--- title: Install WoodsPortal and complete first-time setup description: A HubSpot administrator installs and authorizes WoodsPortal, then a tenant administrator completes the guided setup at https://app.woodsportal.com. --- [Skip to content](https://woodsportal.digitalwoods.io/resources/docs/install-woodsportal-and-complete-first-time-setup#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)/Getting Started & Administration 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) Getting Started & Administration # Install WoodsPortal and complete first-time setup October 14, 2026By [Admin](https://woodsportal.digitalwoods.io/resources/author/admin) A HubSpot administrator installs and authorizes WoodsPortal, then a tenant administrator completes the guided setup at https://app.woodsportal.com. ## Install and connect HubSpot 1. Start from the WoodsPortal HubSpot Marketplace installation flow. 2. Sign in with the HubSpot account that should be connected. 3. Review the requested scopes. 4. Authorize the app using a HubSpot administrator with the required installation access. 5. Continue to https://app.woodsportal.com. 6. Confirm that the correct HubSpot account is connected. ## Complete onboarding 1. Enter First name and Last name, then select Continue. 2. Choose whether to install and connect a hub or join an existing setup when that path is available. 3. Create or select the customer portal. 4. Complete the applicable setup questions. 5. Continue until the wizard reports Ready. 6. Open the portal administration area and configure objects, users, permissions, views, and presentation. ## Behavior and troubleshooting - The onboarding wizard is resumable. Reloading during setup should return an incomplete administrator to the active step. - Basic hubs can skip the question-and-answer path. - If authorization fails, verify the HubSpot user’s installation permissions and the selected hub. - If a background installation step remains pending, review its job and notification before restarting. ![KB-ADM-01 hubspot-authorization](https://woodsportal.digitalwoods.io/hubfs/Imported_Blog_Media/KB-ADM-01_hubspot-authorization.png) ![KB-ADM-01 onboarding-name-step](https://woodsportal.digitalwoods.io/hubfs/Imported_Blog_Media/KB-ADM-01_onboarding-name-step.png) *Figure: Review required and optional HubSpot scopes, connect the app, and begin onboarding with first and last name. Screens for the remaining onboarding steps and the Ready state are still needed.* [← 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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