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How to set field permissions in the portal and show different tables depending on the user type
How to set field permissions in the portal and show different tables depending on the user type

I need to grant some logged-in users edit access only to specific fields they belong to based on their roles.

Updated this week

Client portals -by default- display different records based on the logged-in user. But sometimes you may need to show different tables for different types of users. For example, make a certain table visible exclusively to admins or members of a specific department.

This can be achieved with our Conditional Tables feature. You can set this up by going to:

  1. Your portal's configuration page

  2. Tables section

  3. Click on the table you want to show conditionally

  4. Conditional Tables section

  5. Add conditions based on your users table. The table will only be visible to users that meet the conditions. Classic examples would be a checked "Admin" checkbox or a specific value for a Single Select field.

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