Share records with people outside of your organization. Limit them to only see their records and allow them to update some parts of the records.
Client Portal for Airtable 1

Try this example of the Client Portal. The demo above is using this Airtable Base.

Features

đź’ˇThis extension is ideal for sharing data with clients without having to create an Airtable view for each client.

đź’ˇTip

If your table doesn’t use linked records for users, then you’re looking to create a search page instead of a login page, please check out this extension. (use case examples)

You can use this as a customer or member dashboard. Where they can log in and see some specific data that you allow them to see. This tool is particularly useful if you have clients/employees/students and you only want them to be able to see the records that they are associated with (e.g. profile/membership page), and none of the other records in your base. It’s ideal to allow your clients to log in and see/update their data. They would only be able to see their own data, not anyone else. You can control which fields are shown and which are used for login. Also, you can either share it as a link with your clients or you can embed it on your website.

Use Cases

Here are some examples of common use cases for this extension:

  • Customer Portal
  • Employee Portal
  • Task management
  • Marketplace
  • Appointment booking
  • Schools, and many more!

Released

Last Updated

Supported features

Third Party Integration

35 Questions
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Site visitor
Site visitor

We have vendors who need to update their insurance documents regularly. Automation in Airtable triggers email with request to do this when the renewal date is approaching. We want vendors to login with their business number and then a 4 digit pin and then be able to upload new documents.

Site visitor
Site visitor

Can you set up the portal for Airtable so that the user’s changes first have to be approved before they are released?

Site visitor
Site visitor

Can the portal be accessed without a password? I just want to give my customer a link that redirect to the portal without needing a password. Is that possible?

Also, is there any way for me to pass the “login details” programmatically? Instead of asking the user to enter it? The reason I ask this is that I already have implemented a login for users so that they can access other functionalities (not related to Airtable). I have their details and can pass those details to the login form. Is that a possibility?

Site visitor
Site visitor

Can I have multiple tables in a portal?

Site visitor
Site visitor

Some records are missing. I only see a few records while there are many more in Airtable.

Site visitor
Site visitor

How does the User Profile work?

Site visitor
Site visitor

How do I set login password for client portal?

Site visitor
Site visitor

Is there a way for a user to log-in and be able to click different tabs to see data linked to that user on each of the different tabs within that base? We have a tab for each part of their purchase process and it would be great for them to be able to log in and just click between the tabs to check the status of each part of the purchase process.

Site visitor
Site visitor

Can I use my custom domain for the portal?

Site visitor
Site visitor

I want to use the Portal for our customers to see their records in our newsletter. For this I have a “Customer” Table in another Airtable base. I sync this table to my Newsletter Base and link to this table by choosing the customer. Now I want to make the data accessible for this customer. So my question is: Is it possible to use a synced table with the Portal?

Site visitor
Site visitor

Can I integrate the portal with my website so that users don’t have to login?

Site visitor
Site visitor

Some records are not showing up in the user results, why?

Site visitor
Site visitor

Does the portal have the ability to show different views (set of fields) depending on who is logging in?

Site visitor
Site visitor

Do you have a way of combining records from several tables into 1 table? but by keeping the other steps in place so that they can continue to be updated accurately. i.e. I’d like to make an Airtable table that the CEO can look at the progress on each project by accessing the main status of the other tables in the bases.

Site visitor
Site visitor

I would like to create a sales recording base for my company’s distributor and also they take up new clients to supply every month. Now I was wondering if it would be possible to have the distributors use this portal to record sales and as well as register new clients/locations? Perhaps have two tabs on the sign in page to direct them to either client registration or record sales?

Site visitor
Site visitor

I would like to select a look up field instead of linked records field for login. But it’s not in the field listing.

Site visitor
Site visitor

Is there an extension similar to the Portal that does not require logging in (linking to the records) I have employees that need to view information in a table (view) that they are not linked to. E.g. Superintendent needs to view daily work reports, but the superintendent isn’t linked to the project, the field techs are. The need for the grid view is for each superintendent to view specific notes pertaining to multiple jobs they are over.

FAQ

Most frequent questions and answers

No, regardless of how many collaborators you have in Airtable, you only need to pay for one miniExtensions subscription then you can have unlimited users access the extensions you build with no extra fees. Learn more

There is no limit on how many bases you can install miniExtensions on. Learn more

 

We offer limited and unlimited plans. To learn more about how our limits work, see this article.

We have instructional videos for how to use each one of our extensions on the product page. They guide you step-by-step of how to set them up.

 

We’re not offering discounts at this time. And we don’t require any commitment.

 

Submit your request here and we will get back to you as soon as we can.