Resources

Learn how to configure your portal’s logos, sidebar headings, welcome message, and CTA buttons directly in the HubSpot CMS page editor using the Branding module.

Admin — Mon, 14 Apr 2025 09:34:17 GMT

Overview

The Branding section lets you tailor the look and feel of your WoodsPortal login and sidebar. You can upload light/dark logos, set alt text and sizing, craft a welcome message, and add a custom sidebar CTA with text and URL.

Before you begin

CMS permissions: Access to Website Pages and Design Manager in HubSpot.
Assets: Prepare logo files (light and dark versions) and any URLs for CTAs.

Step-by-Step Instructions

Open the Branding Module
- In the HubSpot page editor’s Contents panel, click Branding.
Configure Company Logos
- Logo Icon: Upload your portal icon, set Alt text, and choose Size:
  - Auto: Adjusts to original dimensions.
  - Custom: Enter Width and Height in pixels.
- Light Logo (for dark backgrounds):
  - Upload the image, set Alt text, choose Size or Max size limits.
- Dark Logo (for light backgrounds):
  - Upload the image, set Alt text, choose Size or Max size limits.
Set a Welcome Message
- In Welcome Message, enter the text shown on the portal’s login screen (supports rich text formatting).
Add a Sidebar CTA
- Toggle on Show Sidebar CTA to reveal the CTA section.
- CTA Title: Enter a heading above the button.
- Button Text: Enter the call-to-action label (e.g., “Contact Support”).
- Button URL: Paste any valid URL (external site, HubSpot page, file, blog, or payment link).
Save & Publish
- Click Save in the module.
- Publish or update your page to apply the new branding.

Troubleshooting

Issue	Resolution
Logos appear distorted	Verify you set correct custom Width/Height, or switch to Auto sizing.
CTA button not visible	Ensure Show Sidebar CTA is toggled on and you’ve entered both Button Text and URL.
Welcome message not updating	Confirm you’re editing the correct page in HubSpot CMS (not a draft of another template), then republish the page.

Learn how to select which HubSpot pipelines and pipeline stages appear in your customer portal and set a default stage for new records.

Admin — Mon, 14 Apr 2025 09:34:17 GMT

Configure the three dashboard elements—Dashboard Cards, Tab Visibility, and Right Sidebar Objects in HubSpot’s page editor

Admin — Mon, 14 Apr 2025 09:34:17 GMT

Learn how to enable or disable create/update permissions, File Manager, Notes, and Ticket Management features for any object via the Settings tab in WoodsPortal Admin.

Admin — Mon, 14 Apr 2025 09:34:17 GMT

This guide walks an administrator through connecting Amazon Cognito to WoodsPortal so end users can choose Sign in with AWS Cognito on the login screen.

Admin — Mon, 14 Apr 2025 09:34:17 GMT

Before you start

Learn how to add and customize up to two HubSpot object record cards in the WoodsPortal right sidebar, including setting object names, IDs, company association, pipeline filters, and iframe display.

Admin — Mon, 14 Apr 2025 09:34:17 GMT

Learn how to grant and revoke portal login access and control which records users see—either at the company level or on an individual record basis—using HubSpot workflows, properties, and association labels.

Admin — Mon, 14 Apr 2025 09:34:17 GMT

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

Admin — Mon, 14 Apr 2025 09:34:17 GMT

Learn how to copy files or folders within HubSpot’s File Manager for any standard or custom object using the CopyResource action in a HubSpot workflow.

Admin — Mon, 14 Apr 2025 09:34:17 GMT

Learn how to tailor the object record creation form—add, remove, and reorder fields, apply conditional logic, and rename labels—directly in WoodsPortal Admin.

Admin — Mon, 14 Apr 2025 09:34:17 GMT