--- title: "Resources: Guides, Case Studies & Insights | Knowlege-Base" description: Knowlege-Base | Explore practical guides, real-world case studies, and insights on HubSpot, customer portals, automation, and modern web development. --- [![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 Knowledge Base # Guides & documentation Everything you need to set up, configure, and get the most out of WoodsPortal. [Overview](https://digitalwoods.io/resources/tag/knowlege-base) [Getting Started & Administration 05](https://digitalwoods.io/resources/tag/getting-started-administration) - 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 10](https://digitalwoods.io/resources/tag/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 05](https://digitalwoods.io/resources/tag/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 09](https://digitalwoods.io/resources/tag/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 06](https://digitalwoods.io/resources/tag/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 02](https://digitalwoods.io/resources/tag/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 06](https://digitalwoods.io/resources/tag/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 02](https://digitalwoods.io/resources/tag/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) Getting Started & Administration ## Manage themes and integrations Administrators can browse and install supported theme assets, while the current Integration Manager exposes integration routes whose production catalog remains to be verified. ## Work with themes 1. Sign in to https://app.woodsportal.com and select the correct portal. 2. Open Themes. 3. Browse the available theme assets. 4. Open a theme to inspect the information shown by the current interface. 5. Install the selected theme or upload supported templates when that action is available. 6. Confirm the installed state and test the customer portal presentation. ## Theme qualification - Theme and presentation capabilities do not imply unrestricted white-label control over every interface element. - The exact live customization controls and the boundary between self-service and implementation support remain backlogged. - Document only the controls visible in the production account used for capture. ## Use the Integration Manager cautiously 1. Open the current Integration Manager in the administrator app. 2. Review only the integrations shown for the selected account. 3. Open an integration detail page to inspect its current configuration and status. 4. Do not assume an integration is native, generally available, or self-service unless the current catalog and product owner confirm it. ## Current qualification - The complete production integration inventory remains backlogged. - Exclude in-development portal settings and self-service billing pages from customer documentation until their release status changes. ![KB-ADM-05 theme-manager](https://digitalwoods.io/hubfs/WoodsPortal%20Screenshots/KB-ADM-05_theme-manager.png) *Figure: Browse and install available portal themes from the Template Manager.* [Open this article on its own page](https://digitalwoods.io/resources/knowledge-base/manage-themes-and-integrations) ### Browse All Topics [Getting Started & Administration Get started with WoodsPortal, connect your HubSpot account, configure your portal, and manage essential administration settings. 05 articles](https://digitalwoods.io/resources/tag/getting-started-administration) [Authentication & User Access Manage authentication, user access, login settings, and customer access to your WoodsPortal. 10 articles](https://digitalwoods.io/resources/tag/authentication-user-access) [Portal Design & Navigation Design your portal pages, configure navigation, and create a consistent customer portal experience. 05 articles](https://digitalwoods.io/resources/tag/portal-design-navigation) [CRM Records & Associations Configure HubSpot CRM objects, records, associations, filters, and the data displayed in your portal. 09 articles](https://digitalwoods.io/resources/tag/crm-records-associations) [Files & Collaboration Manage files, notes, and collaboration features between your HubSpot account and customer portal. 06 articles](https://digitalwoods.io/resources/tag/files-collaboration) [Permissions Control access to portal features, CRM data, objects, records, and administrative capabilities. 02 articles](https://digitalwoods.io/resources/tag/permissions) [Automation & Integrations Automate portal actions, connect workflows, trigger events, and integrate WoodsPortal with other tools. 06 articles](https://digitalwoods.io/resources/tag/automation-integrations) [Developer Resources Build custom portal experiences with developer resources, APIs, integrations, and advanced configuration. 02 articles](https://digitalwoods.io/resources/tag/developer-resources) Built for HubSpot Teams ## Revolutionize How Your Customers Interact With Your Data. Get started with WoodsPortal today or book a demo with our team. Book a Demo [Get Started Free](https://app.woodsportal.com/login) ![](https://digitalwoods.io/hubfs/woods-portal-dark.png) - Dashboard - Contacts - Companies - Tickets - Documents - Requests Welcome ![Footer shape](https://digitalwoods.io/hubfs/s1-shape-1.webp) [![woods-portal-dark](https://digitalwoods.io/hubfs/woods-portal-dark.png)](https://digitalwoods.io/) #### Secure Custom-Branded Portal - Built Natively for HubSpot Give your clients secure access to CRM records, files, and updates — with full design control from within HubSpot CMS. ##### Product - [Home](https://woodsportal.digitalwoods.io/) - [Pricing](https://woodsportal.digitalwoods.io/pricing) - [Blog](https://digitalwoods.io/resources) - [Knowledge Base](https://digitalwoods.io/resources/tag/knowlege-base) - [FAQ](https://woodsportal.digitalwoods.io/faq) ##### Company - [Contact](https://woodsportal.digitalwoods.io/contact) - [Privacy Policy](https://digitalwoods.io/privacy-policy) - [Terms of Service](https://digitalwoods.io/terms-of-service) © 2026 WoodsPortal - All rights reserved.