WoodsPortal Resources

Work with record email and activity history

Admin — Wed, 14 Oct 2026 23:06:06 GMT

When enabled for an authorized record, WoodsPortal can show email interactions and paginated activity history. Available email actions and recipient choices depend on your portal configuration and permissions.

Configure object and resource permissions

Admin — Wed, 14 Oct 2026 23:06:05 GMT

WoodsPortal separates object permissions from resource permissions so administrators can control record access and actions such as file, folder, note, email, and profile operations.

Manage record associations and association cards

Admin — Wed, 14 Oct 2026 23:06:04 GMT

Authorized portal users can add or remove eligible record associations, while administrators control the related-record fields shown on association cards.

Link newly created records to a portal user contact

Admin — Wed, 14 Oct 2026 23:06:04 GMT

When contact linking is enabled for an object, a record created by a signed-in portal user can automatically associate with that user’s HubSpot contact.

Configure multi-factor authentication for a portal

Admin — Wed, 14 Oct 2026 23:06:03 GMT

Tenant administrators can require multi-factor authentication for a specific portal and select the methods portal users may use.

Configure portal navigation and menu items

Admin — Wed, 14 Oct 2026 23:06:02 GMT

Administrators can organize portal navigation around the records, resources, and external destinations that customers need, using clear customer-facing labels and a deliberate menu order.

Understand WoodsPortal file storage and download limits

Admin — Wed, 14 Oct 2026 23:06:01 GMT

WoodsPortal customer files are stored in the connected HubSpot File Manager. The approved current maximum is 1 GB per file, while total storage follows the connected HubSpot account and current HubSpot terms.

Sign in to a WoodsPortal customer portal

Admin — Wed, 14 Oct 2026 23:06:00 GMT

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.

Configure table, board, detail, and preview experiences

Admin — Wed, 14 Oct 2026 23:06:00 GMT

Separate WoodsPortal builders control the fields and order used in table, board, record-detail, preview, and association-card contexts.

Configure record search, filters, pipelines, and stages

Admin — Wed, 14 Oct 2026 23:05:59 GMT

Administrators configure object pipelines and stage visibility, while portal users can search and filter permitted list records by the available pipeline and stage.