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How to limit the Portal based on logged-in user?
How to limit the Portal based on logged-in user?

Is it possible to create a conditional filter in the portal tables depending on the user's email?

Updated over a month ago

The portal is intended to show records connected to the user's table. This is the default behavior. But it is also possible to show all records from a table, even those that are not connected to the user's table. To limit this for the logged-in user, this should be the setup per table:

  1. Go to Portal Tables

  2. Click on one of the tables

  3. Views section

  4. Select the appropriate View

  5. Set Choose Records to Display > Personal records only (linked to the logged in user)

This option will display only those records that are linked to the specific user. The other option will display every record in the table, regardless of user association.

You can choose which tables, views and menu items are shown to different types of users as explained in this article.

💡Tip

If you want to impersonate one of your users to check which records are visible to them, you can test it by setting the login details for that user's record.

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