--- title: Configure a WoodsPortal Open Access CRM page description: WoodsPortal Open Access lets a configured HubSpot CMS page present selected HubSpot CRM objects and records without requiring a portal login. --- [![woods-portal-dark](https://digitalwoods.io/hubfs/woods-portal-dark.png)](https://digitalwoods.io/) - [Home](https://woodsportal.digitalwoods.io/) - [Pricing](https://woodsportal.digitalwoods.io/pricing) - [Knowledge Base](https://digitalwoods.io/resources/knowledge-base/install-woodsportal-and-complete-first-time-setup) - [FAQ](https://woodsportal.digitalwoods.io/faq) - [Contact](https://woodsportal.digitalwoods.io/contact) [Get Started Free](https://app.woodsportal.com/login) Book a Demo [![woods-portal-dark](https://digitalwoods.io/hubfs/woods-portal-dark.png)](https://digitalwoods.io/) - [Home](https://woodsportal.digitalwoods.io/) - [Pricing](https://woodsportal.digitalwoods.io/pricing) - [Knowledge Base](https://digitalwoods.io/resources/knowledge-base/install-woodsportal-and-complete-first-time-setup) - [FAQ](https://woodsportal.digitalwoods.io/faq) - [Contact](https://woodsportal.digitalwoods.io/contact) ###### Follow Us Book a Demo [Home](https://digitalwoods.io/) [Knowledge Base](https://digitalwoods.io/resources/tag/knowlege-base) [Portal Design & Navigation](https://digitalwoods.io/resources/tag/portal-design-navigation) Getting Started & Administration - [Manage themes and integrations](https://digitalwoods.io/resources/knowledge-base/manage-themes-and-integrations) - [Use guided help and manage administrator settings](https://digitalwoods.io/resources/knowledge-base/use-guided-help-and-manage-administrator-settings) - [Track jobs, notifications, and product updates](https://digitalwoods.io/resources/knowledge-base/track-jobs-notifications-and-product-updates) - [Create, select, synchronize, and open customer portals](https://digitalwoods.io/resources/knowledge-base/create-select-synchronize-and-open-customer-portals) - [Install WoodsPortal and complete first-time setup](https://digitalwoods.io/resources/knowledge-base/install-woodsportal-and-complete-first-time-setup) Authentication & User Access - [Configure AWS Cognito single sign-on](https://digitalwoods.io/resources/knowledge-base/configure-aws-cognito-single-sign-on) - [Link newly created records to a portal user contact](https://digitalwoods.io/resources/knowledge-base/link-newly-created-records-to-a-portal-user-contact) - [Switch between available hubs and portals](https://digitalwoods.io/resources/knowledge-base/switch-between-available-hubs-and-portals) - [Invite portal users and manage portal access](https://digitalwoods.io/resources/knowledge-base/invite-portal-users-and-manage-portal-access) - [Review and revoke active sessions](https://digitalwoods.io/resources/knowledge-base/review-and-revoke-active-sessions) - [Set up an authenticator app, backup codes, or a passkey](https://digitalwoods.io/resources/knowledge-base/set-up-an-authenticator-app-backup-codes-or-a-passkey) - [Configure multi-factor authentication for a portal](https://digitalwoods.io/resources/knowledge-base/configure-multi-factor-authentication-for-a-portal) - [Verify your email and recover account access](https://digitalwoods.io/resources/knowledge-base/verify-your-email-and-recover-account-access) - [Sign in to a WoodsPortal customer portal](https://digitalwoods.io/resources/knowledge-base/sign-in-to-a-woodsportal-customer-portal) - [Sign in to WoodsPortal as an administrator](https://digitalwoods.io/resources/knowledge-base/sign-in-to-woodsportal-as-an-administrator) Portal Design & Navigation - [Configure right-sidebar record cards](https://digitalwoods.io/resources/knowledge-base/configure-right-sidebar-record-cards) - [Configure portal navigation and menu items](https://digitalwoods.io/resources/knowledge-base/configure-portal-navigation-and-menu-items) - [Configure the portal dashboard and dashboard cards](https://digitalwoods.io/resources/knowledge-base/configure-the-portal-dashboard-and-dashboard-cards) - [Customize portal branding and the login experience](https://digitalwoods.io/resources/knowledge-base/customize-portal-branding-and-the-login-experience) - [Configure a WoodsPortal Open Access CRM page](https://digitalwoods.io/resources/knowledge-base/configure-a-woodsportal-open-access-crm-page) CRM Records & Associations - [Manage record associations and association cards](https://digitalwoods.io/resources/knowledge-base/manage-record-associations-and-association-cards) - [Navigate nested related records in a portal](https://digitalwoods.io/resources/knowledge-base/navigate-nested-related-records-in-a-portal) - [Configure associations and association