--- title: Learn how to enable or disable create/update permissions, File Manager, Notes, and Ticket Management features for any object via the Settings tab in WoodsPortal Admin. description:   Overview In WoodsPortal Admin, each object’s Settings tab lets you control which capabilities portal users have on that object’s detail page—including re image: https://digitalwoods.io/hubfs/Gemini_Generated_Image_mceswvmceswvmces.webp --- [![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/) [Blog](https://digitalwoods.io/resources) Knowlege-Base Share # Configuring Object Settings in WoodsPortal ![featured\_image](https://digitalwoods.io/hubfs/Gemini_Generated_Image_mceswvmceswvmces.webp) Content Index   ### **Overview** In WoodsPortal Admin, each object’s **Settings** tab lets you control which capabilities portal users have on that object’s detail page—including record creation, file uploads, notes, and ticket actions. --- **Before you begin** - **Admin permissions**: You must be a **Super Admin** or **Partner Admin** in HubSpot. --- ### Step-by-Step Instructions 1. **Open Object Settings** - In WoodsPortal Admin, navigate to **HubSpot Objects**. - Select the target object and click **Configure**, then switch to the **Settings** tab. ![](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/Screenshot%202025-07-03%20at%206-42-06%E2%80%AFPM-png-2.png?width=529&height=113&name=Screenshot%202025-07-03%20at%206-42-06%E2%80%AFPM-png-2.png) 2. **Object Record Section** - **Create** toggle: Enable users to create new records from the portal. - **Update** toggle: Enable users to edit the object’s fields in the portal. ![](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/image-png-Jul-03-2025-01-13-03-8983-PM-2.png?width=1299&height=290&name=image-png-Jul-03-2025-01-13-03-8983-PM-2.png) 3. **File Manager Section** - **Display File Manager** toggle: Show or hide the File Manager tab on the record’s detail page. - **Create Files/Folders** toggle: Allow users to upload files or create folders associated with the record. ![](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/image-png-Jul-03-2025-01-13-24-7376-PM-2.png?width=1309&height=199&name=image-png-Jul-03-2025-01-13-24-7376-PM-2.png) 4. **Notes Section** - **Display Notes** toggle: Show or hide the Notes tab. - **Create Notes** toggle: Allow users to add new notes. - **Update Notes** toggle: Allow users to edit existing notes. ![](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/image-png-Jul-03-2025-01-13-45-9304-PM-2.png?width=1313&height=253&name=image-png-Jul-03-2025-01-13-45-9304-PM-2.png) 5. **Ticket Management Section** - **Display Tickets** toggle: Show or hide the Tickets tab on the detail page. - **Create Tickets** toggle: Allow users to create tickets from within the record view. - **Display Label**: Click **Edit** to change the tab name (e.g., “Tasks” instead of “Tickets”). - **Pipeline ID**: Enter a specific pipeline ID to restrict displayed tickets to that pipeline (copy from **WoodsPortal Admin \> HubSpot Objects \> \[Ticket\] \> Pipelines**). ![](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/image-png-Jul-03-2025-01-14-10-8295-PM-2.png?width=1313&height=408&name=image-png-Jul-03-2025-01-14-10-8295-PM-2.png) 6. **Save Your Settings** - Click **Save** at the bottom of the Settings tab to apply all toggles and changes. --- **Troubleshooting** | Issue | Resolution | | --- | --- | | Section toggles not visible | Ensure you’re on the **Settings** tab within the object’s **Configure** panel in WoodsPortal Admin. | | Changes not reflected in portal | Verify you clicked **Save**, then refresh your portal page or clear your browser cache. | | Invalid Pipeline ID | Copy the exact ID from the **Pipelines** tab for that object in WoodsPortal Admin; avoid extra spaces. |   ---   Share this article: ### Have a project in mind? 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