---
title: Manage record associations and association cards
description: Authorized portal users can add or remove eligible record associations, while administrators control the related-record fields shown on association cards.
---

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- [Manage themes and integrations](https://digitalwoods.io/resources/knowledge-base/manage-themes-and-integrations)
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- [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)
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- [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)
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- [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)

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- [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)
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- [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

Authorized portal users can add or remove eligible record associations, while administrators control the related-record fields shown on association cards.

## Configure an association card

1. Open the object configuration in https://app.woodsportal.com.
2. Open the association-card builder.
3. Choose the related object and card context.
4. Add and order the permitted properties shown on the card.
5. Keep the card within the current maximum of eight configured properties.
6. Save and compare the portal card with the builder configuration.

## Associate a record

1. Open the record or configured form that exposes association actions.
2. Choose the related object.
3. Search for and select an authorized related record.
4. Confirm the association.
5. Verify that the related record appears in the configured association surface.

## Remove an association

1. Open the related-record surface.
2. Choose the remove or disassociate action for the intended relationship.
3. Confirm the action when prompted.
4. Verify that the relationship is removed without deleting either CRM record.

## Requirements

- Association changes require write permission and an eligible configured relationship.
- Reading an association does not automatically allow the user to change it.
- Card fields are controlled independently from full record-detail fields.

![KB-ASC-03 association-cards](https://digitalwoods.io/hubfs/WoodsPortal%20Screenshots/KB-ASC-03_association-cards.png)

*Figure: Configure an association card by selecting the related fields customers should see.*

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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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