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How do I set up the "Users Table"?

How does the portal user table work and how to use an existing list of users to create it.

Updated over 3 months ago

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.

If you already have your data tables linked to the users table using linked record fields, but they don't appear in the list when trying to add a table to your portal, please refresh the page and try again.

How to set up a Users Table from scratch

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

  • a login field, for example an email address

  • a linked record field pointing to a data table

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.

How to set up a Users Table with existing data

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 like this:

  • If the field containing the users is not your primary field and you can modify the field type, go to your Airtable base and change the field type to 'link to another record', select the users table that you just created as the table to link records from, and save. This will convert all instances of users in the field to records in the users table and link them to the appropriate records in your data table.

  • If the field containing the users is your primary field or you can't modify its type, go to your Airtable base and create a new formula field to copy the values from the field containing the users. For example, if your field with the users is called 'person', you can use {Person} as the formula. After saving, you'll have a field with a copy of the data that you can then transform to 'link to another record' like in the previous scenario.

  • If you don't have a field with the users and want to create them using a view, go to your Airtable base, create a new linked record field, and open the desired view. Populate the new field of one of the records with the user or users that you want to link to the records in that view and paste it on all of the records. Repeat the same steps for the next view.

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