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Using Airtable to create a client portal

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NormaGPanetta
5 - Automation Enthusiast
5 - Automation Enthusiast

Hello. I'm trying to find information as to whether I can use Airtable only to create a customer/client portal. I've seen some videos but I need clearer instructions, meaning where do I go to create this portal, how do I add information, linking clients, creating login page etc. 

Is there any information that is useful on here or is a walkthrough video that you can point me in? Your help is greatly appreciated. Thanks

13 Replies 13
Goods_Cargo
4 - Data Explorer
4 - Data Explorer

My solution is to create different views in your table:

Make sure you have a column with the "Client Name"  and filter the new view to only show records with "Client name"

Then share that specific view link to your client. (Shorten the link with billy or something to make it easier because it's quite long). They will only see what is in that view. 

I think depending on what plan you're on, you can even set a password for that page.

G&C

Hi Scott - I followed your advice on this one. Noloco is next to look at but the pricing is a concern. 

Softr, you are correct I learned that the hard way. 

Pory looks like they havent been active in a couple of years and their facebook pages are very quiet, so Im concerned about long term support?

Glide looks very expensive straight away, but fully featured

Mini Extensions did most of what was needed pretty fast, but it's got some password and login features lacking. 

Enjoying the process. All up though, Airtable rocks.

HannesK-ME
6 - Interface Innovator
6 - Interface Innovator

Hi everyone, Hannes here from the miniExtensions Team!

I just wanted to add to this conversation that we also offer a powerful client portal. As others have pointed out, Airtable is not a great option for this natively, so using an external tool makes a lot of sense. Feel free to try it out with a free account and let me know if you have any questions! It's easy to get started and we don't charge you for the number of end users, sessions or anything like that.

You can also find a quick demo video here!

It's too expensive. That's why we are 😆 kg for air table as a portal.