Introducing EasyPortal + SmartSuite

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EasyPortal just moved from closed to open beta, so it's time to take your client portals to the next level with their native SmartSuite integration. If you're a SmartSuite user and you've been waiting for a frontend solution to build client/prospect/contractor-facing portals, you'll want to check this out.

00:00 Introduction
00:42 Getting started with EasyPortal
02:53 Adding our data source
03:43 Creating pages
04:27 Building the navigation
05:39 Adding blocks to the page
06:29 Configuring views in SmartSuite for EasyPortal
07:45 Adding users to EasyPortal
09:15 Custom User Group Visibility
10:04 Filtering records by logged in user
13:38 Record creation and updates
  1. Dan Leeman
  2. easyportal
  3. easy portal
  4. smartsuite easyportal
  5. client portal
  6. smartsuite frontend
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Комментарии
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Hi Dan, two questions: 1. Is still pending of implementation the “filter content for logged-in user”? and if this is the case do you have any information regarding when it would be available? 2. Can I ask you a side by side functionality and pricing video comparison of Softr and Easy Portal with your conclusions about when should the user decide one or the other tool to be adopted? Many thanks for your great video explanations!

cmgcmg-nmhr
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Hey Dan, when I follow your video I have an issue with "Filter content for logged-in user". Easy Portal says it does not support groups yet and the only option I have is "None"

SteveFleck-SmartCanada
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Can i achieve the same with airtable?
I have created my tables in airtable, and my front page with Eazyportal, just not able to get a way to link them.

kgakgamatsoletsweletse
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Anyway to make the interface look less girly and american? It borrows a lot of design elements from Airtable. But generally, lots of american made software solutions are doing this. Softr does it too. Don't remember the other ones, but I know there are plenty. Pastel colors everywhere. Round edges everything from buttons, sliders, fields and nearly all elements. Really soft fonts. It just looks.. well... really unprofessional.

Could I have knife sharp boxes, no sissy colors decide my own font with this?

martinjeppesen