A user with access to more than one HubSpot account or customer portal can change the active context without creating another WoodsPortal account.
Switch context
- Sign in to the WoodsPortal administrator app or customer portal.
- Open the hub or portal selector.
- Choose an available HubSpot account when more than one hub is listed.
- Choose the customer portal you want to use.
- Confirm the active context before viewing or changing records.
What appears in the selector
- Only hubs and portals granted to the signed-in user are shown.
- Available portal choices come from the user’s contact access, invitation, role, and portal configuration.
- Permissions can differ between portals even when the same account is used.
Troubleshooting
- If a portal is missing, ask an administrator to confirm the HubSpot contact access property and WoodsPortal role.
- If data appears to be missing, verify that the correct hub and portal are active before changing filters or configuration.