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Customer Portal

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.

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 'Acess only own records' option, otherwise they will see all data).

Thus, 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.

 

1. Create portal

2. Select modules avaialble for users

3. Configure and integrate portal

4. Login, Signup and Restore password pages

5. Notifications

6. Users

7. Permissions

8. Portal for logged-in users

9. Portal for web-users

10. How to link table records and portal user accounts

 

1. Create portal

 

Open any project and go to the Portals page. You'll see 'Create new customer portal' button. Click it and enter portal name.

 

Create customer portal

 

2. Select modules avaialble for users

 

Once portal created you have to decide which modules will be available for your customers. You'll see all Forms, Tables, Reports, Charts, Maps and Calendars listed. Choose only those which you want to share.

 

Select modules which will be available in your customer portal

 

3. Configure and integrate portal

 

Once you actaved some modules you'll see new menus available. Settings and Integration.

    3.1 On the Integration tab you'll be able to get JavaScript code to integrate the whole portal as widget on your own web page. Also you can use Direct Link to share it with your customers only.

Integrate portal on web page

 

  3.2 On the Settings page you can upload Logo for your portal, select your portal's Language (English, German, Ukrainian and Russian)

  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.

 

Choose authentication type

 

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:

Portal's signup form fields

 

And Login form fields:

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.

 

4. Login, Signup and Restore password pages

 

If you'll decide to go with 'Sign-in required' authentication you'll see such pages.

    4.1 Login page

Login page

 

    4.2 Signup page

Signup page

    4.3 Restore password page

Reset password page

 

5. Notifications

 

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.

 

Portal notifications

 

6. Users

 

On the Users tab you can view your portal users, delete them and add new users by clicking on 'Add users to portal' button.

Portal users

 

On the 'Add users to portal' page you can choose user role. It can be 'Read only', 'Read and write', 'Read, write and delete records'.

 

Add users to portal

 

In order to add users just add their emails (one per line). You can edit invite emails templates, please, see link at the bottom of the screenshot (page).

The most important option is 'Access to only own records'. If checked users will only see records added by themselves, othervise, if unchecked - customers will be able to see all table records.

But also you can select which features will be available for users, such as: Grouping, Search, Edit records, Print, Clone and Data Export.

 

7. Permissions

 

On  the Permissions tab 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.

 

Edit default permissions for the new user for all modules

 

Default permissions can be also set per module. Please, see how below:

 

Default per module and per field and column permissions

 

Notice that you can also control Field level access. I.e. set which field will be disabled on the Form and Table.

 

Also, on the same 'Permission' page you can modify permissions settings for registered users per field, per column, per record, per user and per module access rights.

 

Per module and per user access

 

Click on the 'Fields' link (like shown on the screenshot at the top) in order to control which fields users will see on the Form while adding records. And which columns users will see while viewing Table or Report.

 

Field level portal access

 

8. Portal for logged-in users

 

At the end, logged in user will see Portal like shown below:

 

Configured portal for logged in user

 

8.1 If your Portal authentication type is 'Sign-in required' logged in user will see menu at the top right where he can access his Account page to modify his personal information, like login, password, name, email, company, upload avatar and delete account.

 

Portal user's Account page

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 records for logged in users

 

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).

9. Portal for web-users

 

If your Authentication type is 'No authentication' or 'Basic HTTP authentication' your web user do not need Account page. Also such web users will see portal modules as Widgets. So you can control their looks in the 'Widgets' section for every form, table or report.

 

Portal records for not logged in web users


 

10. How to link table records and portal user accounts

 

Let's assume you've already created and configured web-portal, added users or they are registered by themselves. Your customers will only see their own records, added by 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 achieveing this in QuintaDB.

1. You can go to Records page, select some records and click into 'Actions' dropdown's 'Change record owner' option. 

 

Select records to change owner

 

After that you just have to decide who will become new records owner. Like shown on the screenshot below:

 

Change record owner

 

2. The second way is to use Import from CSV or Excel file. But first you have to enable 'Added by' column. You can do it on the 'Fields' page in the 'Advanced options'.

 

Enabled Added by column

 

Once enabled you'll see the new 'Added by' column on the 'Records' page.

 

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, using both methods you'll achieve the same - your portal users will see new records once they sign-in to your portal.

 

 

 

 

 


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Igor Petrushenko

Hi, MUS!

Yes, in portal settings you can upload logo.


MUSS South

Hi Igor

In my portal I can see my logo in place of MTH in top left corner, is this possible to do on the customer portal too?


Igor Petrushenko

Thanks, David!


David Klingler

Big feature! Nice!

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