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Question

How to setup a client protal

  • May 31, 2021
  • 0 replies
  • 201 views
We are using QuickBase to manage claims from an assortment of clients. In order for a claim to be inputted into the system currently they needed to phone in or email a consultant. We would like to be able to have clients input some information directly before having an administrative assistant reads through what is inputted and prep it be taken over by a consultant. What are we looking at in terms of making this a reality? Do all the clients need to have a paid seat to be able to do this? Do I need to setup an app for each client to input into to keep privacy in check? Can I just create a form to share with the client that will input information into a Quickbase table?

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Jordan Beatty
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This topic has been closed for replies.

Hey Jordan,

This is a big topic but there are 3 main ways to do this.

  1. Give clients a paid seat and setup an app that will only show certain information to that user based on a set criteria (the company they work for).
  2. Create a custom portal on a website that utilizes the Quickbase API (need someone with programming skills for this).
  3. Create a app that is open to everyone on the internet (this option is only good if you are not worried about restricting access to data to different groups of people).

My company is an engineering company and we have created a portal for our clients to submit projects to us. We did this in Quickbase and gave users in the client companies paid seats. This worked well for me and my clients are happy with it. Essentially what I did was made only one app for all my clients and only gave clients access to that app. I then created tables in the clients app that mimicked the tables in our internal applications. I then setup automations to update the client tables with only the information the client app needs. This way they never actually need access to the main apps and you can control what information is stored in the clients app. Additionally, the information in my app is tied to a company so It was easy for me to make it so that each client user only sees information related to their company.

Another alternative is using a service like Jotform and Zapier. You can have your clients fill out a form and have the information from that form automatically be inputted into quickbase.

It's really hard to make recommendations without knowing what your business is and what data you want to control. If you have any questions or thoughts please let me know I will try my best to help.

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Matthew Lysinger
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