A Customer Portal in QuintaDB is a great way for a company or organization to allow its customers or users to log into their dedicated internal web-system and access restricted data with different access level roles.
A Customer Portal in QuintaDB is a great way for an company or organization to allow its customers or users to log into their dedicated internal web-system and access restricted data with different access level roles.
Instead of creating your own authentication and security services, you can use QuintaDB customer portals. Your web-users will be able register on your portal instead of signing up with QuintaDB's account.
Your clients can log into your dedicated web-portal, access modules (tables, forms, reports, charts, maps or calendars) shared to them, add data, and most importantly, view and modify only those records which they submitted (if you using 'Access only own records' option, otherwise they will see all data).
A Customer Portal provides you with an excellent opportunity to present your database with a brand identity personal to your company or organization.
So, you have the database and want to allow web-users to signup to access it, activate account and reset password if needed. If so, please, follow the steps below.
Open any project and go to the Portals module. You'll see 'Create new portal' tile. Click it and enter portal name.
Once portal created you have to decide which modules will be available for your customers. You'll see all Forms, Tables, Reports, Charts, Maps, Calendars and Files. Choose only those which you want to share.
Once you activated some modules you'll see new menus available. Settings and Integration.
3.2 On the Settings page you can choose Authentication fields (read about this item below), upload Logo for your portal, select your portal's Language (English, German, Ukrainian and Russian), change List or tile view for modules and Advanced options.
3.3 Also you can choose which authentication type to use on your portal.
- NO AUTHENTICATION. ANY WEB USER WILL BE ABLE TO ACCESS IT.
- BASIC HTTP AUTHENTICATION. SET ONE PAIR OF LOGIN AND PASSWORD TO PASSWORD-PROTECT PORTAL.
- SIGN-IN REQUIRED. USER SHOULD BE REGISTERED IN PORTAL IN ORDER TO BE ABLE TO LOGIN AND ACCESS IT.
You can disable registration on your portal. This way only manually added users will be able to sign-in and use portal.
3.4 You can choose which fields to use on Login and Registration forms. And also you can rename them.
You can set Signup form fields and Login form fields separately. Here is how you can select Signup form fields:
And Login form fields:
Company or organization field can be a DropDown if you'll enter pre-defined companies list.
Email, Phone number or Login field will automatically understand what exactly user enter and will assign it to login, email or phone fields in Account.
You can disable this field and instead enable one (or all) of the Login, Email and Phone fields. For Signup form also Address fields available such as: Street address, City, State and Zip code.
At least one authorization field should be enabled in order to use Login or Signup forms.
If you'll decide to go with 'Sign-in required' authentication you'll see such pages.
4.1 Log in page
4.2 Sign up page
4.3 Restore password page
On the Notifications tab your can edit your Activation and Reset password Email and SMS templates. And also you can enable email and sms notifications about new registrations on your portal.
On the Users & Permission tab, you can view your user’s group, delete them, and add new users by clicking ‘Add users to portal’ button.
Or you can add new group. Using user's groups, it will not be necessary to assign access rights for new users each time. It will be enough to add them to the group with the established rights.
On the 'Add new group' page you can choose user's role. It can be 'Read only', 'Read and write', 'Read, write and delete records'.
The most important option is ‘Access to only own records’. If checked, users will only see records that they added.
But also you can select which features will be available for users, such as: Grouping, Search, Edit records, Print, Clone and Data Export.
Now you can add users to this group.
Click on the user's group tile and click on the 'Add users to the group' tile on the next page.
In order to add users just add their emails or login(one per line).
You can edit invite emails templates.
Same way you can add user with custom access rights.
Once you’ve added a user, you can find a “Users not in any group” tile on the “Users’ Groups” page.
Please know that the user’s password is matched with the email or login by default. You can edit portal user’s account in the group.
Click on the user's tile.
Press on the 'Account' button on the next page.
You can change password, enter name, contacts and upload avatar on the user's account page.
You can set the default permissions for new user.
Click on the 'Add users to portal' button and click on this link.
On the next page, you can edit default permissions for the new user, for all modules. This way, you can control access level for newly registered portal users.
You can select which features will be available for new registered users in all enabled modules, such as: Grouping, Search, Edit records, Print, Clone and Data Export.
Default permissions can be also set per Table or Report. Please, see how below:
Notice that you can also control Field level access. I.e. set which field will be disabled on the Form and Table.
Also, you can modify permissions and access rights for user's group. Just open the user's group and press on the 'Settings' button.
On this page you can edit tables and reports permissions for the group. Click on 'Edit' icon.
Click on the ‘Fields’ link (as shown in the screenshot) in order to control which fields the users will see on the form when adding a record, as well as which columns the users will see while viewing a table or report.
As a result, the logged in user will see a portal as similar to this:
8.1 If your Portal authentication type is ‘Sign-in required’, logged in users will see menu at the top right where they can access their Account page to modify their personal information (e.g. login username, password, email, name, company, upload an avatar or delete their account).
8.2 Logged in Portal users will see data in the same way normal QuintaDB or Team QuintaDB users seeing on the Records page.
Portal users will be able to Export data to PDF and Excel, perform Sorting, Pagination, Search and Grouping. And also Edit and Delete records (if allowed by permission settings).
If your authentication type is ‘No authentication’ or ‘Basic HTTP authentication’, your web user does not need an account page. Also, such web users will see portal modules as Widgets so you can control their look in the ‘Widgets’ sections of every form, table, or report.
Let’s assume you’ve already created and configured a web portal and added users to it (or possibly the users registered themselves). Your customers will see only those records that they added themselves.
But what if you already have records in your tables or in your CSV or Excel files which you want to assign to specific portal accounts?
There are two ways of achieving this in QuintaDB.
1. You can go to Records page, select some records and click into 'Actions' dropdown's 'Change record owner' option.
After that you just have to decide who will become new records owner. Like shown on the screenshot below:
2. The second way is to use Import from CSV or Excel file. But first you have to enable 'Added by' column.
Once enabled, you will see the new ‘Added by’ column on the ‘Records’ page.
Now you can use your portals users names in your CSV or Excel file in order to assign imported records.
Just make sure you have 'Added by' column in your file and that it contains proper user names (same as you see on Records page).
So by using either of the methods, you’ll achieve the same result, that is, your portal users will see new records once they sign-in to your portal.