For the complete documentation index, see llms.txt. This page is also available as Markdown.

Build a customer portal

Build a read-only order portal where each signed-in customer can access only their own records.

Prepare data and test accounts

Use Customers and Orders, with an explicit relationship from each order to its customer. Decide how a signed-in user maps to a customer. Prepare two invited test users and at least one order for each customer.

Configure the access rules with App and data permissions. A visual filter alone is not proof of customer isolation.

Generate the portal

  1. Select the connected source.

  2. Adapt this prompt:

Build a customer order portal using Customers and Orders. Use the configured relationship between the signed-in user and customer. Show only that customer's orders, with delivery status and a read-only detail view. Do not add update or refund actions.

  1. Inspect the generated queries and record access configuration.

Verify isolation

Check
Expected result

Customer A opens the list

Only A's orders appear.

Customer B opens the list

Only B's orders appear.

A requests B's order directly

Access is denied and B's record is not returned.

Anonymous visitor opens the portal

The configured authentication rule is enforced.

If isolation fails, correct the permission rules before sharing the app. Do not solve it only by hiding links or buttons.

Check the same cases with real sign-ins in the published app. Use device previews to review order details on mobile.

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