Learn how to build and publish a customer portal page using the WoodsPortal theme within your HubSpot website.

Once the WoodsPortal theme is installed in your HubSpot Design Manager, you can create a dedicated portal page that renders WoodsPortal’s frontend and connects to its backend API. Follow these steps to set up, configure, and publish your customer portal page.

Before you begin

• You must have already connected your HubSpot account and created a WoodsPortal client portal (see Installing WoodsPortal).

• Ensure the WoodsPortal theme and template have finished installing in Design Manager (allow 1–2 minutes).

Step-by-Step Instructions

1. Create a New Website Page

   • In HubSpot, navigate to Content > Website Pages.

   • Click Create, then choose Website page.

   • Select the domain you configured when creating your WoodsPortal client portal.

   • Enter a Page name (for internal reference) and click Create page.

2. Apply the WoodsPortal Theme & Template

   • In the page editor, open the Theme dropdown and select WoodsPortal.
     
     

   • Under Template, choose WoodsPortal Template.
     
     

   • If you see a redirect error banner, simply close it—this does not affect portal functionality.
     
     

     Why you see a redirect issue in HubSpot:
     HubSpot’s editor expects standard page URLs (e.g., /login). When it encounters a # in the URL (e.g., /#/login), it interprets this as a potential redirect or reload action. This can trigger an error or warning about redirection while editing or previewing the page in HubSpot.
     
     Why we’re using # in the URL (HashRouter):
     We use a HashRouter to manage navigation within the app without reloading the entire page. The # in the URL indicates a specific "view" or "state" of the app (e.g., switching from login to dashboard). This prevents full-page reloads and improves performance, but can confuse HubSpot’s page editor.
     
     

3. Configure the WoodsPortal Module

   • On the left sidebar, click Contents to expand the content modules.

   • Under Main content, click the WoodsPortal module.
     
     

   • Locate the WoodsPortal Admin URL field and ensure it displays the admin backend URL https://woodsportal.digitalwoods.io .
     
     

   • Explore the three module tabs: Dashboard, Menu options, and Branding to adjust your portal’s look and navigation.
     
     

4. Set Page Settings

   • Click the Settings tab in the page editor.

   • Under General, enter a Page title (visible in browser tabs) and confirm the Page URL matches your portal domain/subdomain.

   • (Optional) Remove or adjust the Content slug—note that WoodsPortal can only be installed once per (sub)domain.
     
     

5. Publish the Page

   • Once settings are complete, the Publish button will activate.

   • Click Publish, then Open page in new tab to verify your portal loads correctly.

   • Use your WoodsPortal credentials to log in.

Troubleshooting