--- title: Configure associations and association labels description: Use the WoodsPortal Association Builder to configure related-object paths, association labels and record relationships for portal access. --- [Skip to content](https://woodsportal.digitalwoods.io/en/resources/docs/configure-associations-and-association-labels#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) [Documentation](https://staging.woodsportal.digitalwoods.io/resources/docs) Search documentation⌘ K [Resources](https://staging.woodsportal.digitalwoods.io/resources)/[Documentation](https://staging.woodsportal.digitalwoods.io/resources/docs)/CRM Records & Associations Browse topics › On this page ⌄ KNOWLEDGE BASE Getting Started & Administration [Create, select, synchronize, and open customer portals](https://woodsportal.digitalwoods.io/en/resources/docs/create-select-synchronize-and-open-customer-portals)[Install WoodsPortal and complete first-time setup](https://woodsportal.digitalwoods.io/en/resources/docs/install-woodsportal-and-complete-first-time-setup)[Manage themes and integrations](https://woodsportal.digitalwoods.io/en/resources/docs/manage-themes-and-integrations)[Track jobs, notifications, and product updates](https://woodsportal.digitalwoods.io/en/resources/docs/track-jobs-notifications-and-product-updates)[Use guided help and manage administrator settings](https://woodsportal.digitalwoods.io/en/resources/docs/use-guided-help-and-manage-administrator-settings) Authentication & User Access [Configure multi-factor authentication for a portal](https://woodsportal.digitalwoods.io/en/resources/docs/configure-multi-factor-authentication-for-a-portal)[Invite portal users and manage portal access](https://woodsportal.digitalwoods.io/en/resources/docs/invite-portal-users-and-manage-portal-access)[Link newly created records to a portal user contact](https://woodsportal.digitalwoods.io/en/resources/docs/link-newly-created-records-to-a-portal-user-contact)[Review and revoke active sessions](https://woodsportal.digitalwoods.io/en/resources/docs/review-and-revoke-active-sessions)[Set up an authenticator app, backup codes, or a passkey](https://woodsportal.digitalwoods.io/en/resources/docs/set-up-an-authenticator-app-backup-codes-or-a-passkey)[Sign in to a WoodsPortal customer portal](https://woodsportal.digitalwoods.io/en/resources/docs/sign-in-to-a-woodsportal-customer-portal)[Sign in to WoodsPortal as an administrator](https://woodsportal.digitalwoods.io/en/resources/docs/sign-in-to-woodsportal-as-an-administrator)[Switch between available hubs and portals](https://woodsportal.digitalwoods.io/en/resources/docs/switch-between-available-hubs-and-portals)[Verify your email and recover account access](https://woodsportal.digitalwoods.io/en/resources/docs/verify-your-email-and-recover-account-access) Portal Design & Navigation [Configure a WoodsPortal Open Access CRM page](https://woodsportal.digitalwoods.io/en/resources/docs/configure-a-woodsportal-open-access-crm-page)[Configure portal navigation and menu items](https://woodsportal.digitalwoods.io/en/resources/docs/configure-portal-navigation-and-menu-items)[Configure the portal dashboard and dashboard cards](https://woodsportal.digitalwoods.io/en/resources/docs/configure-the-portal-dashboard-and-dashboard-cards)[Customize portal branding and the login experience](https://woodsportal.digitalwoods.io/en/resources/docs/customize-portal-branding-and-the-login-experience) CRM Records & Associations [Build portal record forms with conditional associations](https://woodsportal.digitalwoods.io/en/resources/docs/build-portal-record-forms-with-conditional-associations)[Choose and resynchronize HubSpot objects](https://woodsportal.digitalwoods.io/en/resources/docs/choose-and-resynchronize-hubspot-objects)[Configure associations and association labels](https://woodsportal.digitalwoods.io/en/resources/docs/configure-associations-and-association-labels)[Configure record search, filters, pipelines, and stages](https://woodsportal.digitalwoods.io/en/resources/docs/configure-record-search-filters-pipelines-and-stages)[Configure table, board, detail, and preview experiences](https://woodsportal.digitalwoods.io/en/resources/docs/configure-table-board-detail-and-preview-experiences)[Control property visibility and editability](https://woodsportal.digitalwoods.io/en/resources/docs/control-property-visibility-and-editability)[Create