Users & Permissions
In this section you will learn how to link set Users and Permissions for creating a customer portal
The key functionality of any Portal is that any user or group of users see and interact only with their data. In this step, we'll invite our users and set permissions to turn our Airtable app into a secure portal.
Invite Users
Click Share
and add the email of a user. Then we can invite this user to the existing team or create a New Team by clicking Add a new Team
. In our example, we build a portal for corporate clients, so we'll create separate teams for every company we work with.
Click on the
Share
buttonPaste the Email you want to send an invite to
Click on the
Team
IconChoose
Add a New
TeamWrite the Name of the New Team
Click on the
Create
button
In Jet Admin, Teams are the groups of users with the same permissions
Then send invites to the users.
Set the Data Separation
Team Properties and User Properties are used to set the data separation in Jet Admin. For each team or user, we add a Property
that uniquely identifies a company or a client, such as domain
or email
. In our case, we use the company name:
Click on the Add Property
Choose the Name of the Property
Click on the
Create
buttonSet the property of the team
To be able to separate data, we need to have the property value in our data
Next, we need to filter our Portal's data by the property. Select the component you want to separate data for, proceed to filters, and set them Client field
to match Client property
what we've created.
Choose the Table
Click on the
Filter
iconChoose Client -> Client equals
Click on the
Formula
iconChoose Team Properties -> Client
Set Permissions
Additionally, we want our Coffee Beans employees to interact only with the portal page we've created. For this, go to the Teams and set page-level permissions to allow access to the Tasks
, Tasks-edit
and the Tasks-create
pages:
Now, let's check how that works: the Beans Coffee employee that we've invited can see only their company's projects:
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