Need help with setting up permissions and what client can see

[Aleksandra]

Hi everyone,

I am creating an app where I have multiple clients, projects, teams, tasks, etc. I want to create a form so that when client logs in, he sees the name of his company at the top of the form in the client field. Also, I need to limit the access so he is able to see his projects only in the dropdown menu, not all other projects. What would be best way to do this? 

[Tubby]

You mentioned that they log in to see the form so I assume your form is authenticated. If that is the case, you can have their associated company to the data source of your Authentication and call the Authentication fields using the field picker button.



You can call anything about that user as long as you have it in the data source of the authentication.

[Tubby]

For filtering the records on a dropdown menu, if they projects are associated to the company, you can utilize Authentications as well. If enabled, you have "Security" tab in the dropdown options that you can enabled to filter them by the company of the currently logged in user. Just match it with the company field inside the lookup table for the projects:

[Aleksandra]

Thank you for the response, I think that will work. 

[telly]

Hi @Aleksandra,

I just want to add these helpful articles: 
- https://howto.caspio.com/authentications-and-connections/authentication/record-level-security/record-level-security/
- https://blog.caspio.com/record-level-security/

I hope this helps.

[Aleksandra]

Thanks @telly, this is super helpful.