Set Up Guide - Daeda Association Viewer

1. Install Daeda Association Viewer on your account here

Daeda Association Viewer Install Page

2. Connect your account to Daeda Association Viewer

a. Choose the account you intend to use Daeda Association Viewer with.

b. Then click "Choose Account"

Connect Account

3. Review and accept permissions

a. Review the oauth permissions Daeda Association Viewer needs to function.

b. Once satisfied, click "Connect app"

Review Permissions

4. Go to record customization

a. Go to your HubSpot settings. In the sidebar, select Objects > Contacts.

b. Select "Record Customization"

Record Customization

5. Add your new association viewer app card

a. Click on a record view.

b. In the sidebar click "Add cards"

c. Find the "Association Viewer" App card and check the check box.

d. Click "X"

e. Click "Save and Exit"

Add an App Card

6. View your new app card on a contact

a. Navigate to any contact. There is now a new "Association Viewer" card in the sidebar

View App Card on Contact

7. Open the association viewer

a. Click View Associations

Overview

All Finished!

Need help? Contact us at support@daeda.tech