Vendor Portals

[planet13]

I am looking to create Vendor Portals, so each vendor can log in and download their monthly reporting specific to them. User ID's and passwords would be specific to each vendor. Upon login, the vendor would be brought to a page listing their name, account number, address info, phone, etc. There would also be a link where the vendor can download their monthly sales reporting via excel (which is created on our end using systems outside of Caspio).

Two images attached. The first one shows "Label Login" which would bring them to a page to enter their user id and password (which I know how to create). The second image shows what the vendor portal would look like, and currently having trouble finding information on how to do this. I see information on restricting records to view by login id (or Id assigned to specific records), but don't think that's the information I need to make this work.

Also, the vendor would not be updating or changing any of our data pages, they'd simply log in to download their sales reports, etc.

Any insight?

Thanks,

Chris

[MayMusic]

In your table how do you know which record belongs to which vendor? Can you please bring an example of the login table and the table you have the sales reporting in??? Are they both created in Caspio?

[telly]

Hi @planet13,

This is possible, to achieve this the tables for the user and report should have connection. Then you can use RLS to only show the record for the user who logs in.

https://howto.caspio.com/authentications-and-connections/authentication/record-level-security/record-level-security/