Navigate nested related records in a portal

Portal users can move through configured related-object paths from a record while remaining within the permitted portal context.

Navigate related records

1. Open an authorized record in the customer portal.
2. Open the related-record or association area.
3. Choose a configured related object.
4. Select an authorized related record.
5. Continue into a deeper related-object level when the configured association path supports it.
6. Use the available back or parent navigation to return to the earlier record context.

What determines access

• The canonical Association Builder graph defines the available paths.
• Display labels determine how relationships are presented.
• Access labels and linked contact or account context help determine which records are reachable.
• Object and resource permissions still apply at every level.

Troubleshooting

• If a related object is absent, verify the association graph and display label.
• If an expected record is missing, verify the HubSpot association and access label.
• If a nested path stops early, confirm that the next graph edge is configured and that the role can read the target object.

Figure: A customer-facing project record with related records available from the same page.