--- title: WoodsPortal Resources | Practical HubSpot Portal Guides & Comparisons description: Explore guides, articles, comparisons, videos and Knowledge Base documentation for HubSpot portals. --- [Skip to content](https://woodsportal.digitalwoods.io/en/resources/author/admin#main-content) [![WoodsPortal](https://woodsportal.digitalwoods.io/hs-fs/hubfs/woodsportal-2026/v3234/assets/woodsportal-logo.png?width=393&height=50&name=woodsportal-logo.png)](https://woodsportal.digitalwoods.io/) [Product](https://woodsportal.digitalwoods.io/product) Use Cases [Customer Portal](https://woodsportal.digitalwoods.io/use-cases/hubspot-customer-portal) [Partner Portal](https://woodsportal.digitalwoods.io/use-cases/hubspot-partner-portal) [Vendor Portal](https://woodsportal.digitalwoods.io/use-cases/hubspot-vendor-portal) [Dealer Portal](https://woodsportal.digitalwoods.io/use-cases/hubspot-dealer-portal) [Membership Portal](https://woodsportal.digitalwoods.io/use-cases/hubspot-membership-portal) [Pricing](https://staging.woodsportal.digitalwoods.io/pricing) Resources [Browse all resources](https://woodsportal.digitalwoods.io/resources) [Documentation & help](https://woodsportal.digitalwoods.io/resources/docs) [Developer resources](https://developer.dev.woodsportal.com/) [Open-source frontend](https://github.com/Digital-Woods/WoodsPortal-Frontend) [Book a Meeting ↗](https://digitalwoods.io/meetings/woodsportal/demo) Menu [Product ↗](https://woodsportal.digitalwoods.io/product) Use Cases [Customer Portal↗](https://woodsportal.digitalwoods.io/use-cases/hubspot-customer-portal) [Partner Portal↗](https://woodsportal.digitalwoods.io/use-cases/hubspot-partner-portal) [Vendor Portal↗](https://woodsportal.digitalwoods.io/use-cases/hubspot-vendor-portal) [Dealer Portal↗](https://woodsportal.digitalwoods.io/use-cases/hubspot-dealer-portal) [Membership Portal↗](https://woodsportal.digitalwoods.io/use-cases/hubspot-membership-portal) [Pricing ↗](https://staging.woodsportal.digitalwoods.io/pricing) Resources [Browse all resources↗](https://woodsportal.digitalwoods.io/resources) [Documentation & help↗](https://woodsportal.digitalwoods.io/resources/docs) [Developer resources↗](https://developer.dev.woodsportal.com/) [Open-source frontend↗](https://github.com/Digital-Woods/WoodsPortal-Frontend) [Get Started with WoodsPortal ↗](https://app.woodsportal.com/login/sso) [Book a Meeting ↗](https://digitalwoods.io/meetings/woodsportal/demo) 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 ↘](https://woodsportal.digitalwoods.io/en/resources/author/admin#browse) FROM INFORMATION ● AT THE CENTER**Your HubSpot**Connected CRM context ◫ DESIGN FOR PEOPLE**Customer experiences** ◎ SET THE BOUNDARIES**Permissions & access** ↗ KEEP WORK MOVING**Records & workflows** TO USEFUL EXPERIENCES / 01 02 THE LIBRARY ## Explore the library. Filter by content type or search for a topic. **40**resources to explore All Articles Guides Comparisons Videos Knowledge Base Content typeAll resourcesArticlesGuidesComparisonsVideosKnowledge Base Search resources Clear topic × WOODSPORTAL KNOWLEDGE BASE ### Find product answers. Explore setup steps, CRM configuration, access permissions and integrations. [Explore all documentation](https://staging.woodsportal.digitalwoods.io/resources/docs) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Work with record email and activity history Oct 14, 2026Files & Collaboration→](https://woodsportal.digitalwoods.io/en/resources/docs/work-with-record-email-and-activity-history) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Configure object and resource permissions Oct 14, 2026Permissions→](https://woodsportal.digitalwoods.io/en/resources/docs/configure-object-and-resource-permissions) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Manage record associations and association cards Oct 14, 2026CRM Records & Associations→](https://woodsportal.digitalwoods.io/en/resources/docs/manage-record-associations-and-association-cards) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Link newly created records to a portal user contact Oct 14, 2026Authentication & User Access→](https://woodsportal.digitalwoods.io/en/resources/docs/link-newly-created-records-to-a-portal-user-contact) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Configure multi-factor authentication for a portal Oct 14, 2026Authentication & User Access→](https://woodsportal.digitalwoods.io/en/resources/docs/configure-multi-factor-authentication-for-a-portal) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Configure portal navigation and menu items Oct 14, 2026Portal Design & Navigation→](https://woodsportal.digitalwoods.io/en/resources/docs/configure-portal-navigation-and-menu-items) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Understand WoodsPortal file storage and download limits Oct 14, 2026Files & Collaboration→](https://woodsportal.digitalwoods.io/en/resources/docs/understand-woodsportal-file-storage-and-download-limits) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Sign in to a WoodsPortal customer portal Oct 14, 2026Authentication & User Access→](https://woodsportal.digitalwoods.io/en/resources/docs/sign-in-to-a-woodsportal-customer-portal) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Configure table, board, detail, and preview experiences Oct 14, 2026CRM Records & Associations→](https://woodsportal.digitalwoods.io/en/resources/docs/configure-table-board-detail-and-preview-experiences) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Configure record search, filters, pipelines, and stages Oct 14, 2026CRM Records & Associations→](https://woodsportal.digitalwoods.io/en/resources/docs/configure-record-search-filters-pipelines-and-stages) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Configure a WoodsPortal Open Access CRM page Oct 14, 2026Portal Design & Navigation→](https://woodsportal.digitalwoods.io/en/resources/docs/configure-a-woodsportal-open-access-crm-page) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Configure the portal dashboard and dashboard cards Oct 14, 2026Portal Design & Navigation→](https://woodsportal.digitalwoods.io/en/resources/docs/configure-the-portal-dashboard-and-dashboard-cards) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Build portal record forms with conditional associations Oct 14, 2026CRM Records & Associations→](https://woodsportal.digitalwoods.io/en/resources/docs/build-portal-record-forms-with-conditional-associations) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Use the WoodsPortal JavaScript SDK and WoodsCLI Oct 14, 2026Developer Resources→](https://woodsportal.digitalwoods.io/en/resources/docs/use-the-woodsportal-javascript-sdk-and-woodscli) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Add the WoodsPortal client module to HubSpot CMS Oct 14, 2026Automation & Integrations→](https://woodsportal.digitalwoods.io/en/resources/docs/add-the-woodsportal-client-module-to-hubspot-cms) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Choose and resynchronize HubSpot objects Oct 14, 2026CRM Records & Associations→](https://woodsportal.digitalwoods.io/en/resources/docs/choose-and-resynchronize-hubspot-objects) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Choose a WoodsPortal SDK adapter Oct 14, 2026Developer Resources→](https://woodsportal.digitalwoods.io/en/resources/docs/choose-a-woodsportal-sdk-adapter) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Create custom portal roles Oct 14, 2026Permissions→](https://woodsportal.digitalwoods.io/en/resources/docs/create-custom-portal-roles) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Configure associations and association labels Oct 14, 2026CRM Records & Associations→](https://woodsportal.digitalwoods.io/en/resources/docs/configure-associations-and-association-labels) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Install WoodsPortal and complete first-time setup Oct 14, 2026Getting Started & Administration→](https://woodsportal.digitalwoods.io/en/resources/docs/install-woodsportal-and-complete-first-time-setup) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Manage themes and integrations Oct 14, 2026Getting Started & Administration→](https://woodsportal.digitalwoods.io/en/resources/docs/manage-themes-and-integrations) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Use WoodsPortal timeline events and workflow actions Oct 14, 2026Automation & Integrations→](https://woodsportal.digitalwoods.io/en/resources/docs/use-woodsportal-timeline-events-and-workflow-actions) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Create and edit CRM records from a portal Oct 14, 2026CRM Records & Associations→](https://woodsportal.digitalwoods.io/en/resources/docs/create-and-edit-crm-records-from-a-portal) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Review and revoke active sessions Oct 14, 2026Authentication & User Access→](https://woodsportal.digitalwoods.io/en/resources/docs/review-and-revoke-active-sessions) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Create, select, synchronize, and open customer portals Oct 14, 2026Getting Started & Administration→](https://woodsportal.digitalwoods.io/en/resources/docs/create-select-synchronize-and-open-customer-portals) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Switch between available hubs and portals Oct 14, 2026Authentication & User Access→](https://woodsportal.digitalwoods.io/en/resources/docs/switch-between-available-hubs-and-portals) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Preview, download, and copy links to files Oct 14, 2026Files & Collaboration→](https://woodsportal.digitalwoods.io/en/resources/docs/preview-download-and-copy-links-to-files) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Use guided help and manage administrator settings Oct 14, 2026Getting Started & Administration→](https://woodsportal.digitalwoods.io/en/resources/docs/use-guided-help-and-manage-administrator-settings) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Verify your email and recover account access Oct 14, 2026Authentication & User Access→](https://woodsportal.digitalwoods.io/en/resources/docs/verify-your-email-and-recover-account-access) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Install the WoodsPortal HubSpot app and use CRM cards Oct 14, 2026Automation & Integrations→](https://woodsportal.digitalwoods.io/en/resources/docs/install-the-woodsportal-hubspot-app-and-use-crm-cards) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Control property visibility and editability Oct 14, 2026CRM Records & Associations→](https://woodsportal.digitalwoods.io/en/resources/docs/control-property-visibility-and-editability) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Use