---
title: Sign in to a WoodsPortal customer portal
description: Learn how to sign in to your WoodsPortal customer portal, use available authentication methods, complete MFA and troubleshoot access issues.
---

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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)

Authentication & User Access

# Sign in to a WoodsPortal customer portal

October 14, 2026By [Admin](https://woodsportal.digitalwoods.io/en/resources/author/admin)

Sign in to your WoodsPortal customer portal with the email address provided to your organization. The sign-in options you see depend on your portal settings and the methods enabled for your account.

## Sign in

1. Open the customer portal URL supplied by your organization.
2. Enter your email address and continue.
3. Choose one of the methods shown for your account, such as password, configured SSO, passkey, or email sign-in link.
4. Complete the selected method.
5. Complete multi-factor authentication if the portal requires it.
6. After sign-in, confirm that the correct portal opens.

## How method availability works

- Password, SSO, passkey, and email sign-in link options appear only when the portal policy and user enrollment allow them.
- A passkey-first option appears only when passkeys are allowed and the user has an enrolled passkey.
- Email sign-in links are configuration-dependent and are disabled by default in the current implementation.
- Multi-factor authentication may still be required after SSO or another primary sign-in method.

## Troubleshooting

- If no method is available, confirm that the email address matches the invited portal user.
- If the wrong portal opens, use the portal switcher when your account has access to more than one portal.
- If a sign-in link does not arrive, request a new link only when that method is shown and check the newest message.
- If the account is temporarily locked after failed password attempts, wait for the lockout to expire or use an approved recovery path.

![KB-AUTH-02 customer-login-options](https://woodsportal.digitalwoods.io/hubfs/Imported_Blog_Media/KB-AUTH-02_customer-login-options.png)

*Example customer sign-in screen. Available sign-in methods vary according to portal settings and your account.*

[← 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)

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A CONVERSATION ABOUT YOUR PORTAL

## Book a meeting.

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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.

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[![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.

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