When supported WoodsPortal access properties change on a HubSpot contact, HubSpot sends the update to WoodsPortal so portal access can change without waiting for a long synchronization cycle.

Update contact access

  1. Open the correct HubSpot contact.
  2. Update the WoodsPortal Access property for the intended portal.
  3. Update WoodsPortal Primary Company Access only when that model is required.
  4. Save the contact.
  5. Allow the webhook-driven update to reach WoodsPortal.
  6. Test the contact’s portal selection or access with a safe user.

Important

  • The webhook accelerates access updates but does not replace the invitation, role assignment, or other WoodsPortal permissions.
  • Removing a portal access value can remove that portal from the user’s available context.
  • Effective access still depends on the signed-in contact, active portal, role, object configuration, and permissions.

Troubleshooting

  • If the change is not reflected, confirm the exact contact property value and connected hub.
  • Check WoodsPortal synchronization, jobs, or notifications before repeatedly editing the contact.
  • If the portal appears but records do not, review role, object, association, and record-scope controls.
KB-HUB-03 contact-access-properties

Figure: Review the WoodsPortal system access properties and confirm the resulting portal access on the Customer Manager card.