labels](https://digitalwoods.io/resources/knowledge-base/configure-associations-and-association-labels) - [Build portal record forms with conditional associations](https://digitalwoods.io/resources/build-portal-record-forms-with-conditional-associations) - [Configure record search, filters, pipelines, and stages](https://digitalwoods.io/resources/knowledge-base/configure-record-search-filters-pipelines-and-stages) - [Create and edit CRM records from a portal](https://digitalwoods.io/resources/knowledge-base/create-and-edit-crm-records-from-a-portal) - [Configure table, board, detail, and preview experiences](https://digitalwoods.io/resources/knowledge-base/configure-table-board-detail-and-preview-experiences) - [Control property visibility and editability](https://digitalwoods.io/resources/knowledge-base/control-property-visibility-and-editability) - [Choose and resynchronize HubSpot objects](https://digitalwoods.io/resources/knowledge-base/choose-and-resynchronize-hubspot-objects) Files & Collaboration - [Work with record email and activity history](https://digitalwoods.io/resources/knowledge-base/work-with-record-email-and-activity-history) - [Add record notes, images, and attachments](https://digitalwoods.io/resources/knowledge-base/add-record-notes-images-and-attachments) - [Understand WoodsPortal file storage and download limits](https://digitalwoods.io/resources/knowledge-base/understand-woodsportal-file-storage-and-download-limits) - [Upload files and create folders](https://digitalwoods.io/resources/knowledge-base/upload-files-and-create-folders) - [Preview, download, and copy links to files](https://digitalwoods.io/resources/knowledge-base/preview-download-and-copy-links-to-files) - [Use My Drive and Shared Drive](https://digitalwoods.io/resources/knowledge-base/use-my-drive-and-shared-drive) Permissions - [Configure object and resource permissions](https://digitalwoods.io/resources/knowledge-base/configure-object-and-resource-permissions) - [Create custom portal roles](https://digitalwoods.io/resources/knowledge-base/create-custom-portal-roles) Automation & Integrations - [Copy files and folders with CopyResource](https://digitalwoods.io/resources/knowledge-base/copy-files-and-folders-with-copyresource) - [Automate folder creation with CreateFolder](https://digitalwoods.io/resources/knowledge-base/automate-folder-creation-with-createfolder) - [Add the WoodsPortal client module to HubSpot CMS](https://digitalwoods.io/resources/knowledge-base/add-the-woodsportal-client-module-to-hubspot-cms) - [Understand contact access webhooks](https://digitalwoods.io/resources/knowledge-base/understand-contact-access-webhooks) - [Use WoodsPortal timeline events and workflow actions](https://digitalwoods.io/resources/knowledge-base/use-woodsportal-timeline-events-and-workflow-actions) - [Install the WoodsPortal HubSpot app and use CRM cards](https://digitalwoods.io/resources/knowledge-base/install-the-woodsportal-hubspot-app-and-use-crm-cards) Developer Resources - [Choose a WoodsPortal SDK adapter](https://digitalwoods.io/resources/knowledge-base/choose-a-woodsportal-sdk-adapter) - [Use the WoodsPortal JavaScript SDK and WoodsCLI](https://digitalwoods.io/resources/knowledge-base/use-the-woodsportal-javascript-sdk-and-woodscli) Content Index WoodsPortal Open Access lets a configured HubSpot CMS page present selected HubSpot CRM objects and records without requiring a portal login. ## Before you begin - Use a connected HubSpot account and the WoodsPortal Open Access CMS module. - Decide which object, properties, card fields, detail fields, and associations are safe and appropriate for public presentation. - Use safe test data before publishing. ## Configure the module 1. Open the intended HubSpot CMS page in the page editor. 2. Add the WoodsPortal Open Access module. 3. Choose the WoodsPortal Lite or Open Access data source. 4. Add a standard or custom object and enter the correct HubSpot object identifier or internal name. 5. Enter the property internal names required for the record list and record detail. 6. Configure object labels, descriptive text, and card fields such as image, tag, title, description, button text, and button URL where needed. 7. Enable and configure associated objects only when related records should appear. 