and edit CRM records from a portal](https://woodsportal.digitalwoods.io/en/resources/docs/create-and-edit-crm-records-from-a-portal)[Manage record associations and association cards](https://woodsportal.digitalwoods.io/en/resources/docs/manage-record-associations-and-association-cards)[Navigate nested related records in a portal](https://woodsportal.digitalwoods.io/en/resources/docs/navigate-nested-related-records-in-a-portal) Files & Collaboration [Add record notes, images, and attachments](https://woodsportal.digitalwoods.io/en/resources/docs/add-record-notes-images-and-attachments)[Preview, download, and copy links to files](https://woodsportal.digitalwoods.io/en/resources/docs/preview-download-and-copy-links-to-files)[Understand WoodsPortal file storage and download limits](https://woodsportal.digitalwoods.io/en/resources/docs/understand-woodsportal-file-storage-and-download-limits)[Use My Drive and Shared Drive](https://woodsportal.digitalwoods.io/en/resources/docs/use-my-drive-and-shared-drive)[Work with record email and activity history](https://woodsportal.digitalwoods.io/en/resources/docs/work-with-record-email-and-activity-history) Permissions & Security [Configure object and resource permissions](https://woodsportal.digitalwoods.io/en/resources/docs/configure-object-and-resource-permissions)[Create custom portal roles](https://woodsportal.digitalwoods.io/en/resources/docs/create-custom-portal-roles) Automation & Integrations [Add the WoodsPortal client module to HubSpot CMS](https://woodsportal.digitalwoods.io/en/resources/docs/add-the-woodsportal-client-module-to-hubspot-cms)[Install the WoodsPortal HubSpot app and use CRM cards](https://woodsportal.digitalwoods.io/en/resources/docs/install-the-woodsportal-hubspot-app-and-use-crm-cards)[Understand contact access webhooks](https://woodsportal.digitalwoods.io/en/resources/docs/understand-contact-access-webhooks)[Use WoodsPortal timeline events and workflow actions](https://woodsportal.digitalwoods.io/en/resources/docs/use-woodsportal-timeline-events-and-workflow-actions) Developer Resources [Choose a WoodsPortal SDK adapter](https://woodsportal.digitalwoods.io/en/resources/docs/choose-a-woodsportal-sdk-adapter)[Use the WoodsPortal JavaScript SDK and WoodsCLI](https://woodsportal.digitalwoods.io/en/resources/docs/use-the-woodsportal-javascript-sdk-and-woodscli) [All documentation ↗](https://staging.woodsportal.digitalwoods.io/resources/docs) CRM Records & Associations # Configure associations and association labels October 14, 2026By [Admin](https://woodsportal.digitalwoods.io/en/resources/author/admin) The Association Builder defines the related-object paths used by a portal and distinguishes relationships shown to users from relationships used to determine access. ## Build the association graph 1. Open the correct object configuration in https://app.woodsportal.com. 2. Open Associations. 3. Add the required root objects. 4. Connect child objects along the relationship paths the portal needs. 5. Inspect each association forest and confirm that the source and target objects are correct. 6. Remove an eligible leaf when a relationship is no longer required. 7. Save the graph and monitor any background synchronization job. ## Configure labels - Use display labels for relationships that portal users should see. - Use access labels for associations that authorize record access. - Confirm the matching HubSpot association labels before relying on them in the portal. - Do not assume that every visible association also grants access. ## Graph rules - The Contact appears once as the identity root. - The canonical graph supports one primary mediator and multiple portal roots. - Administrative graph expansion is capped at 48 instances. - Opening a legacy graph does not migrate it automatically. Use Sync graph when the migration banner indicates it is required. ## Troubleshooting - If a path is missing, confirm the HubSpot association and the configured graph edge. - If a legacy configuration is shown, run the explicit synchronization and wait for the job result. - If a record is visible but inaccessible, review the access association label, user scope, and object permissions. ![KB-ASC-01 association-builder](https://woodsportal.digitalwoods.io/hubfs/Imported_Blog_Media/KB-ASC-01_association-builder.png) *Figure: Map the contact identity object to related HubSpot objects in the Association Builder.