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Guides and answers for getting the most out of ClassifyHub. Can't find what you need? Contact us — we reply within one business day.

Getting started

1

Create your workspace

Go to the app and choose "Create an account". Your company becomes a private workspace with the default classification scheme and rules already configured. You are the workspace admin.

2

Classify your first asset

Open Classify, type a file name and paste its content, and press the button. For bulk inventories, prepare a CSV with a name column (plus optional asset_type and content) and upload it.

3

Deploy endpoint agents

In Endpoints & Builds, generate a build for macOS or Windows and download the zip. It contains a single agent binary (no Python or other runtime needed) — double-click install.command (macOS) or Install ClassifyHub.bat (Windows) and it installs as a background service, enrolls automatically, and starts reporting classified files.

Frequently asked questions

Do I need to install anything to use ClassifyHub?

No. The web app covers manual and CSV classification entirely in the browser. The optional endpoint agent is only needed if you want automatic scanning of files on your team's computers.

How does the classification engine decide a label?

Every rule is either a keyword list or a regular expression mapped to a label. When an asset matches several rules, the label with the highest sensitivity level wins — so a document containing both "press release" and a credit card number is Restricted, not Public.

Can I change the labels to match our internal policy?

Yes. Admins can rename, recolor, add or remove labels under Admin Console → Labels, and every rule can be re-pointed to any label. Many companies add a fifth level such as "Top Secret" or rename Internal to "Official Use Only".

What do the endpoint agents actually scan?

By default: the Documents, Desktop and Downloads folders of the signed-in user. The list is in the agent's config.json and can be changed before or after install. Text-like files are content-scanned (up to 64 KB); other files are classified by name. Only the file path, label, matched rule names and a 300-character excerpt are sent to the server.

How does this help with ISO 27001 / SOC 2 / GDPR audits?

Export your classified inventory as CSV (Assets → Export CSV) as evidence of an information classification scheme (ISO 27001 control 5.12), show the dashboard for ongoing monitoring, and use the audit log to demonstrate change control. For GDPR, filter assets matching the PII rules to build your record of processing.

What happens when I hit my plan limit?

Nothing breaks — new classifications are simply paused until you upgrade or remove old assets. Admins can upgrade in Admin Console → Billing; the new limits apply immediately.

Is my data isolated from other companies?

Yes. Every workspace is a separate tenant; all data — assets, rules, users, endpoints — is scoped to your tenant at the database level. No other customer can see your data, and platform staff only see aggregate counts.

The agent says "cannot reach server" — what do I check?

1) The machine has internet access. 2) server_url in config.json matches your ClassifyHub URL. 3) Your workspace hasn't hit its endpoint limit. The agent log is at ~/Library/Application Support/ClassifyHub/agent.log on macOS, or run the agent manually in a terminal on Windows to see live output.

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