--- title: Configure portal navigation and menu items description: Configure WoodsPortal navigation labels, menu order, record links and external destinations for a clear customer portal experience. --- [Skip to content](https://woodsportal.digitalwoods.io/resources/docs/configure-portal-navigation-and-menu-items#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://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://woodsportal.digitalwoods.io/resources/docs) Search documentation⌘ K [Resources](https://woodsportal.digitalwoods.io/resources)/[Documentation](https://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/resources/docs/create-select-synchronize-and-open-customer-portals)[Install WoodsPortal and complete first-time setup](https://woodsportal.digitalwoods.io/resources/docs/install-woodsportal-and-complete-first-time-setup)[Manage themes and integrations](https://woodsportal.digitalwoods.io/resources/docs/manage-themes-and-integrations)[Track jobs, notifications, and product updates](https://woodsportal.digitalwoods.io/resources/docs/track-jobs-notifications-and-product-updates)[Use guided help and manage administrator settings](https://woodsportal.digitalwoods.io/resources/docs/use-guided-help-and-manage-administrator-settings) Authentication & User Access [Configure multi-factor authentication for a portal](https://woodsportal.digitalwoods.io/resources/docs/configure-multi-factor-authentication-for-a-portal)[Invite portal users and manage portal access](https://woodsportal.digitalwoods.io/resources/docs/invite-portal-users-and-manage-portal-access)[Link newly created records to a portal user contact](https://woodsportal.digitalwoods.io/resources/docs/link-newly-created-records-to-a-portal-user-contact)[Review and revoke active sessions](https://woodsportal.digitalwoods.io/resources/docs/review-and-revoke-active-sessions)[Set up an authenticator app, backup codes, or a passkey](https://woodsportal.digitalwoods.io/resources/docs/set-up-an-authenticator-app-backup-codes-or-a-passkey)[Sign in to a WoodsPortal customer portal](https://woodsportal.digitalwoods.io/resources/docs/sign-in-to-a-woodsportal-customer-portal)[Sign in to WoodsPortal as an administrator](https://woodsportal.digitalwoods.io/resources/docs/sign-in-to-woodsportal-as-an-administrator)[Switch between available hubs and portals](https://woodsportal.digitalwoods.io/resources/docs/switch-between-available-hubs-and-portals)[Verify your email and recover account access](https://woodsportal.digitalwoods.io/resources/docs/verify-your-email-and-recover-account-access) Portal Design & Navigation [Configure a WoodsPortal Open Access CRM page](https://woodsportal.digitalwoods.io/resources/docs/configure-a-woodsportal-open-access-crm-page)[Configure portal navigation and menu items](https://woodsportal.digitalwoods.io/resources/docs/configure-portal-navigation-and-menu-items)[Configure the portal dashboard and dashboard cards](https://woodsportal.digitalwoods.io/resources/docs/configure-the-portal-dashboard-and-dashboard-cards)[Customize portal branding and the login experience](https://woodsportal.digitalwoods.io/resources/docs/customize-portal-branding-and-the-login-experience) CRM Records & Associations [Build portal record forms with conditional associations](https://woodsportal.digitalwoods.io/resources/docs/build-portal-record-forms-with-conditional-associations)[Choose and resynchronize HubSpot objects](https://woodsportal.digitalwoods.io/resources/docs/choose-and-resynchronize-hubspot-objects)[Configure associations and association labels](https://woodsportal.digitalwoods.io/resources/docs/configure-associations-and-association-labels)[Configure record search, filters, pipelines, and stages](https://woodsportal.digitalwoods.io/resources/docs/configure-record-search-filters-pipelines-and-stages)[Configure table, board, detail, and preview experiences](https://woodsportal.digitalwoods.io/resources/docs/configure-table-board-detail-and-preview-experiences)[Control property visibility and editability](https://woodsportal.digitalwoods.io/resources/docs/control-property-visibility-and-editability)[Create and edit CRM records from a portal](https://woodsportal.digitalwoods.io/resources/docs/create-and-edit-crm-records-from-a-portal)[Manage record associations and association cards](https://woodsportal.digitalwoods.io/resources/docs/manage-record-associations-and-association-cards)[Navigate nested related records in a portal](https://woodsportal.digitalwoods.io/resources/docs/navigate-nested-related-records-in-a-portal) Files & Collaboration [Add record notes, images, and attachments](https://woodsportal.digitalwoods.io/resources/docs/add-record-notes-images-and-attachments)[Preview, download, and copy links to files](https://woodsportal.digitalwoods.io/resources/docs/preview-download-and-copy-links-to-files)[Understand WoodsPortal file storage and download limits](https://woodsportal.digitalwoods.io/resources/docs/understand-woodsportal-file-storage-and-download-limits)[Use My Drive