The miniExtensions Portal is the ideal tool for use cases like this. It allows you to easily control the records each user can access through a users table, and you can link as many projects as you need to your portal. Users will be able to manage only the records associated with them for each project, and you can remove any obsolete tables from the portal when they are no longer needed. Follow this link to learn more about how to set up your users table. Once your users table is ready, follow these steps:
Create a new portal extension by selecting your users table and the linked tables you want to display in the portal’s interface. Each table will be displayed as a linked record field, showing the number of current views and a button to add or modify the child form below its name.
💡 If your projects share a common table, you can create multiple views for each project and set filters for the specific data. Alternatively, you can use an Airtable view that already contains the data your employees need to access.
You can choose which tables are shown to different types of users as explained in this article.
If you want users to see all records or a set of records without managing them, you can add read-only views:
Select the table with the records you want to display. In the custom views section, open an existing view or add a new one, selecting the 'Show all records' option.
Disable the 'Allow users to expand (or edit) records in this custom view' option to ensure the view is read-only and displays all records.
💡 Custom views can also have different layouts from other tables in the portal, allowing you full control over how your data is displayed.
By leveraging the flexible combination of tables, views, layouts, and permissions, you can create an employee portal as simple or as complex as your needs require.