Ask visitors to sign in
How to turn a public portal into one that only people with an account can open, and what each of them then sees.
10 docs tagged with "portals"
View all tagsDecide whose records a visitor sees
How to say, once and on the table itself, that a portal visitor only sees their own company's records — instead of writing that filter into every Custom API.
Draw your own sign-in page
How to make your portal's sign-in, sign-up and forgotten-password pages screens you drew, and keep a landing page open to everyone.
Let visitors attach a file
How a file somebody picks on a portal screen reaches a record's File column, through the same Custom API everything else goes through.
Let visitors run their own company
How a visitor starts a company on your portal, invites colleagues into it, changes what they may do, and leaves — from buttons you draw.
Let visitors save changes
How a portal screen creates, changes and deletes records, and what you have to write for it to be safe.
Let visitors turn on two-step sign-in
How a visitor sets up an authenticator app on your portal — one button you draw, and a panel the platform draws behind it.
Publish an app as a portal
How a maker publishes a drawn app to a web address of its own, for people outside the organisation.
Show a view as a grid
How to put the platform's own grid on a portal page, and let a view decide its columns.
Use your own domain
How to serve a portal at an address your organisation owns, and how you prove the domain is yours.