Blog, Website & Page Publishing

ARichards7
Member

User Portal

My client wants to build a User portal on the Content Hub. I can see how the new memberships functionality controls content access but it is not clear to me how that controls data access. As this is new functionality I can't find much more on the knowledge base. There is a user portal function but that is for managing support tickets - this doesn't look like the right functionality.

 

The use case is a parent will need to register children (students) for events, they will need to see multiple children, therefore, multiple contact records. The parent needs to see the child data and the student will need to be able to login to see their own data. Event managers will need to log in to see all students on the event and their details.

 

The question is how do they access this data? Would it be via forms on the access controlled pages? 

 

Has anyone built a user portal with direct access into the HubSpot data without using custom API's preferably.

 

I have one answer, can anyone verify that this will work or a better way of doing this:

 

Create Forms in HubSpot:

  • Go to your HubSpot account and navigate to Marketing > Lead Capture > Forms.
  • Create a form for each type of data collection or update you need (e.g., student information, parent information, teacher information).
  • Include fields that capture all necessary details. For updates, ensure you have fields for existing data to be modified.

Embed Forms in Membership Pages:

  • Create or edit the pages where you want these forms to appear.
  • Embed the forms using the form module. Ensure that only logged-in users (members) can access these pages by adjusting the page access settings.

Pre-fill Forms with Existing Data:

  • Use HubSpot’s smart content feature to pre-fill forms with data HubSpot

 

0 Upvotes
2 Replies 2
ARichards7
Member

User Portal

It seems a custom layer is required to achieve this.

0 Upvotes
PamCotton
Community Manager
Community Manager

User Portal

Hey @ARichards7, thank you for posting in our Community!

 

This approach uses HubSpot’s built-in functionalities and doesn’t require custom APIs. 

I want to invite our top experts, @TomM2 and @danmoyle has anyone else implemented a similar solution?

 

Kindly,

Pam

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0 Upvotes