I have a client portal and I need any client team member in that portal to add their work colleagues to the portal app. How can I do that?
Appreciate all the help and support <3
It should be very straightforward.
Make sure your app is set up correctly, using a users table and allowing only users in that users table to sign in.
Work out a way to distinguish people that are allowed to add others (maybe by using a role or a checkbox such as “allow to add users” in their user profile row.
Then I would add a collection of users (using the user table as the source) then the default “Add” action will create a form and add a user to that row.
Bob Petitto has done many excellent YouTube videos and one in particular on this subject.
Hope that helps
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Brilliant @Andrew_Davies Will check it out shortly.