Making users see only their data

How to
#1

Hi,

I’m looking to build a self-service portal for my partners but can’t seem to figure out how to make each partner see their data. Can you please help? Thx

2 Likes
#2

Hi Sam, thanks for your query!

The way you separate data for different groups of users is by following these steps:

  1. For every partner, set up a team in Jet (teams are the groups of users with the same permissions)
  2. Make sure you have a unique identifier field in the data you connected to Jet (the one that uniquely identifies a partner - this might be a domain or a partner ID)
  3. Add and specify that identifier field in the properties section for each team
  4. Set up filtering the UI by that field’s value

Now, whenever someone will log in, Jet will identify the property you’ve created for the team that user belongs to and its value and will filter the UI by it, making sure this user sees only data associated with their company (team)

You can as well check the video on how to build portals in Jet