I’m developing a service order system used by multiple clients. In the user table, each client is assigned a unique companyID. Each client has multiple contacts, and I want each contact to be able to log in with their individual email address, while all contacts from the same client are associated with the same single companyID. Is this possible?
Hi @hiteras
How do you manage adding new client and new contacts?
Does the client adds to the app his own contacts?
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If the client adds their own contacts, you can set a special value in the form to set the client’s companyID to the contacts they add.
If someone else is adding, have a choice component to choose a companyID (showing the company name on the front end though via “Show as”).
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I would like to add a new ‘Add Contacts’ tab to the app, where clients can add contacts themselves.
Hi @hiteras
If the client is adding a new contact himself then it’s quite straightforward.
Supposing that you add a new contact with a show form screen.
These screens are special in many ways:
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the screen has to be linked to the contact table. If you want your contacts and your client to have access to the app then user table should be for both of them. Best practice is not to use in the case different table between client and contacts.
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add all the required fields to the form screen except the company ID (the key is of the client)
To add the company id as the user submits the form, here are the instructions:
- on the left pannel by clicking + you can add by scrolling down a special value of the current user row. You have to find and click on the client company id.
By doing this any contact added by a client will have the same company id