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

Video tutorial:

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.

 

1. Create portal

2. Select modules available for users

3. Configure and integrate portal

4. Login, Signup and Restore password pages

5. Notifications

6. Users & Permissions

7. Access rights

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 module. You'll see 'Create new portal' tile. Click it and enter portal name.

2. Select modules available 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, Calendars and Files. Choose only those which you want to share.

 

3. Configure and integrate portal

 

Once you activated 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.

  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.

 

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:

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.

 

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 Log in page

Login page

 

    4.2 Sign up 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.

 

6. Users & Permissions

 

On the Users & Permissions tab you can view your user's groups, delete them and add new users by clicking on '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 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.

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 user you can found a "Users not in any group" tile on the "User's groups" page.

Please notice that the user's password is matches 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.

7. Access rights

You can set the default permissionfor 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 (like shown on the screenshot) 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.

 

8. Portal for logged-in users

 

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

 

 

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 achieving 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.

 

Enabled Added by column

 

Once enabled you'll 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, 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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David Klingler

Big feature! Nice!


Igor Petrushenko

Thanks, David!


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

Hi, MUS!

Yes, in portal settings you can upload logo.

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