and Shared Drive](https://woodsportal.digitalwoods.io/resources/docs/use-my-drive-and-shared-drive)[Work with record email and activity history](https://woodsportal.digitalwoods.io/resources/docs/work-with-record-email-and-activity-history) Permissions & Security [Configure object and resource permissions](https://woodsportal.digitalwoods.io/resources/docs/configure-object-and-resource-permissions)[Create custom portal roles](https://woodsportal.digitalwoods.io/resources/docs/create-custom-portal-roles) Automation & Integrations [Add the WoodsPortal client module to HubSpot CMS](https://woodsportal.digitalwoods.io/resources/docs/add-the-woodsportal-client-module-to-hubspot-cms)[Install the WoodsPortal HubSpot app and use CRM cards](https://woodsportal.digitalwoods.io/resources/docs/install-the-woodsportal-hubspot-app-and-use-crm-cards)[Understand contact access webhooks](https://woodsportal.digitalwoods.io/resources/docs/understand-contact-access-webhooks)[Use WoodsPortal timeline events and workflow actions](https://woodsportal.digitalwoods.io/resources/docs/use-woodsportal-timeline-events-and-workflow-actions) Developer Resources [Choose a WoodsPortal SDK adapter](https://woodsportal.digitalwoods.io/resources/docs/choose-a-woodsportal-sdk-adapter)[Use the WoodsPortal JavaScript SDK and WoodsCLI](https://woodsportal.digitalwoods.io/resources/docs/use-the-woodsportal-javascript-sdk-and-woodscli) [All documentation ↗](https://woodsportal.digitalwoods.io/resources/docs) Portal Design & Navigation # Configure portal navigation and menu items October 14, 2026By [Admin](https://woodsportal.digitalwoods.io/resources/author/admin) 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. ## Add an object menu item - Open the intended HubSpot CMS page, select the WoodsPortal module, and expand Menu Options. - Add the supported standard or custom HubSpot object. - Enter a customer-facing name and description. Do not expose internal object names unless they are already meaningful to customers. - Select or enter the object identifier when the configuration requires it. - Choose the display properties that help users recognize records in the menu destination. - Enable primary-company data only when the portal's access model and intended experience require it. - Apply a pipeline filter when only records from specific pipelines should appear. ## Add an external or embedded destination - Enable Custom Menu, add an item, then complete Menu Name, Menu URL, and Icon SVG Code. - Choose embedded-frame behavior only when the destination supports embedding and the experience has been tested. - Choose Open in New Tab when the destination should use a separate browser context. Choose Iframe only after confirming that the destination supports embedding. ## Set icons and order - Add an approved SVG icon when the menu item supports a custom icon. - Use simple icons with a consistent visual weight and no embedded scripts. - Reorder menu items so the most common customer tasks appear first. - Select Apply changes, then review the navigation with a representative portal role. ## Quality and access checks - Confirm that each label uses customer language and each description explains the destination. - Confirm that object items show only records and properties the test user may access. - Test pipeline filters with records inside and outside the selected pipelines. - Test every external or embedded destination while signed in as a portal user. - If an item is missing, confirm the object, URL property, role permissions, and portal assignment. ![KB-DES-03 navigation-controls](https://static.hsstatic.net/BlogImporterAssetsUI/ex/missing-image.png) Figure: Configure standard objects and custom menu fields in the HubSpot CMS module editor, then verify the customer navigation. [← All documentation](https://woodsportal.digitalwoods.io/resources/docs)[Explore resources ↗](https://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://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/resources/docs/create-select-synchronize-and-open-customer-portals)[Install WoodsPortal and complete first-time setup](https://woodsportal.digitalwoods.io/resources/docs/install-woodsportal-and-complete-first-time-setup)[Manage themes and integrations](https://woodsportal.digitalwoods.io/resources/docs/manage-themes-and-integrations)[Track jobs, notifications, and product updates](https://woodsportal.digitalwoods.io/resources/docs/track-jobs-notifications-and-product-updates)[Use guided help and manage administrator settings](https://woodsportal.digitalwoods.io/resources/docs/use-guided-help-and-manage-administrator-settings) Authentication & User Access [Configure multi-factor authentication for a portal](https://woodsportal.digitalwoods.io/resources/docs/configure-multi-factor-authentication-for-a-portal)[Invite portal users and manage portal access](https://woodsportal.digitalwoods.io/resources/docs/invite-portal-users-and-manage-portal-access)[Link newly created records to a portal user