What you’ll need
A Softr account, and a table of clients and projects (Airtable, Google Sheets or Softr Databases all work).
01Start from a portal template
[Step body copy — explain which template to choose and why, in two or three short paragraphs.]
02Connect your data source
[Step body copy — connecting the Clients and Projects tables, and which fields the portal needs.]
Airtable formula
[Paste the formula used in this step]Tip: [A short practical tip that saves the reader a mistake.]
03Create user groups
[Step body copy — create a Clients group and a Team group, and map each to the right records.]
04Build the client dashboard
[Step body copy.]
05Set page visibility
[Step body copy.]
06Publish on your domain
[Step body copy.]
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