---
title: Configure associations and association labels
description: The Association Builder defines the related-object paths used by a portal and distinguishes relationships shown to users from relationships used to determi
---

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 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

The Association Builder defines the related-object paths used by a portal and distinguishes relationships shown to users from relationships used to determine access.

## Build the association graph

1. Open the correct object configuration in https://app.woodsportal.com.
2. Open Associations.
3. Add the required root objects.
4. Connect child objects along the relationship paths the portal needs.
5. Inspect each association forest and confirm that the source and target objects are correct.
6. Remove an eligible leaf when a relationship is no longer required.
7. Save the graph and monitor any background synchronization job.

## Configure labels

- Use display labels for relationships that portal users should see.
- Use access labels for associations that authorize record access.
- Confirm the matching HubSpot association labels before relying on them in the portal.
- Do not assume that every visible association also grants access.

## Graph rules

- The Contact appears once as the identity root.
- The canonical graph supports one primary mediator and multiple portal roots.
- Administrative graph expansion is capped at 48 instances.
- Opening a legacy graph does not migrate it automatically. Use Sync graph when the migration banner indicates it is required.

## Troubleshooting

- If a path is missing, confirm the HubSpot association and the configured graph edge.
- If a legacy configuration is shown, run the explicit synchronization and wait for the job result.
- If a record is visible but inaccessible, review the access association label, user scope, and object permissions.

![KB-ASC-01 association-builder](https://digitalwoods.io/hubfs/WoodsPortal%20Screenshots/KB-ASC-01_association-builder.png)

*Figure: Map the contact identity object to related HubSpot objects in the Association Builder.*

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 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)

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