A portal is a website with data that is customized for the individual user. A Customer portal allows you to interact with customers that do not have a license to access your QuickBase data by providing secure, permissions based information you want them to see. Portals provide the opportunity to share files, plan, organize as well as manage activities, tasks and events in a private online environment.
Portals are particularly useful when a company interacts with a large number of external users. Portals can be used for almost anything, but the most typical uses are for your customers to monitor the work that you are doing for them, and to view their invoice and payment history. In construction, portals can be used to note project progress, including photographs. In collaborative environments, portals can often provide two-way communication, so the customer can upload files and provide other input to the vendor.
It’s important to note that portals do not provide the full Quickbase experience. They look like any ordinary web site (you can see an empty portal at QuickbaseNation.com) so you can decide exactly what information you want to share with your customers. Since they are not in QuickBase, they are not considered QuickBase users, so they do not directly affect your monthly bill. Portals do require API calls, though, so you need to have at least the Premier plan, and if your portal has a lot of visits, you may need to pay for extra API calls.
The team at Data Collaborative has extensive experience in building customer portals that allow restricted access to QuickBase data, including a pre-packaged option that is available for much less than usual portal costs. Please contact us if you would like to learn more.