Hey!
I'm a freelance web designer and digital marketer, working with multiple clients.
And I would like to give clients guest user access to their specific records, tasks, and ideally dashboards.
(like Dan Leeman shows here: https://community.smartsuite.com/ask-the-community-79nzlz5l/post/client-portal-in-ss-pLcs8tvRWra6O5x )
I would like to set up one single Solution for all of my client projects. Inside that solution, I would like to have the main apps "Clients" "Projects" and "Tasks".
The "For Freelancers" template seems to be working pretty nicely for me.
And I could easily implement that Layla at ProcessDriven describes here:
https://youtu.be/y3apBL-Xt8A?si=io5LlCLs-RZHtNTj&t=491
Since I work with 10+ clients, it would be overkill to have one solution per client.
However, as far as I understand permissions, that seems to be the only way to restrict access.
My ideal scenario would be:
One Solution - each client has a record in the "Clients" app. - "Molla Solutions" in the screenshot.
Then, I could give clients only access to the records that have their record selected in the "Client" field.
The result would be e.g. a task view filtered by records containing "Molla Solutions" in the "Client" field.
The benefit would also be that I could assign multiple guests to one "client" record.
Is there a way to do this?
Screenshots:
One record per client
Client selected in record field
Result for client view would be indentical to filtering for "client"
