Build your own Client Portal with Noloco + Airtable

Step-by-Step Tutorial: Building a Client Portal with Noloco and Airtable

1. Importing Data from Airtable:

   • Give your portal template a unique name and click next.
   • Choose Airtable as the data source and connect your Airtable base.
   • Specify the name for your base and choose your base from the drop-down menu.
   • Click refresh, and Noloco will import your data and generate your basic app.

2. Customizing Your App:

   • Turn on build mode with billboard enabled to start customizing your app.
   • Customize elements like text, display settings, search box, and filters to tailor your app to your needs.
   • Control visibility settings to define who can access specific data within your app.

3. Syncing Users from Airtable to Noloco:

   • Click on "Sync your users" and add a new user list.
   • Name your user list, choose the necessary fields from your Airtable base, and specify roles for your users.
   • Click done to sync your users and link them between Noloco and Airtable.

4. Setting Permissions:

   • Go to the Data Tab, click the permissions icon, and enable permissions.
   • Customize permission rules for different roles to control access to records and fields.
   • Test your permissions by viewing your app as different user roles to ensure the restrictions work as intended.

5. Creating Workflows:

   • Head over to the Workflow tab and create workflows to automate actions based on record updates or specific triggers.
   • Configure workflows to send notifications, emails, or integrate with other tools like Zapier for seamless automation.

6. Building Dashboards:

   • Clone existing pages to create dashboard pages for analytics and visual representations of your data.
   • Customize charts, graphs, and summaries to provide insights into payments, projects, and tasks for your clients and team members.

7. Customizing Record Views:

   • Update record views by adding collections, tabs, and sections to display related data in an organized manner.
   • Customize fields, labels, and layouts to enhance the user experience and provide easy access to relevant information.

8. Publishing Your App:

   • Describe the changes made, then click publish to make the updated version of your app available to users.
   • Ensure the app's theme and logos reflect your brand identity for a cohesive look and feel.

9. Creating a Home Page:

   • Add a personalized home page with a welcoming message, dynamic content, quick links, and relevant information for your clients.
   • Configure visibility rules to ensure only the intended users can access the home page.

10. Final Touches and Testing:

    • Review and adjust elements in your app for consistency and usability.
    • Test the functionality of your app, including permissions, workflows, and user interactions, to ensure everything works as expected.

11. Inviting Users and Launching Your Client Portal:

    • Invite your team and clients to access the client portal you have built.
    • Monitor user engagement and feedback to make any necessary refinements for an optimal user experience.

By following these steps, you can successfully build a client portal using Noloco and Airtable, empowering your business to efficiently manage client interactions and data.