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Platform(s) | Web/Browser, Mac app, and Windows app |
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What are portals?
With Airtable Portals, companies can provide a branded experience for external users to support use cases like vendor-client relationships, contractors, etc.
Airtable Portals leverages the Interface Designer feature to give external collaborators access to a subset of data directly related to their work.
Builders can configure a custom sign-in page for external users with a logo and image.
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How do you get started?
Gaining access to the Portals add-on
Enterprise Scale and manually invoiced Business customers should contact their Airtable representative to purchase the Portals add-on.
Team plan workspace owners can purchase the Portals add-on by following these steps:
First, navigate to your account page.
Next, under the “Workspace settings” section on the left, select the team workspace where you want to add the portals beta feature.
Under “Workspace plan” click Change plan. This will open the page plan where you will click the Choose Team option.
Next, you will toggle on the Portals option. Once the add-on has been toggled on, you will see a dropdown appear that allows you to choose from different guest user/portal packages. Select a package and then click Change plan at the bottom of the checkout page.
Self-serve Business plan admins can purchase the Portals add-on by following these steps:
First, navigate to your admin panel.
Next, under “Billing” and “Plan details”, click the pencil icon to edit your Add-ons.
Next, you will toggle on the Portals option. Once the add-on has been toggled on, you will see a dropdown appear that allows you to choose from different guest user/portal packages. Select a package and then click Change plan at the bottom of the checkout page.
Sharing portals with external collaborators
In your Interfaces, you’ll be able to see a new “Invite guest users” option in the interface “Share” dialog:
Once enabled, any users who are invited this way will see a semi– blank labeled sign-in screen when they come to the portal. Inside, they’ll see an experience very similar to regular interface users but they won’t be able to share or navigate back to their Airtable home.
On the Business and Enterprise Scale plan, you will see a button to “Open Settings” once you enable guest user access on an app. In that page, you can upload a logo and background image to customize the sign-in page. With organization branding, you can also customize the look and feel inside the application.
Understanding portal permissions
Guest users who are invited to collaborate in a portal will have the same permissions as internal interface-only collaborators to interact within the interface(s) shared with them. Learn more about interface-only editor, commentor, and read-only permissions here.
The main difference with guest users is that they:
Have reduced options in the account menu: all of the Airtable-specific settings are removed.
They cannot share the interface further with any users: no share button will appear.
They will have a read-only version of the navigation options: interface icons will only appear if they are set to something other than the default Airtable logo (Enterprise custom logos will still appear).
They will not have the ability to view other external users. By default, on all plans, external users will be hidden from each other. Learn more about setting collaborator visibility.
Note
End-users who only have read-only access to a portal or portals shared with them are not considered billable. For Team plan customers it’s important to remember that if an end-user is given a higher level of access than read-only, then they will be considered billable.
Admin controls and visibility
On the Business and Enterprise Scale plans, you’ll see a few areas related to Portals in the admin panel.
On the Users page, you’ll see a new seat type called “Portal guest editor”.
In your Interfaces page, you’ll see an additional column for Portal guests that will indicate which Interfaces have Portals enabled and who those guest users are.
In the “Sharing & Data” tab of the Settings page, you’ll see a new option to restrict invites to guest users to specific email domains.
Tips for optimal usage
You can use Portals with our other Interface permissions-related features to help create a custom experience for your external collaborators.
Use Interface sections to create sections that can be shared to different audiences.
Use filters to identify records that are associated with a current user, so external users only see what’s relevant to them.
FAQs
How much does Airtable Portals cost?
The Portals add-on is available for Team plan customers, starting at $120 per month for 15 guests and for Business plan customers, starting at $150 per month for 15 guests.
Portals enable you to invite guest users to any interface enable portals to all bases, not just 1 portal.
Custom pricing is available for Enterprise Scale plan customers. Contact your Airtable representative for more information.
How do we determine who is external to your company?
For Team plan customers:
Your organization’s owners will need to be using a work-related email address to use Portals (no personal email addresses like gmail.com, yahoo.com, etc)
We determine the email addresses that belong to your company by looking at all of the email addresses of your workspace owners.
For Business and Enterprise Scale customers, external users will need to be on a different domain than the ones configured in your organization’s admin panel (Settings > Security & Compliance > Email Domains & SSO).
Can I use Portals for internal users?
No, guest users will be required to be external to your company.
When will guest users be charged as a regular seat?
If they are added to multiple apps in your organization and they have permission levels set on those apps that are not read-only
If they are invited to the underlying Data tab for your app
If they are invited to a whole workspace as a collaborator