How to build a Client Portal with Softr
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- Äas pĆidĂĄn 29. 08. 2024
- You've been working hard managing your clients inside of Airtable. But what do you do if you want to provide access to your clients?
Give Softr a try đ bit.ly/3KBGRS2
With Softr, it's easy to get started building a Client Portal - they have a powerful template that you can connect to your Airtable base in seconds.
Softr + Airtable = GAMECHANGER for saving on users in a workspace!! Great video Dan and thank you Artur, Mariam and team for an amazing low/no-code tool!
Can u make a full video of a project made on softr and then later sell it on accquire. I need to learn how to do it and configure
But softr doesnt handle linked records and automatically create linked record forms within the record display, without manually creating every . . single . . field . . ?Weeks of work for what something as basic as MiniExtensions just has ready in a click?
Thatâs cool, thanks Dan!
Like your videos but WAY too much zooming, you make changes on side bar but then I have to back it up to see what it looked like before and after, we all have high res screens, we can read when your using the full screen.
I don't disagree! Something we're trying to improve with our video editing team. Thanks for the feedback.
Hi how can i create a link of an image to upload on the table? I tried to use a link from google drive but the project image is not popping up on the portal
Dan, have you made a video comparing Softr to Draftbit? Or could you provide some comparison insight?
Good question! We're doing some of the more similar comparisons first like Noloco, Retool, Glide with Softr.
Super high level, Softr is more for internal tools on web. Low barrier to entry for non-technical folks.
Draftbit is most known for native mobile apps and so if you're building say an MVP for external users is probably the better choice there. More control but at the expense of higher learning curve
OH MY GOD YIU ARE A GAME CHANGEERRRRRE
This is great! Is there a way for clients to submit project with in the portal?
Yes! You can assign them a role (like Client) and then add a block with action buttons that allow them to create a new project
Are user portals unique for each user? For the customer portals, my idea involves embedding unique content specific for each user. That includes other third party SAAS as well as Airtable. So each user would need some unique menu items that enable them to navigate to their respective content exclusively. Is this level of user-specific content segregation feasible within Softr customer portal architecture? Finally, can we embed file uploaders like Box Uploader for example?
Looks like this is achievable by adding unique user groups.
Yeah, should be easy through user groups. Down to the user level would get tricky though
Hi after adding table and after login in through magic link lucie client
I can see the custom tasks table which we made but i get a popup saying "unable to fetch datasource base tables by given parameters, or the requested model wasnt found. Check that both your user and your token have the required permissions, and the model names and/or ids are incorfect"
Hey Zoya, might be a good q for support. I do remember a similar issue I had before because somewhere the magic link was hardcoded to a different instance of the app. But seems like support can get you unstuck here
nice