--- title: Configure the portal dashboard and dashboard cards description: Build WoodsPortal dashboard cards with relevant text, CRM values, dates and links, and arrange them into a useful customer landing experience. --- [Skip to content](https://woodsportal.digitalwoods.io/en/resources/docs/configure-the-portal-dashboard-and-dashboard-cards#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 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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)/Portal Design & Navigation 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) Portal Design & Navigation # Configure the portal dashboard and dashboard cards October 14, 2026By [Admin](https://woodsportal.digitalwoods.io/en/resources/author/admin) Administrators can build a useful landing experience by enabling dashboard cards, choosing their layout, and presenting customer-relevant text, CRM values, dates, and links. ## Plan the dashboard - Decide which information should help a portal user take the next action after signing in. - Use cards for concise summaries, status information, instructions, or links. Put detailed workflows on dedicated portal pages. - Confirm that any CRM property used in a card is appropriate for the intended audience. ## Create and arrange dashboard cards - Open the intended HubSpot CMS page, select the WoodsPortal module, and expand Dashboard. - Enable the cards that should appear on the portal dashboard. - Choose Grid or List based on the amount of content and the expected screen size. - Arrange the cards in the order portal users should read them. - Select Apply changes after each meaningful change. ## Add customer-relevant content - Use rich text for headings, short instructions, and explanatory copy. - Insert supported contact or primary-company property tokens when a value should be personalized for the signed-in user. - Insert the current date only where the date provides useful context. - Present supported property values as text, a button, or a link according to the action the user should take. - When a link action is configured, choose whether it should open in a new tab or an embedded frame only after testing the destination. ## Test the customer experience - Open the customer portal with a representative test user. - Confirm that every personalized value comes from the intended contact or company record. - Confirm that cards do not expose properties the user is not permitted to see. - Test buttons and links, including destinations opened in a new tab or embedded frame. - Check the card order and readability at desktop and mobile-width screen sizes. ## Troubleshooting - If a token is blank, confirm that the source property has a value on the test contact or primary company. - If a link will not open in an embedded frame, use a normal link or new-tab action because some websites block embedding. - If a card is missing, confirm that it is enabled, saved, and assigned to the selected portal. ![KB-DES-02 dashboard-editor-and-portal](https://woodsportal.digitalwoods.io/hubfs/Imported_Blog_Media/KB-DES-02_dashboard-editor-and-portal.png) Figure: Configure dashboard content, personalization tokens, and Grid or List view in the HubSpot CMS module editor, then verify the customer dashboard. [← 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. 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