Client portal/App setup help

My suggestion would be to set up a separate app where all clients interact with your company,  not a series of duplicate apps per client but one app where all clients would use it and access would be controlled by Role Permissions.

You would have a table of authorized client users where the key Field is the UserID. That table would have a field on it for what company's records they are allowed to see. You would then create relationships from the client users table down to any of the detail records in your client portal app (using a formula User reference field on the detail record of

 User()

You would lock up down to the detail records the company that currently logged in user is allowed to see. Then you would set up custom permissions so that users in the rule client users can only see detail records where the company on the record matches the company in the detail table  

You really do not want to get into a situation where you need to duplicate an app for every new client because then the pipeline work gets crazy for each new client and you end up with all these separate apps that will need to be separately maintained and any enhancement you need in one app would have to be replicated 2, 3,4, 5, ... 10 times as the clients build. That will make you crazy.

Feel free to post back with any questions you have and I will respond the best I am able.  The forum moderator is still working on getting email notifications working on this new platform but in the meantime you can email me directly to let me know if you've made a new post. 

Mark Shnier

Your Quickbase Coach

mark.shnier@gmail.com 

QuickbaseCoach.com