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Claris Engage 2025 - March 25-26 Austin Texas ×

Creating customer accounts that will only display their data


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Posted

Hi. in advanced thanks for looking into this post.

i am an IT Consultant and have been working on a database where i have a list of all of my clients, technicians, issue tracker, work orders, etc. The database is nearly perfect and about 90% complete. The last 10% i am struggling. here is the issue:

I have a Clients table:

Client Code (Related)

Client Name

Address, Etc.

I have an Appointments table:

Client Code (Related)

Visit Type

Technician, Date, Etc.

I have an Issue Tracking Table

Client Code (Related)

Priority

Date, Etc.

Currently there are 3 Accounts in the database. Admin and 2 technicians who enter work orders.

What i am looking to do is the following. I want to create an account for each of my clients. I want this account to take them to a Layout that will only let them browse through work orders that i completed for their company. I do not want them to be able to see anything else in the database and i do not want them to see the other clients information (Client Codes, Work Orders, Etc.)

When a user logs in to the database the first layout displayed is the "Work Orders" layout. I dont know if i have to create separate tables for each client and restrict them from browsing other clients work orders and information. I am completely stuck as this feels like it will need an above average expertise and i have been using FM for about 5-6 months.

Please toss up any ideas which will be greatly appreciated. and check back for my replies. thanks!

Posted

Do an advanced search for +record +level +access

I posted a sample a while ago.

Posted

Please see a stripped down version of the database i am posting.

You can log in as Admin, John or Bertha (no passwords)

There are 2 CLients (XM , NV)

what i want to do is create accounts for the clients, the account name should essentially be the same as the Client Code. Once this user logs in (the client with his client code) i only want the client to see the work orders with their client code. I wouldlike to have this done in a new layout so that i can customize a new layout for them.

client_db_.zip

This topic is 5866 days old. Please don't post here. Open a new topic instead.

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