The miniExtensions Portal has powerful customization options which allow you to show only certain parts of your portal to certain types of users, e.g. admin users can see more or different tables or views than normal users, or users from different departments can see different tables etc. These options are extremely useful in many organizations, where you may need different access permissions for different types of users. In this article we outline how to configure tables, views and menu items to only be accessible by certain types of users.
In most cases, the features outlined in this article can be used to merge several portals or shared views into one portal!
Conditional Tables
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 Table feature. You can set this up by going to:
Your portal's configuration page
Tables section
Click on the table you want to show conditionally
Conditional Table section
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.
💡 Tip: Tables that are only shown conditionally will have a "conditional" tag in the list of tables in your portal's configuration.
Conditional Views
Using the Conditional View feature you can show certain views only to certain users. This can be extremely useful if you require users to have different access permissions within the same table. For example, you could have one view set up for regular users that only allows editing certain basic fields, whereas admin users/supervisors have full access to edit all fields.
You can set this up by going to:
Your portal's configuration page
Tables section
Click on the appropriate table
View section
Select the view you want to show conditionally
In the Conditional View section, add conditions based on your users table. The view will only be visible to users that meet the conditions:
Conditional Menu Items
In the same fashion as conditional tables and views, follow these steps to display menu items conditionally:
Go to your portal's configuration page
Menu Items section
Click on the menu item you want to show conditionally
Menu Item Conditions section
Add conditions based on your users table.