant to your needs:

• Organization Profile: You initially provide the artificial intelligence with a description of the company's activities, what it does, and what its goals are. Thanks to this, the AI will more accurately suggest tasks, estimate their times more precisely, and generate relevant alerts.
• AI Behavior: Sliders and options tuning the agent (reporting frequency, sensitivity to delays, notification sensitivity).
• AI Skills: Instructions focused on a single topic (e.g., how AI should respond to customer inquiries or how it should check building codes). Skills are loaded by default according to the profile from the first tab, but you can also add them from the skills library or create your own from scratch.

Memory and History

A preview of the agent's notes. The AI saves everything it observes in real-time here (analyzing forwarded emails, notes, or created tasks). This is a feature for advanced users. It requires manual editing only in rare, specific cases – for example, if the agent mistakenly assigns the company to another branch you work with, and a correction in its "brain" is needed.

Privacy

GDPR and data exchange center:

• Diagnostic Access: Collectively granting access to the company profile for HUBAL developers to diagnose errors by staff.
• Data Download: If you have permissions, you can download all files, canvas data, and preferences from here as a bulk backup for yourself. It is worth using this regularly, keeping a local copy of your resources on the client-side.
• Data Import: Data download options entail restoration possibilities – after, e.g., a year of account suspension, you can use the exported archive to import all projects and restore the portal.