* [← All documentation](https://staging.woodsportal.digitalwoods.io/resources/docs)[Explore resources ↗](https://staging.woodsportal.digitalwoods.io/resources) ON THIS PAGE Need a hand?[Book a Meeting ↗](https://digitalwoods.io/meetings/woodsportal/demo) WOODSPORTAL ## Ready to see WoodsPortal in action? Explore the product or book a walkthrough. [Explore the product ↗](https://staging.woodsportal.digitalwoods.io/product) [Book a Meeting ↗](https://digitalwoods.io/meetings/woodsportal/demo) WOODS PORTAL**Documentation topics** × Getting Started & Administration [Create, select, synchronize, and open customer portals](https://woodsportal.digitalwoods.io/en/resources/docs/create-select-synchronize-and-open-customer-portals)[Install WoodsPortal and complete first-time setup](https://woodsportal.digitalwoods.io/en/resources/docs/install-woodsportal-and-complete-first-time-setup)[Manage themes and integrations](https://woodsportal.digitalwoods.io/en/resources/docs/manage-themes-and-integrations)[Track jobs, notifications, and product updates](https://woodsportal.digitalwoods.io/en/resources/docs/track-jobs-notifications-and-product-updates)[Use guided help and manage administrator settings](https://woodsportal.digitalwoods.io/en/resources/docs/use-guided-help-and-manage-administrator-settings) Authentication & User Access [Configure multi-factor authentication for a portal](https://woodsportal.digitalwoods.io/en/resources/docs/configure-multi-factor-authentication-for-a-portal)[Invite portal users and manage portal access](https://woodsportal.digitalwoods.io/en/resources/docs/invite-portal-users-and-manage-portal-access)[Link newly created records to a portal user contact](https://woodsportal.digitalwoods.io/en/resources/docs/link-newly-created-records-to-a-portal-user-contact)[Review and revoke active sessions](https://woodsportal.digitalwoods.io/en/resources/docs/review-and-revoke-active-sessions)[Set up an authenticator app, backup codes, or a passkey](https://woodsportal.digitalwoods.io/en/resources/docs/set-up-an-authenticator-app-backup-codes-or-a-passkey)[Sign in to a WoodsPortal customer portal](https://woodsportal.digitalwoods.io/en/resources/docs/sign-in-to-a-woodsportal-customer-portal)[Sign in to WoodsPortal as an administrator](https://woodsportal.digitalwoods.io/en/resources/docs/sign-in-to-woodsportal-as-an-administrator)[Switch between available hubs and portals](https://woodsportal.digitalwoods.io/en/resources/docs/switch-between-available-hubs-and-portals)[Verify your email and recover account access](https://woodsportal.digitalwoods.io/en/resources/docs/verify-your-email-and-recover-account-access) Portal Design & Navigation [Configure a WoodsPortal Open Access CRM page](https://woodsportal.digitalwoods.io/en/resources/docs/configure-a-woodsportal-open-access-crm-page)[Configure portal navigation and menu items](https://woodsportal.digitalwoods.io/en/resources/docs/configure-portal-navigation-and-menu-items)[Configure the portal dashboard and dashboard cards](https://woodsportal.digitalwoods.io/en/resources/docs/configure-the-portal-dashboard-and-dashboard-cards)[Customize portal branding and the login experience](https://woodsportal.digitalwoods.io/en/resources/docs/customize-portal-branding-and-the-login-experience) CRM Records & Associations [Build portal record forms with conditional associations](https://woodsportal.digitalwoods.io/en/resources/docs/build-portal-record-forms-with-conditional-associations)[Choose and resynchronize HubSpot objects](https://woodsportal.digitalwoods.io/en/resources/docs/choose-and-resynchronize-hubspot-objects)[Configure associations and association labels](https://woodsportal.digitalwoods.io/en/resources/docs/configure-associations-and-association-labels)[Configure record search, filters, pipelines, and stages](https://woodsportal.digitalwoods.io/en/resources/docs/configure-record-search-filters-pipelines-and-stages)[Configure table, board, detail, and preview experiences](https://woodsportal.digitalwoods.io/en/resources/docs/configure-table-board-detail-and-preview-experiences)[Control property visibility and editability](https://woodsportal.digitalwoods.io/en/resources/docs/control-property-visibility-and-editability)[Create and edit CRM