Knowledge Base
Work with record email and activity history
Oct 14, 2026Files & Collaboration
THE WOODSPORTAL LIBRARY KNOWLEDGE THAT CONNECTS
Practical resources for HubSpot portals.
Explore guides, comparisons and ideas for building better customer, partner and service portals.
Explore resources
FROM INFORMATION
●
AT THE CENTERYour HubSpotConnected CRM context
◫
DESIGN FOR PEOPLECustomer experiences
◎
SET THE BOUNDARIESPermissions & access
↗
TO USEFUL EXPERIENCES / 01
KEEP WORK MOVINGRecords & workflows
02 THE LIBRARY
Explore the library.
Filter by content type or search for a topic.
45resources to explore
WOODSPORTAL KNOWLEDGE BASE
Explore all documentation
Find product answers.
Explore setup steps, CRM configuration, access permissions and integrations.
Knowledge Base
Configure object and resource permissions
Oct 14, 2026Permissions
Knowledge Base
Manage record associations and association cards
Oct 14, 2026CRM Records & Associations
Knowledge Base
Link newly created records to a portal user contact
Oct 14, 2026Authentication & User Access
Knowledge Base
Configure multi-factor authentication for a portal
Oct 14, 2026Authentication & User Access
Knowledge Base
Configure portal navigation and menu items
Oct 14, 2026Portal Design & Navigation
Knowledge Base
Understand WoodsPortal file storage and download limits
Oct 14, 2026Files & Collaboration
Knowledge Base
Sign in to a WoodsPortal customer portal
Oct 14, 2026Authentication & User Access
Knowledge Base
Configure table, board, detail, and preview experiences
Oct 14, 2026CRM Records & Associations
Knowledge Base
Configure record search, filters, pipelines, and stages
Oct 14, 2026CRM Records & Associations
Knowledge Base
Configure a WoodsPortal Open Access CRM page
Oct 14, 2026Portal Design & Navigation
Knowledge Base
Configure the portal dashboard and dashboard cards
Oct 14, 2026Portal Design & Navigation
Knowledge Base
Build portal record forms with conditional associations
Oct 14, 2026CRM Records & Associations
Knowledge Base
Use the WoodsPortal JavaScript SDK and WoodsCLI
Oct 14, 2026Developer Resources
Knowledge Base
Add the WoodsPortal client module to HubSpot CMS
Oct 14, 2026Automation & Integrations
Knowledge Base
Choose and resynchronize HubSpot objects
Oct 14, 2026CRM Records & Associations
Knowledge Base
Choose a WoodsPortal SDK adapter
Oct 14, 2026Developer Resources
Knowledge Base
Create custom portal roles
Oct 14, 2026Permissions
Knowledge Base
Configure associations and association labels
Oct 14, 2026CRM Records & Associations
Knowledge Base
Install WoodsPortal and complete first-time setup
Oct 14, 2026Getting Started & Administration
Knowledge Base
Manage themes and integrations
Oct 14, 2026Getting Started & Administration
Knowledge Base
Use WoodsPortal timeline events and workflow actions
Oct 14, 2026Automation & Integrations
Knowledge Base
Create and edit CRM records from a portal
Oct 14, 2026CRM Records & Associations
Knowledge Base
Review and revoke active sessions
Oct 14, 2026Authentication & User Access
Knowledge Base
Create, select, synchronize, and open customer portals
Oct 14, 2026Getting Started & Administration
Knowledge Base
Switch between available hubs and portals
Oct 14, 2026Authentication & User Access
Knowledge Base
Preview, download, and copy links to files
Oct 14, 2026Files & Collaboration
Knowledge Base
Use guided help and manage administrator settings
Oct 14, 2026Getting Started & Administration
Knowledge Base
Verify your email and recover account access
Oct 14, 2026Authentication & User Access
Knowledge Base
Install the WoodsPortal HubSpot app and use CRM cards
Oct 14, 2026Automation & Integrations
Knowledge Base
Control property visibility and editability
Oct 14, 2026CRM Records & Associations
Knowledge Base
Use My Drive and Shared Drive
Oct 14, 2026Files & Collaboration
Knowledge Base
Track jobs, notifications, and product updates
Oct 14, 2026Getting Started & Administration
Knowledge Base
Navigate nested related records in a portal
Oct 14, 2026CRM Records & Associations
Knowledge Base
Sign in to WoodsPortal as an administrator
Oct 14, 2026Authentication & User Access
Knowledge Base
Understand contact access webhooks
Oct 14, 2026Automation & Integrations
Knowledge Base
Invite portal users and manage portal access
Oct 14, 2026Authentication & User Access
Knowledge Base
Customize portal branding and the login experience
Oct 14, 2026Portal Design & Navigation
Knowledge Base
Set up an authenticator app, backup codes, or a passkey
Oct 14, 2026Authentication & User Access
Knowledge Base
Add record notes, images, and attachments
Oct 14, 2026Files & Collaboration
Articles
Show Related HubSpot Records in One Customer Portal
Oct 14, 2026type-article
Articles
Check Who Can See What in Your HubSpot Customer Portal
Oct 14, 2026Permissions
Articles
What to Check When Your Customer Portal Shows Old Information
Oct 14, 2026Automation & Integrations
Articles
Should Your Customer Portal Use Standard or Custom HubSpot Records?
Oct 14, 2026type-article
Articles
How a HubSpot-Hosted Customer Portal Works
Oct 14, 2026Developer Resources
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03 EXPLORE BY TOPIC
Find your area of focus.
Explore resources by portal type or technical topic.
01 / BY AUDIENCEThe experience you're building
02 / BY PRACTICAL TOPICThe problem you're solving
04 GO FURTHER
Explore more of WoodsPortal.
Find documentation, explore portal use cases and see customer stories.
03 / LEARN FROM EVIDENCE
Customer stories
Explore real customer implementations as they become available.
Customer stories coming soon05 PUT IT INTO PRACTICE
Ready to see WoodsPortal in action?
Explore the product or book a walkthrough.