--- title: Invite portal users and manage portal access description: Tenant administrators can invite contact-backed users, assign portal access and roles, and resend invitations when required. --- [![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) [Authentication & User Access](https://digitalwoods.io/resources/tag/authentication-user-access) 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 Tenant administrators can invite contact-backed users, assign portal access and roles, and resend invitations when required. ## Before you begin - Confirm that the person exists as the correct HubSpot contact and that the email address is current. - Confirm the hub and portal where access should be granted. - Decide which portal role the user needs. ## Grant access and invite the user 1. Open the relevant HubSpot contact record. 2. Set the WoodsPortal customer portal access property for the intended portal. Use the primary-company access property only when that access model is required. 3. Allow the contact access update to synchronize with WoodsPortal. 4. Open the Portal users administration area in https://app.woodsportal.com. 5. Select the user or create the contact-backed portal user, assign the required role, and send the invitation. 6. Ask the user to open the newest invitation and set a password or continue through the sign-in method offered. ## Important behavior - The HubSpot access property does not replace the WoodsPortal invitation or role assignment. - Invitation destinations can differ for client-only users and users who also have administrator roles. - Use resend invitation when the first invitation has expired or was not received. ## Reset a portal user's MFA enrollment In Portal users, locate the user, open the Actions menu, and select Reset MFA. Complete the required password confirmation. Confirm that the active portal is the intended one before resetting the enrollment. Before publication, verify the confirmation, success state, and portal scope in the production account. ![KB-USR-03 reset-mfa-action](https://digitalwoods.io/hubfs/WoodsPortal%20Screenshots/KB-USR-03_reset-mfa-action.png) *Figure: Open a portal user's Actions menu and select Reset MFA. The confirmation and success states are still needed.* ## Troubleshooting - If the portal does not appear, confirm that the contact property contains the correct portal access value and that synchronization completed. - If the invitation goes to the wrong person, correct the HubSpot contact email before resending. - If the user signs in but cannot perform an action, review the assigned role and object or resource permissions. ## Use access workflow actions when available - *The installed WoodsPortal app may expose actions named Sync New Contact to WoodsPortal and Sync Contact Access Abilities.* - *Use only the actions currently visible in the connected HubSpot account because action availability can depend on the installed app version.* - *Confirm the Woods Portal Access value and Primary Company relationship before enrolling a contact.* - *Test the workflow with a safe contact and confirm the resulting portal access before broader enrollment.* ![KB-USR-01 invite-portal-user](https://digitalwoods.io/hubfs/WoodsPortal%20Screenshots/KB-USR-01_invite-portal-user.png) *Figure: Create a portal user from an existing HubSpot contact and assign the appropriate portal role.* 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. 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