Admin

Downloading an entity

Taking the address entity as an example, following are the steps to download it in the .xml format:

Downloading an entity from its Overview section

Click and select an entity. This opens the Overview section of the entity.
Click the three-dot icon on the right. This opens a list of available options.
Click on Download. This downloads the entity as an .xml file.

Downloading an entity from the All-Entities page

Click on the hamburger menu available in the top left corner.
Click on the desired entity type in the All items section of the hamburger menu. This opens the All-Entities page of the particular entity.
Click and select an entity. This opens an Actions menu on the right.
Click on Download. This downloads the entity as an .xml file.

Import xml

The import .xml functionality can be used to import different types of entities such as investigations, people, addresses, IP addresses, online identities, etc., into Hubstream.

Users can modify the uploaded entities using the software’s interface. This includes adding new entities, editing existing entities, and linking entities together to create a complete picture of a case.

Importing an entity in Hubstream

An entity can be imported using an .xml file in Hubstream by following the steps provided below:

Click on the cog menu. This opens a list of options.
Click on Import Xml. This opens a popup titled Import Case From Xml File.
Click on the page icon on the right. This opens a file explorer window.
Navigate to the .xml file. Click and select it. Click on Open at the bottom of explorer. This closes the file explorer and turns the Upload button in the popup to green.
Click on Upload. This starts the upload process. A progress bar at the bottom of the popup will show how far along is the upload.
Wait for a few seconds for the upload to get over.
Once the upload is completed, close the popup by clicking x in the top right corner. This takes the user to the page they were on before clicking the upload xml option.
Wait for a couple of seconds. Verify the entity has been uploaded in the All-Entities page of the entity just uploaded.

Downloading an entity as .xml

Taking the address entity as an example, following are the steps to download it in the .xml format:

Downloading an entity from its Overview section

Click and select an entity. This opens the Overview section of the entity.
Click the three-dot icon on the right. This opens a list of available options.
Click on Download. This downloads the entity as an .xml file.

Downloading an entity from the All-Entities page

Click on the hamburger menu available in the top left corner.
Click on the desired entity type in the All items section of the hamburger menu. This opens the All-Entities page of the particular entity.
Click and select an entity. This opens an Actions menu on the right.
Click on Download. This downloads the entity as an .xml file.

Organizations

How to add a new organization to Hubstream

Follow the steps given below to add a new organization to Hubstream:

Click on the cog menu in the top right corner. This opens a dropdown.
Click Admin. This takes the user to the Admin section.
Move the cursor to the right to view the sidebar.
Click on Organizations. This opens the Organizations page.
Click on the plus icon on the right. A popup form opens.
Fill the form with details of the new organization. Click Save and close to save the form. Click Save and add another to save and add a new organization. Click cancel to cancel the process.
Verify the addition of a new organization in the organization table.

How to download all organizations as .csv in Hubstream

Follow the steps given below to download organizations as .csv:

Click on the cog menu in the top right corner. This opens a dropdown.
Click Admin. This takes the user to the Admin section.
Move the cursor to the right to view the sidebar.
Click on Organizations. This opens the Organizations page.
Click on the downward arrow icon (Tooltip: Download) on the right. This downloads all the organization entries as a .csv file.

How to edit an organization in Hubstream

To edit an organization, follow the steps provided below:

Click on the cog menu in the top right corner. This opens a dropdown.
Click Admin. This takes the user to the Admin section.
Move the cursor to the right to view the sidebar.
Click on Organizations. This opens the Organizations page.
Click and select any organization. This opens an Actions menu on the right.
Click on Edit. This opens a popup form titled Edit Organization.
Make the required changes and Click on Save to save them. Click on Cancel to cancel the editing process.
Verify the changes in the organization table.

User Management

User management in Hubstream refers to the process of administering and controlling the access and permissions of individual users within the software. This includes creation, editing or activation or deactivation of user profiles, and assignment of different levels of access. It is only available to the administrators.

How to add a new user in Hubstream

Adding new users is an important task performed routinely by administrators. The following are the steps to add a new user to Hubstream:

Click the settings menu on top right corner. This opens a dropdown containing various options.
Click on Admin in the available options. This opens the All Users page of Admin section.
Click on the plus button available on the right. This opens a pop-up form titled New User.
Complete the form with the new user’s details. Ensure filling in the fields marked with an asterisk.
Click Save and close to save the user and close the form or Save and add another to add another new user. In both cases, a new user is added to Hubstream. Verify the same in the user table.

How to download the user table in Hubstream

The user table is the centralized database that stores information on each user who interacts with Hubstream. It comes in handy as a comprehensive list of all users within the system and allows administrators to view and manage the user’s roles, and permissions. It is available on the All Users page of the Admin section.

The following are the steps to download the user table:

Click the settings menu on right top corner. This opens a dropdown containing various options.
Click on Admin from the available options. This opens the All Users page of Admin section.
Click on the download icon on the right. This downloads the user table as a .csv file that can be found in the Downloads folder.

How to filter or search users in Hubstream

Filtering users
Users can be filtered using predefined filters, such as Organization and Active status, available on the left of user table.

The following are steps to filter users in user table:

Click and open the All Users page from the Admin option in settings menu.
In the list of filters, click on an Organization filter to get the users from that particular organization in the user table.
Click on one of the Active filters to further filter the users based on whether or not they are active users.
Hover over Organization or Active to get three options, i.e., Search, Clear selection and Remove filter.
- Click on Search icon, type a keyword and press Enter key to search for a particular filter.
- Click on Clear selection icon to remove the selected filter.
- Click on Remove filter icon to remove the filter type from the list of filters.

Searching for users
Users can be searched for by using the mini search bar on All Users page. The mini search bar is available on the left, just above the filters.
The following are steps to search for a user:

Open the All Users page. Type name of a user in the text field.
Press Enter key or click on the search button. The table will be filtered to show the users that match the given keyword.

How to assign a role to a user in Hubstream

An administrator might want to assign a user a particular role or remove one from their existing roles to give more access and permissions for using Hubstream.

The following are the steps to assign a particular role to a user:

Click on the settings menu on the right top corner. This opens a dropdown containing various options.
Click on Admin in the available options. This opens the All Users page of Admin section.
Click and select any user(s). This opens an Actions menu on the right.
Click on Assign Roles in the Actions menu. This opens a popup form consisting of a search functionality and a checklist of various roles.
Click on empty checkbox before a role to select it. Click again to deselect the role.
Click on Save to assign the new roles to the user. This closes the popup and takes the user to the All Users page.

How to edit a user’s information in Hubstream

The following are the steps to edit a user information:

Click the settings menu on the top right corner. This opens a dropdown containing various options.
Click on Admin in the available options. This opens the All Users page of Admin section.
Click and select a user. This opens the Actions menu on the right.
Click on Edit in the Actions menu. This opens a form titled Edit User.
Make changes and click on Save. This saves the changes to the user information and refreshes the All Users page.

How to change user status (Active/Inactive) in Hubstream

An administrator may want to change a particular user’s status to active or inactive to allow or disallow them to access Hubstream’s various functionalities. User status can be changed using the Edit User form.
The following are the steps to change a user’s status to active or inactive:

Click the settings menu on the top right corner. This opens a dropdown containing various options.
Click on Admin in the available options. This opens the All Users page of Admin section.
Click and select a user. This opens an Actions menu on the right.
Click on Edit in the Actions menu. This opens a popup form titled Edit User.
In the form, there is a checkbox with the label Active. It is a setting to change the user status to active or inactive. Check or uncheck the box, according to preference.
Click Save. This saves the form and changes the user status. Verify this in Active column of the user table.