Administrators decide which eligible HubSpot properties portal users can see and which visible properties they may edit.

Configure properties

  1. Open the correct object in https://app.woodsportal.com.
  2. Open Properties.
  3. Use the View control to show or hide eligible properties.
  4. For visible properties, enable Edit only where portal users should be allowed to change the value.
  5. Save the configuration and test it with a role that matches the intended portal user.

Use bulk actions

  • Select property rows and apply the supported bulk visibility or editability action.
  • For Contacts, use the common-profile-fields preset when it matches the intended profile experience.
  • Large changes are processed in batches. The current backend accepts up to 100 property updates per request.

Rules and limits

  • The primary display property remains visible.
  • HubSpot read-only or calculated fields cannot be made editable.
  • A visible property is not automatically editable.
  • Effective access still depends on the user’s object and resource permissions.

Troubleshooting

  • If a property is missing, run object and schema resynchronization.
  • If Edit cannot be enabled, confirm that HubSpot treats the field as writable.
  • If a saved property is absent in the portal, check the active portal, view builder, and role permissions.

Use customer-facing property labels

  • Use clear display labels where the property or view builder supports a customer-facing label.
  • Keep the HubSpot property itself unchanged when only the portal label needs to change.
  • Check labels in every view where the property appears because table, board, detail, preview, and form contexts can be configured independently.
KB-CRM-02 property-controls

Figure: Object property controls for customer visibility and edit access.