My Drive and Shared Drive Oct 14, 2026Files & Collaboration→](https://woodsportal.digitalwoods.io/en/resources/docs/use-my-drive-and-shared-drive) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Track jobs, notifications, and product updates Oct 14, 2026Getting Started & Administration→](https://woodsportal.digitalwoods.io/en/resources/docs/track-jobs-notifications-and-product-updates) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Navigate nested related records in a portal Oct 14, 2026CRM Records & Associations→](https://woodsportal.digitalwoods.io/en/resources/docs/navigate-nested-related-records-in-a-portal) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Sign in to WoodsPortal as an administrator Oct 14, 2026Authentication & User Access→](https://woodsportal.digitalwoods.io/en/resources/docs/sign-in-to-woodsportal-as-an-administrator) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Understand contact access webhooks Oct 14, 2026Automation & Integrations→](https://woodsportal.digitalwoods.io/en/resources/docs/understand-contact-access-webhooks) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Invite portal users and manage portal access Oct 14, 2026Authentication & User Access→](https://woodsportal.digitalwoods.io/en/resources/docs/invite-portal-users-and-manage-portal-access) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Customize portal branding and the login experience Oct 14, 2026Portal Design & Navigation→](https://woodsportal.digitalwoods.io/en/resources/docs/customize-portal-branding-and-the-login-experience) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Set up an authenticator app, backup codes, or a passkey Oct 14, 2026Authentication & User Access→](https://woodsportal.digitalwoods.io/en/resources/docs/set-up-an-authenticator-app-backup-codes-or-a-passkey) ### [PORTAL RESOURCE 01 → 02 → 03 Knowledge Base↗ Add record notes, images, and attachments Oct 14, 2026Files & Collaboration→](https://woodsportal.digitalwoods.io/en/resources/docs/add-record-notes-images-and-attachments) **No matches for that search.** Try another keyword or browse the full library. Clear filters ↗ Show more resources ↓ Page 1[Older resources →](https://woodsportal.digitalwoods.io/en/resources/author/admin/page/2) 03 EXPLORE BY TOPIC ## Find your area of focus. Explore resources by portal type or technical topic. 01 / BY AUDIENCEThe experience you're building Customer & service portals ↗ Partner portals ↗ Dealer portals ↗ Vendor portals ↗ Membership portals ↗ 02 / BY PRACTICAL TOPICThe problem you're solving CRM data & associations ↗ Permissions & security ↗ Automation & workflows ↗ Files & collaboration ↗ Development & architecture ↗ 04 GO FURTHER ## Explore more of WoodsPortal. Find documentation, explore portal use cases and see customer stories. 03 / LEARN FROM EVIDENCE **Customer stories**Implementation perspectives ### Customer stories Explore real customer implementations as they become available. Customer stories coming soon 05 PUT IT INTO PRACTICE ## Ready to see WoodsPortal in action? Explore the product or book a walkthrough. [Book a Meeting ↗](https://digitalwoods.io/meetings/woodsportal/demo) A CONVERSATION ABOUT YOUR PORTAL ## Book a meeting. Choose a convenient time to discuss your HubSpot portal. × Prefer to open the booking calendar in a new tab? [Open meeting calendar ↗](https://digitalwoods.io/meetings/woodsportal/demo) × COMING SOON ## This resource is in preparation We are preparing this resource for the WoodsPortal library. Explore other topics in the collection, or talk with our team about your portal plans. Return to resources ↗ [![WoodsPortal](https://woodsportal.digitalwoods.io/hs-fs/hubfs/woodsportal-2026/v3234/assets/woodsportal-logo.png?width=393&height=50&name=woodsportal-logo.png)](https://woodsportal.digitalwoods.io/) Your HubSpot. Their experience.A complete portal, ready to make your own. [Book a Meeting ↗](https://digitalwoods.io/meetings/woodsportal/demo) ## Product [Overview](https://woodsportal.digitalwoods.io/product) [Pricing](https://staging.woodsportal.digitalwoods.io/pricing) ## Solutions [Customer Portals](https://woodsportal.digitalwoods.io/use-cases/hubspot-customer-portal) [Partner Portals](https://woodsportal.digitalwoods.io/use-cases/hubspot-partner-portal) [Dealer Portals](https://woodsportal.digitalwoods.io/use-cases/hubspot-dealer-portal) [Vendor Portals](https://woodsportal.digitalwoods.io/use-cases/hubspot-vendor-portal) [Member Portals](https://woodsportal.digitalwoods.io/use-cases/hubspot-membership-portal) ## Resources [Blog](https://woodsportal.digitalwoods.io/en/resources) [Knowledge Base](https://woodsportal.digitalwoods.io/resources/docs) [Developer Documentation](https://developer.dev.woodsportal.com/) ## Company [DigitalWoods](https://digitalwoods.io) [Trust Center](https://trust.digitalwoods.io/) [HubSpot Marketplace](https://ecosystem.hubspot.com/marketplace/listing/woodsportal) [Privacy policy](https://digitalwoods.io/privacy-policy)[Terms of service](https://digitalwoods.io/terms-of-service)[Frontend license](https://github.com/Digital-Woods/WoodsPortal-Frontend/blob/main/LICENSE.txt) © 2026 DigitalWoods Technologies Inc.WoodsPortal is a DigitalWoods product. Northstar, Horizon and Riverside scenarios and portraits are illustrative, not customer testimonials.