Showing data without sign-in

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1

I’m building a CRM and would like to know best practises to build a system able to show data without users having to sign-in.

Here’s a few examples of what I’m looking for:

  1. Data statuses like orders, contracts, etc.
  • An email notification is sent to a customer triggered via user interaction or automation in the CRM. Customer receives email. Clicks on button in the email to see status and gets taken to a link where he can see current status and other info.
  1. Giving feedback.
  • Same setup with email notification but customer is taken to a page where he can choose a star rating and write a comment.

Do I need to create dynamic urls and if so how would I do that and then make sure the added data is linked to the right data in Glide? Or are there other methods?

Would like to keep everything inside glide, no third party integrations other then make and Gmail.

2

You could use deep links. I can send links to you if needed. But I am concerned about the security of the application.

If you allow unsigned in user to view data, they would be able to download all the contracts and orders data…

3

That’s why I was thinking of using urls with custom parameters to keep backend data secured. I just don’t know where to start.

4

You can’t make a secure app with Glide if you allow unsigned user to view data. Row owners is the way to prevent unauthorized download of data.

See this thread for more information:

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5

I would suggest you to allow sign-in, that way, you can limit access to contracts and order with the email of the users with row owners:)