Help with configuring company and users

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1

I’m considering setting up a customer portal so that customers can view certain information.

I’m looking for some help on how I need to setup Airtable and Stacker so that multiple employees of our customers can view information.

For example a customer is Company A. Company A has employee 1, 2, 3. We would like to set this up so that employee 1,2, and 3 can see all information associated with Company A.

Any help would be appreciated.

2

Hi Gregg,

You can use linked records to link your employees to a specific company and then use an Ownership filter under the permissions to only allow people to see those who match the Company.

Here are a few articles to help you set this up:

Let me know if you have further questions!