Oct 10Open
The product
A place to get work done. Built around your HubSpot.
Give customers and partners a ready-to-use workspace for HubSpot records, files, conversations and support. Configure access and actions for each audience.
Inside the customer portalSelect a tab to explore the portal.
Northstar SystemsCustomer Portal
Customer accessEmma Chen⌄
PROJECT RECORD
Workplace Upgrade: Delivery
Riverside Group · Customer implementation
In progress
Project details
CustomerRiverside Group
Project managerJames Carter
Planned completion30 Nov 2026
Project files
Documents connected to this project
Implementation DocumentsProject folder
⌄Riverside floor plan v2.pdfProject document
4.2 MBInstallation schedule.pdfProject document
1.8 MBHandover DocumentsProject folder
›Project notes
Conversations kept with the work
Thanks for uploading the floor plan. Can you confirm whether the meeting rooms are included in this revision?
Yes. The meeting room layout is included in Riverside floor plan v2.pdf. I'll follow up on the network connection ticket separately.
Project emails
Communication in the project record
Riverside Workplace Upgrade: revised plans
The updated Riverside floor plan has been added to the project's documents. You can find it in the Files tab alongside the installation schedule.
Illustrative email content, shown within the project context
Support ticketsRequests connected to the Riverside project · Illustrative
3 tickets
Meeting room network connection#2041 · Workplace Upgrade: Delivery
In progressInstaller access request#2043 · Workplace Upgrade: Delivery
OpenUpdated floor plan confirmation#2037 · Workplace Upgrade: Delivery
ResolvedOpen1
In progress1
Oct 11In progress
Resolved1
Oct 09Resolved
Support ticketsYour support requests · Illustrative
3 tickets
Meeting room network connection#2041 · Workplace Upgrade: Delivery
In progressInstaller access request#2043 · Workplace Upgrade: Delivery
OpenUpdated floor plan confirmation#2037 · Workplace Upgrade: Delivery
ResolvedOpen1
Oct 10Open
In progress1
Oct 11In progress
Resolved1
Oct 09Resolved
Example portal using illustrative Northstar and Riverside records.Explore the product features ↓
Connected recordsStandard and custom HubSpot objects
Audience accessConfigurable views and permissions
Files and conversationsWork alongside the records
Connected activityEvents and actions within HubSpot
Ready from day one
Start with the portal. Shape it to your business.
Start with a ready-to-use portal. Configure the records, views and actions each audience needs.
01Use the existing frontend with its navigation, records and collaboration tools.
02Choose how your customers and partners interact with HubSpot information.
03Unlimited internal and external portal users. Every plan.
One platform. Different experiences.Illustrative portal views
Customer portal
My projectsRiverside Group
Workplace UpgradeIn progress
Support ticket1 open
Project documentsFiles
Partner portal
Partner opportunitiesHorizon Integrators
Enterprise rolloutProposal
Active opportunitiesDeals
Shared contactsPeople
◈
Both experiences draw from your connected HubSpot data. The information available to each audience follows your configuration.
Related to this projectConceptual relationship example
Project · HubSpot record
Workplace Upgrade: DeliveryRiverside Group · In progress
Tickets
Meeting room networkSupport request
Related ticketContacts
Emma ChenRiverside Group
Customer contactRelated records
Implementation phaseNested relationship
Project deliveryNested object relationships and association labels can keep relevant information together.
HubSpot records, connected
Keep the full relationship in view.
Bring standard and custom HubSpot objects, nested relationships and association labels into one connected view.
Work that moves forward
Give people the tools to move work forward.
Let people update records, share files, exchange notes and manage support in one place.
Projects › Riverside Workplace Upgrade
Workplace Upgrade: Delivery
Overview
CustomerRiverside Group
Project managerJames Carter
StatusIn progress
Target completion30 Nov 2026
01 / Records
See and update what matters.
Give external users the relevant HubSpot record information and, where you allow it, the ability to create or edit records.
- Standard and custom objects
- Connected related records
- Configurable create and edit access
Projects › Riverside Workplace Upgrade: Delivery
Workplace Upgrade: Delivery
OverviewFilesNotesEmailsTickets
⌄ ▱ Home
Implementation Documents⌄
Riverside floor plan v2.pdf
Installation schedule.pdf
Handover Documents›
02 / Files
Put the right files where the work happens.
