Forum Discussion

MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
5 years ago

Client Portal With Userids

Are there any tips out there of how to let a user sign in without the Quickbase branding screen.  I have a situation where customers will be logging into a supplier Quickbase app, with proper userids.  But we want to suppress all the Quickbase branding on that page.


------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
APIs and custom code

4 Replies

  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    2 days ago

    Another tip.  That dummy table to add records should be open to everyone on the Internet to add records, but no ability to view records. Obviously you don't want anybody to see all those logins cause it's got the credentials. 

  • ToddM's avatar
    ToddM
    Qrew Cadet
    4 days ago

    Hi Mark - just curious if this was ever handled? I'm in the same predicament. 

    • Maria's avatar
      Maria
      Community Manager
      3 days ago

      Hey Todd, there isn't an alternative login page unless your account is using SSO / SAML to authenticate users. In that case there's some customization that can be done but only in that context. SAML FAQ

      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        2 days ago

        I had to figure this out for one of my clients who needed a client portal login.

        Here's what I did. The link that I provided for the login was one which simply added a record to a table.

        https://mycompany.quickbase.com/db/xxxxxxxxx?a=nwr&ifv=1

        The suffix of  &ifv=1 hides all the Quickbase branding.  Since it is just an Add record form, I was able to put my clients' logo on the Add Record Form.

        Note that I'm really just adding a record to a dummy table in order to be able to get their credentials  

        So now the user sitting on the form and has filled out their user ID and password.  

        I have to get the cursor to jump out of the password field, so I made a check box field on the form with some dummy words like I'm not a robot or I accept the "MyClient"  terms and conditions.  The Checkbox doesn't do anything other than get the cursor out of the previous field.  

        Then, once that checkbox is checked, I expose a URL formula button to login with this code.

        var text Authenticate = URLRoot() & "db/main?a=API_Authenticate" 
        & "&username=" & URLEncode([Userid])
        & "&password=" & URLEncode([Password]);

        var text Portal = "https://mycompany.quickbase.com/db/xxxxxxxx?a=q&qid=15&ifv=1";

        var text URL =
        $Authenticate
        & "&rdr=" & URLEncode($Portal);

        $URL

         

        So what the URL does is to login and then redirect the user to whatever URL you want.  In my case I wanted to land the user on a particular report. 

        I also wanted to hide the Quickbase branding all the way through so each URL that we provide the user to click on has that same suffix to suppress the Quickbase branding.