To set up your portal, you need to select or create a "Users Table." This table contains your users' login data, as well as the link between the records and the users. Any table that you want to present as part of the portal needs to have a linked record field pointing to the Users Table. This way, each user can manage or view their own records, i.e. those that are linked to its user record in the Users Table.

Tables that do not contain any linked record fields cannot be selected during the portal creation process.

During the portal creation process you can choose to have a users table generated for you automatically. This option is unlocked by answering "No" to the "Do you have a users table?" question. You will then be asked if you already have a separate view per user (e.g. one filtered view per vendor, client etc). If you do, follow the steps in this help article. Otherwise, select "No" and then click the Generate Users Table button. This will create a new table (called "miniExtensions Users") in your base with one sample user. The table will be linked to each existing table in your base so you can use them all in your portal. All you'd have to do then would be to link the sample user to some records in the different tables for testing, or add your own users with their linked records.

In its most basic form, a Users Table only needs two fields:

You can add further fields used for login (e.g. password) as needed, as well as further linked record fields to add more data tables to your portal. Of course, you can also add additional fields that are not specifically used for the portal to the table, e.g. the user's address, department etc.

If your data table already contains a field with assigned users (just not as linked records, for example as a single select field), you can create a new Users Table and populate it using that field as explained in this help article.