Keep documents with the records they belong to. Organize files into nested folders and control access within the portal.
- Uploads and downloads
- Nested folders
- File visibility and permissions
Projects › Riverside Workplace Upgrade: Delivery
Workplace Upgrade: Delivery
OverviewFilesNotesEmailsTickets
Notes2 notes on this project
Emma Chen
Customer · Riverside Group
Today · 10:42 AM
Thanks for uploading the floor plan. Can you confirm whether the meeting rooms are included in this revision?
James Carter
Northstar project team
Today · 11:08 AM
Yes. The meeting room layout is included in Riverside floor plan v2.pdf. I'll follow up on the network connection ticket separately.
03 / Notes
Keep the conversation in context.
Customers and your internal team can exchange notes about a shared record, so the discussion remains connected to the project instead of scattered across messages.
- Two-way notes
- Record-linked conversations
- Connected HubSpot activity
Support ticketsRequests connected to the Riverside project · Illustrative
3 tickets
Meeting room network connection#2041 · Workplace Upgrade: Delivery
In progressInstaller access request#2043 · Workplace Upgrade: Delivery
OpenUpdated floor plan confirmation#2037 · Workplace Upgrade: Delivery
ResolvedOpen1
Oct 10Open
In progress1
Oct 11In progress
Resolved1
Oct 09Resolved
04 / Support
Keep requests easy to follow.
Provide a clear view of support tickets and their connection to a customer's wider relationship with your team.
- Tickets linked with relevant records
- Visibility shaped by access settings
- Support context alongside work
Configurable access
Make the experience relevant to each audience.
Configure roles and permissions so customers, partners and other audiences see the right records and can take the right actions.
Customer and partner portals can serve distinct needs while remaining connected to your HubSpot records.
Example access experience
Riverside GroupCustomer portal
My workspace
The view configured for the customer
My projectsVisible
Support ticketsVisible
Shared documentsVisible
Customer perspective
Updates without the back-and-forth.Project information, files and support stay connected to the customer's work.
- Relevant records
- Appropriate actions
- Controlled file access
Horizon IntegratorsPartner portal
Partner workspace
The view configured for the partner
Partner opportunitiesVisible
Associated contactsVisible
Shared filesVisible
Partner perspective
Collaboration with the right context.Give partners appropriate access to the opportunities and records they work with.
- Associated opportunities
- Role-based visibility
- Controlled contributions
Illustration of configured visibility. Not a screenshot of the administrator permissions interface.
Connected to HubSpot
Keep outside activity connected to HubSpot.
Keep portal activity visible in HubSpot and extend your processes with WoodsPortal workflow actions.
HubSpot record activity
See the context from inside HubSpot.
Find related notes and file activity on the HubSpot record timeline.
Developer documentation
⌕ Find in HubSpot✦ Breeze AssistantNorthstar ▾All activitiesNotesEmailsCallsTasksMeetings
⌕ Search activities☷ Filters
October 2026
⌄ WoodsPortal · Note CreatedOct 11, 2026 · 10:42 AM
Note created on Project
Can you confirm whether the meeting rooms are included in this revision?
Portal: Customer Portal
By: Emma Chen
⌄ WoodsPortal · File UploadedOct 10, 2026
Riverside floor plan v2.pdf
Connected activity
HubSpot timeline events
Relevant portal activity can be recorded against HubSpot CRM records.
WoodsPortal activity→HubSpot timeline
Workflow actions
Workflow actions
WoodsPortal provides actions that can be used within HubSpot workflows.
HubSpot workflow→WoodsPortal action
Room to make it yours
Start with WoodsPortal. Make the frontend your own.
Use the included portal interface, customize its open-source frontend or work with DigitalWoods on a tailored experience.
Frontend source: Apache License 2.0. WoodsPortal uses a separate backend. Custom interface examples are illustrative.
Ready to connect?
Give every audience a better way to work with you.
Start with WoodsPortal and shape the experience around your business.
Looking for more detail on setup, integrations and customization?
Explore developer documentation ↗