WoodsPortal Admin

The Admin Portal is where you configure and manage your client portal, ensuring secure access, structured data, and controlled user interactions. From managing object associations to defining user permissions, it offers full control over how customers interact with their records.

Manage Object Associations

Define relationships between HubSpot standard and custom objects to organize data effectively.

• Set up multi-level associations to link related records.
• Use association labels to categorize and display data efficiently.
  
  

 

Control Object Properties

Decide which fields customers can view or modify.

• Set properties as visible, hidden, or editable based on access levels.
  
  

 

Pipeline Management

Control how customers interact with deals, tickets, and other processes.

• Restrict or grant access to different pipeline stages as needed.

 

Security & Access Control

Keep your portal secure with advanced access settings.

• Enable two-factor authentication (2FA) for secure logins.
• Assign user roles and permissions to control data access.

With the Admin Portal, you have the tools to customize the client experience while maintaining data integrity and security.

Connect Hubspot to WoodsPortal

To start using WoodsPortal, you need to connect it to your HubSpot account. Follow these steps to set up the integration:

 

1. Access the Admin Portal
   Click here to open the WoodsPortal Admin Portal. Create a new account or log in with your existing credentials.

 

1. Verify Your Email
   After signing up, check your inbox for a verification email. Click the link to confirm your email address and proceed.
   
   
2. Connect Your HubSpot Account
   In the admin dashboard, add your HubSpot account and authorize WoodsPortal to access your data.
   
   

 

1. Assign a Unique Account Name
   Give your connected account a distinct name for easy identification within WoodsPortal.
   
   

Once connected, WoodsPortal will sync with your HubSpot objects, allowing you to configure your portal effortlessly.

Creating Client Portal

Set up a personalized client portal in WoodsPortal, enabling structured access to client-specific information while maintaining full administrative control.

 

1. Define Your Portal

• Enter a Portal Name to identify the client portal.
• Set a Custom Portal URL, which clients will use to log in and access their records.
  
  

 

2. Multi-Portal Support for Better Data Organization

WoodsPortal allows businesses to create and manage multiple portals within a single HubSpot instance. This is especially useful for companies handling different client groups, departments, or service categories.

 

• Segregate Data Across Portals: Assign unique portals for different clients, teams, or business segments.
• Controlled Access via Association Labels: Use association labels to define which objects and records should be visible in each portal. This ensures clients only see the data relevant to them.

 

Once configured, your client portal is ready for customization, including object associations, access permissions, and branding adjustments.

Manage Object Properties

 

WoodsPortal gives you granular control over object properties, ensuring that the client portal displays only the information you want and allows actions that fit your business rules.

 

1. Control Visibility
   • Select Properties: Decide which fields should appear for each object in the portal.
   • Hide Sensitive Data: Exclude sensitive or irrelevant fields to ensure only necessary information is visible.
     
     

 

1. Set Edit Permissions
   • Configure Editability: Mark specific fields as editable or read-only.
   • Authorize Changes: Limit modifications to authorized users only, safeguarding critical data.

 

1. Organize with Pipelines
   • Sort Objects: Group and sort objects based on your defined pipelines.
   • Align with Workflow: Arrange property display in an order that reflects your business processes.

 

1. Manage Access
   • Define Roles: Determine who can create, update, or view particular properties within the client portal.
     
     

 

• Leverage Contact Groups: Use HubSpot contact groups or lists to assign tailored permissions.
• Customize Access: Set up specific contact lists for different access levels or manage access by grouping contacts.
  
  

These configurable options enable you to build a secure and user-friendly client portal that aligns perfectly with your operational requirements.

Association in Hubspot

WoodsPortal uses association labels to link HubSpot objects with client portals, ensuring structured data relationships. These labels help organize and categorize objects within your HubSpot ecosystem, ensuring structured data relationships.

How It Works

When setting up associations in HubSpot, follow these steps:

1. Define Association Labels
   • Navigate to HubSpot’s association settings and add relevant labels.
   • These labels should correspond to the specific client portal you’ve set up.
     
     

 

1. Associate Objects Using Labels
   • Assign the labels to standard and custom HubSpot objects.
   • Every associated object (contacts, deals, tickets, etc.) should have the appropriate client portal label to maintain structured relationships.
     
     
2. Ensure Data Consistency
   • Use the same labels across all related objects and associations to keep the data well-organized.
   • This enables smooth data retrieval, making it easier for customers to access relevant information within their portal.
     
     

By leveraging association labels, you create a well-structured, multi-level data hierarchy, ensuring that every object within HubSpot is correctly linked to its respective client portal. This structured approach improves accessibility, organization, and overall user experience.