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Views for confidential information

  • June 1, 2020
  • 4 replies
  • 63 views
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Hello,
We use Airtable for confidential information.

  • Is there a way to lock a view so that not only can our team not change the filter settings, but also not be able to duplicate the view?

  • Also, is there a way to create a personal view, but for a group of people?

  • Is there a way to keep people out of certain locked views?

  • Something else that would be helpful is being able to customize the permissions of each user for each view. For example, I would like users to have editor permissions for Views A, B, and C but Read only permissions for Views D, E, and F. I know this can be solved by creating different bases, but because we can not link bases, copying and pasting records from one base to the other would allow the possibility of clients falling through the cracks.

Best answer by ScottWorld

Thank you, this does help us understand. While Airtable is a useful collaborative and communicative tool, it has no security. Would you happen to know if there is a way to have one base feed two or more separate bases without having to copy and paste each record? I think this would help because then we could grant access to certain bases to specific team members.

Yes, this is possible with Airtable’s syncing feature. (Although, for maximum Airtable benefits, it is typically recommended to keep your data unified in one base instead of setting up multiple bases.)

However, you could also create your own custom syncing feature by using Make’s advanced automations & integrations.

If you’ve never used Make before, I’ve assembled a bunch of Make training resources in this thread. For example, here is one of the ways that you could instantly trigger a Make automation from Airtable. 

- ScottWorld, Expert Airtable Consultant

4 replies

ScottWorld
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  • ScottWorld
  • Genius
  • 9778 replies
  • June 1, 2020

2025 Update:

This sort of security is now natively built into Airtable with Airtable’s interfaces feature.

Additionally, if you need to share your Airtable data with external users (i.e. people who are not a part of your internal team), then you would need to use a portal app for this.

Airtable has their own portals feature, which costs $120 per month for 15 users, and $8 per month for each additional customer after that.

However, you can also use a 3rd-party portal, which are typically less expensive than Airtable’s portals.

The most popular portals that are currently available for Airtable are:
Noloco, JetAdmin, Softr, Pory, and Glide.

I gave an entire one-hour webinar on Noloco called Building a Client Portal on Noloco powered by Airtable.

Hope this helps!

If you’d like to hire the best Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld

ScottWorld
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  • ScottWorld
  • Genius
  • 9778 replies
  • June 1, 2020

p.s. If this answers your question, could you please mark my comment above as the solution to your question? This will help other people who have a similar question. If not, please let me know what else you need help with! :)

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  • Bridget_Ruiz
  • Author
  • Participating Frequently
  • 5 replies
  • June 1, 2020

p.s. Hope this helps! If this answers your question, could you please mark my comment above as the solution to your question? This will help other people who have a similar question. If not, please let me know what else you need help with! :slightly_smiling_face:


Thank you, this does help us understand. While Airtable is a useful collaborative and communicative tool, it has no security. Would you happen to know if there is a way to have one base feed two or more separate bases without having to copy and paste each record? I think this would help because then we could grant access to certain bases to specific team members.

ScottWorld
Forum|alt.badge.img+35
  • ScottWorld
  • Genius
  • 9778 replies
  • Answer
  • June 1, 2020

Thank you, this does help us understand. While Airtable is a useful collaborative and communicative tool, it has no security. Would you happen to know if there is a way to have one base feed two or more separate bases without having to copy and paste each record? I think this would help because then we could grant access to certain bases to specific team members.

Yes, this is possible with Airtable’s syncing feature. (Although, for maximum Airtable benefits, it is typically recommended to keep your data unified in one base instead of setting up multiple bases.)

However, you could also create your own custom syncing feature by using Make’s advanced automations & integrations.

If you’ve never used Make before, I’ve assembled a bunch of Make training resources in this thread. For example, here is one of the ways that you could instantly trigger a Make automation from Airtable. 

- ScottWorld, Expert Airtable Consultant


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