records from a portal](https://woodsportal.digitalwoods.io/en/resources/docs/create-and-edit-crm-records-from-a-portal)[Manage record associations and association cards](https://woodsportal.digitalwoods.io/en/resources/docs/manage-record-associations-and-association-cards)[Navigate nested related records in a portal](https://woodsportal.digitalwoods.io/en/resources/docs/navigate-nested-related-records-in-a-portal) Files & Collaboration [Add record notes, images, and attachments](https://woodsportal.digitalwoods.io/en/resources/docs/add-record-notes-images-and-attachments)[Preview, download, and copy links to files](https://woodsportal.digitalwoods.io/en/resources/docs/preview-download-and-copy-links-to-files)[Understand WoodsPortal file storage and download limits](https://woodsportal.digitalwoods.io/en/resources/docs/understand-woodsportal-file-storage-and-download-limits)[Use My Drive and Shared Drive](https://woodsportal.digitalwoods.io/en/resources/docs/use-my-drive-and-shared-drive)[Work with record email and activity history](https://woodsportal.digitalwoods.io/en/resources/docs/work-with-record-email-and-activity-history) Permissions & Security [Configure object and resource permissions](https://woodsportal.digitalwoods.io/en/resources/docs/configure-object-and-resource-permissions)[Create custom portal roles](https://woodsportal.digitalwoods.io/en/resources/docs/create-custom-portal-roles) Automation & Integrations [Add the WoodsPortal client module to HubSpot CMS](https://woodsportal.digitalwoods.io/en/resources/docs/add-the-woodsportal-client-module-to-hubspot-cms)[Install the WoodsPortal HubSpot app and use CRM cards](https://woodsportal.digitalwoods.io/en/resources/docs/install-the-woodsportal-hubspot-app-and-use-crm-cards)[Understand contact access webhooks](https://woodsportal.digitalwoods.io/en/resources/docs/understand-contact-access-webhooks)[Use WoodsPortal timeline events and workflow actions](https://woodsportal.digitalwoods.io/en/resources/docs/use-woodsportal-timeline-events-and-workflow-actions) Developer Resources [Choose a WoodsPortal SDK adapter](https://woodsportal.digitalwoods.io/en/resources/docs/choose-a-woodsportal-sdk-adapter)[Use the WoodsPortal JavaScript SDK and WoodsCLI](https://woodsportal.digitalwoods.io/en/resources/docs/use-the-woodsportal-javascript-sdk-and-woodscli) [All documentation ↗](https://staging.woodsportal.digitalwoods.io/resources/docs) Search documentation × Search article titles and documentation topics 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. ```json { "@context" : "https://schema.org", "@id" : "https://woodsportal.digitalwoods.io/en/resources/docs/configure-associations-and-association-labels#article", "@type" : "TechArticle", "description" : "Use the WoodsPortal Association Builder to configure related-object paths, association labels and record relationships for portal access.", "headline" : "Configure associations and association labels", "mainEntityOfPage" : "https://woodsportal.digitalwoods.io/en/resources/docs/configure-associations-and-association-labels", "url" : "https://woodsportal.digitalwoods.io/en/resources/docs/configure-associations-and-association-labels" } ``` ```json { "@context" : "https://schema.org", "@type" : "BreadcrumbList", "itemListElement" : [ { "@type" : "ListItem", "item" : "https://staging.woodsportal.digitalwoods.io/resources", "name" : "Resources", "position" : 1 }, { "@type" : "ListItem", "item" : "https://staging.woodsportal.digitalwoods.io/resources/docs", "name" : "Documentation", "position" : 2 }, { "@type" : "ListItem", "item" : "https://woodsportal.digitalwoods.io/en/resources/docs/configure-associations-and-association-labels", "name" : "Configure associations and association labels", "position" : 3 } ] } ``` ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Admin", "url" : "https://woodsportal.digitalwoods.io/en/resources/author/admin" }, "dateModified" : "2026-10-16T04:02:06.804Z", "datePublished" : "2026-10-14T23:05:53.000Z", "headline" : "Configure associations and association labels", "mainEntityOfPage" : { "@id" : "https://woodsportal.digitalwoods.io/en/resources/docs/configure-associations-and-association-labels", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://woodsportal.digitalwoods.io/hubfs/digitalWoods%20logo.png" }, "name" : "DigitalWoods Technologies Inc" } } ```