--- title: Use guided help and manage administrator settings description: The administrator app provides contextual product tours, setup resources, and account settings for profile, password, MFA, sessions, login activity, notifi --- [![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) [Getting Started & Administration](https://digitalwoods.io/resources/tag/getting-started-administration) 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 The administrator app provides contextual product tours, setup resources, and account settings for profile, password, MFA, sessions, login activity, notifications, and authorized portal security. ## Use contextual help 1. Open a supported object configuration or administration page. 2. Open the help menu. 3. Start the available product tour, setup video, or documentation resource. 4. Follow, skip, or complete the tour. 5. Use the global opt-out only when the user no longer wants guided tours. ## Manage account settings - Edit the administrator profile. - Change a known password or use the separate password recovery flow. - Manage authenticator, backup-code, or passkey enrollment where available. - Review and revoke active sessions. - Review login activity. - Configure notification preferences. - Manage portal security only when the administrator has the required permission. ## Behavior - Tour completion is remembered locally. - A global tour opt-out is backed by the application configuration. - Security-sensitive settings can require recent authentication or elevated permissions. ![KB-ADM-04 security-overview](https://digitalwoods.io/hubfs/WoodsPortal%20Screenshots/KB-ADM-04_security-overview.png) *Figure: Security overview showing verification, authentication methods, and active-session status.* 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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