8. Configure the optional banner and presentation text. 9. Preview the page with safe data, then publish through the normal HubSpot CMS process. ## Visitor experience - Visitors can browse configured object categories and record lists without a WoodsPortal login. - The public record list supports search, sorting, and pagination. - Visitors can open configured record details and related-record sections. - Only data selected through the module and connected configuration should be exposed. ## Rules and troubleshooting - Object and property internal names must match HubSpot exactly. - Treat the documented Open Access flow as read-only. - If records or fields are empty, verify identifiers, connected access, selected properties, and whether records are available to the public read service. - The supporting Lite repositories do not establish a second production app. https://app.woodsportal.com remains the only customer-facing production application. *\[Visual placeholder: HubSpot page editor and published Open Access page | Safe module configuration with one object and related records | Configure, preview, and publish | Visitors can browse the intended records without signing in and no unconfigured data appears.\]* Share this article: Knowledge Base ## More from Knowledge Base [View All Articles](https://digitalwoods.io/resources/tag/knowlege-base) ### [Automation & Integrations Copy files and folders with CopyResource HubSpot administrators can use the WoodsPortal CopyResource workflow action to copy a file or folder to another File Manager location and associate the copied ... Read resource →](https://digitalwoods.io/resources/knowledge-base/copy-files-and-folders-with-copyresource) ### [Automation & Integrations Automate folder creation with CreateFolder HubSpot administrators can use the WoodsPortal CreateFolder workflow action to create a folder in HubSpot File Manager and associate that folder with the ... Read resource →](https://digitalwoods.io/resources/knowledge-base/automate-folder-creation-with-createfolder) ### [Authentication & User Access Configure AWS Cognito single sign-on Tenant administrators can connect an Amazon Cognito user pool to a WoodsPortal implementation so eligible portal users can sign in through the organization's ... Read resource →](https://digitalwoods.io/resources/knowledge-base/configure-aws-cognito-single-sign-on) ### [Portal Design & Navigation Configure right-sidebar record cards Right-sidebar cards can give portal users quick access to related records or contextual destinations while they work with a primary record. Read resource →](https://digitalwoods.io/resources/knowledge-base/configure-right-sidebar-record-cards) ### [Portal Design & Navigation Configure portal navigation and menu items Administrators can organize portal navigation around the records, resources, and external destinations that customers need, using clear customer-facing labels ... Read resource →](https://digitalwoods.io/resources/knowledge-base/configure-portal-navigation-and-menu-items) ### [Portal Design & Navigation Configure the portal dashboard and dashboard cards Administrators can build a useful landing experience by enabling dashboard cards, choosing their layout, and presenting customer-relevant text, CRM values, ... Read resource →](https://digitalwoods.io/resources/knowledge-base/configure-the-portal-dashboard-and-dashboard-cards) Built for HubSpot Teams ## Revolutionize How Your Customers Interact With Your Data. Get started with WoodsPortal today or book a demo with our team. Book a Demo [Get Started Free](https://app.woodsportal.com/login) ![](https://digitalwoods.io/hubfs/woods-portal-dark.png) - Dashboard - Contacts - Companies - Tickets - Documents - Requests Welcome ![Footer shape](https://digitalwoods.io/hubfs/s1-shape-1.webp) [![woods-portal-dark](https://digitalwoods.io/hubfs/woods-portal-dark.png)](https://digitalwoods.io/) #### Secure Custom-Branded Portal - Built Natively for HubSpot Give your clients secure access to CRM records, files, and updates — with full design control from within HubSpot CMS. ##### Product - [Home](https://woodsportal.digitalwoods.io/) - [Pricing](https://woodsportal.digitalwoods.io/pricing) - [Blog](https://digitalwoods.io/resources) - [Knowledge Base](https://digitalwoods.io/resources/tag/knowlege-base) - [FAQ](https://woodsportal.digitalwoods.io/faq) ##### Company - [Contact](https://woodsportal.digitalwoods.io/contact) - [Privacy Policy](https://digitalwoods.io/privacy-policy) - [Terms of Service](https://digitalwoods.io/terms-of-service) © 2026 WoodsPortal - All rights reserved. ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Admin", "url" : "https://digitalwoods.io/resources/author/admin" }, "dateModified" : "2026-09-18T07:23:59.334Z", "datePublished" : "2026-09-18T07:23:59.000Z", "headline" : "Configure a WoodsPortal Open Access CRM page", "mainEntityOfPage" : { "@id" : "https://digitalwoods.io/resources/knowledge-base/configure-a-woodsportal-open-access-crm-page", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://digitalwoods.io/hubfs/digitalWoods%20logo.png" }, "name" : "DigitalWoods Technologies Inc" } } ```