Overview
The WoodsPortal dashboard consists of three configurable UI components you manage in the HubSpot CMS editor. The actual data each component displays must be enabled in WoodsPortal Admin > HubSpot Objects:
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Dashboard Cards: Dynamic, rich-text cards with CRM data and action buttons, displayed in either a stacked list or two-column grid.
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Tab Visibility: A single Tab that surfaces Files, Notes, and Tickets at either the contact level, the company level, or both, for the logged-in user.
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Right Sidebar Objects: Up to two object-record cards (standard or custom) shown in a card layout on desktop (hidden on mobile).
Dashboard Cards
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Enable: In the page editor’s Contents panel, toggle Dashboard Cards on.
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Layout: Choose Stacked View (single-column) or Grid View (two-column).
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Content: Click Add Card (or Edit) to configure:
Tab Visibility
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Enable: Click the Tab module in Contents.
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Options: Toggle on any combination of Files, Notes, and Tickets.
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Scope: For each option, choose to show records associated with the Contact, the Contact’s Company, or Both.
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Data Control: Ensure those objects are activated under WoodsPortal Admin > HubSpot Objects > Associations.
Right Sidebar Objects
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Enable: Click Right Sidebar in Contents and toggle on.
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Cards: Select up to 2 HubSpot objects (standard or custom) to display.
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Layout: Shown only on desktop; hidden on mobile.
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Data Control: Only objects activated in WoodsPortal Admin > HubSpot Objects will render.
Related articles
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Configuring Dashboard Cards in WoodsPortal
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Installing WoodsPortal in Your HubSpot Account
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Managing HubSpot Object Associations in WoodsPortal