We need to create hundreds (soon, thousands) of external users to be able to see transactions that pertain to their own accounts–but not any other transactions.
RI read about View Shares, but it looks like we would have to define them one at a time, and that for each one, we would have to manually set which columns to hide and which rows to filter. Doing that a thousand times does not sound like fun.
Saw a post to the forum, where someone asked about giving external users URLs with the filter built in as a parameter, but the reply was it did not work.
Each of our three types of external users should see certain fields.
Each external user should only see transactions where Field X = viewer ID.
Is there a way to create all those links or passwords in bulk? Cannot do them one at a time.