contact](https://woodsportal.digitalwoods.io/resources/docs/link-newly-created-records-to-a-portal-user-contact)[Review and revoke active sessions](https://woodsportal.digitalwoods.io/resources/docs/review-and-revoke-active-sessions)[Set up an authenticator app, backup codes, or a passkey](https://woodsportal.digitalwoods.io/resources/docs/set-up-an-authenticator-app-backup-codes-or-a-passkey)[Sign in to a WoodsPortal customer portal](https://woodsportal.digitalwoods.io/resources/docs/sign-in-to-a-woodsportal-customer-portal)[Sign in to WoodsPortal as an administrator](https://woodsportal.digitalwoods.io/resources/docs/sign-in-to-woodsportal-as-an-administrator)[Switch between available hubs and portals](https://woodsportal.digitalwoods.io/resources/docs/switch-between-available-hubs-and-portals)[Verify your email and recover account access](https://woodsportal.digitalwoods.io/resources/docs/verify-your-email-and-recover-account-access) Portal Design & Navigation [Configure a WoodsPortal Open Access CRM page](https://woodsportal.digitalwoods.io/resources/docs/configure-a-woodsportal-open-access-crm-page)[Configure portal navigation and menu items](https://woodsportal.digitalwoods.io/resources/docs/configure-portal-navigation-and-menu-items)[Configure the portal dashboard and dashboard cards](https://woodsportal.digitalwoods.io/resources/docs/configure-the-portal-dashboard-and-dashboard-cards)[Customize portal branding and the login experience](https://woodsportal.digitalwoods.io/resources/docs/customize-portal-branding-and-the-login-experience) CRM Records & Associations [Build portal record forms with conditional associations](https://woodsportal.digitalwoods.io/resources/docs/build-portal-record-forms-with-conditional-associations)[Choose and resynchronize HubSpot objects](https://woodsportal.digitalwoods.io/resources/docs/choose-and-resynchronize-hubspot-objects)[Configure associations and association labels](https://woodsportal.digitalwoods.io/resources/docs/configure-associations-and-association-labels)[Configure record search, filters, pipelines, and stages](https://woodsportal.digitalwoods.io/resources/docs/configure-record-search-filters-pipelines-and-stages)[Configure table, board, detail, and preview experiences](https://woodsportal.digitalwoods.io/resources/docs/configure-table-board-detail-and-preview-experiences)[Control property visibility and editability](https://woodsportal.digitalwoods.io/resources/docs/control-property-visibility-and-editability)[Create and edit CRM records from a portal](https://woodsportal.digitalwoods.io/resources/docs/create-and-edit-crm-records-from-a-portal)[Manage record associations and association cards](https://woodsportal.digitalwoods.io/resources/docs/manage-record-associations-and-association-cards)[Navigate nested related records in a portal](https://woodsportal.digitalwoods.io/resources/docs/navigate-nested-related-records-in-a-portal) Files & Collaboration [Add record notes, images, and attachments](https://woodsportal.digitalwoods.io/resources/docs/add-record-notes-images-and-attachments)[Preview, download, and copy links to files](https://woodsportal.digitalwoods.io/resources/docs/preview-download-and-copy-links-to-files)[Understand WoodsPortal file storage and download limits](https://woodsportal.digitalwoods.io/resources/docs/understand-woodsportal-file-storage-and-download-limits)[Use My Drive and Shared Drive](https://woodsportal.digitalwoods.io/resources/docs/use-my-drive-and-shared-drive)[Work with record email and activity history](https://woodsportal.digitalwoods.io/resources/docs/work-with-record-email-and-activity-history) Permissions & Security [Configure object and resource permissions](https://woodsportal.digitalwoods.io/resources/docs/configure-object-and-resource-permissions)[Create custom portal roles](https://woodsportal.digitalwoods.io/resources/docs/create-custom-portal-roles) Automation & Integrations [Add the WoodsPortal client module to HubSpot CMS](https://woodsportal.digitalwoods.io/resources/docs/add-the-woodsportal-client-module-to-hubspot-cms)[Install the WoodsPortal HubSpot app and use CRM cards](https://woodsportal.digitalwoods.io/resources/docs/install-the-woodsportal-hubspot-app-and-use-crm-cards)[Understand contact access webhooks](https://woodsportal.digitalwoods.io/resources/docs/understand-contact-access-webhooks)[Use WoodsPortal timeline events and workflow actions](https://woodsportal.digitalwoods.io/resources/docs/use-woodsportal-timeline-events-and-workflow-actions) Developer Resources [Choose a WoodsPortal SDK adapter](https://woodsportal.digitalwoods.io/resources/docs/choose-a-woodsportal-sdk-adapter)[Use the WoodsPortal JavaScript SDK and WoodsCLI](https://woodsportal.digitalwoods.io/resources/docs/use-the-woodsportal-javascript-sdk-and-woodscli) [All documentation ↗](https://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://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/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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