Introducing EasyPortal + SmartSuite

EasyPortal just moved from closed to open beta, so it's time to take your client portals to the next level with their native SmartSuite integration. If you're a SmartSuite user and you've been waiting for a frontend solution to build client/prospect/contractor-facing portals, you'll want to check this out. Get started for free with SmartSuite 👉 https://partners.smartsuite.com/automation-helpers ^^ That link is an affiliate link but doesn't cost you anything - in fact, if you ever upgrade from free to a paid plan, give me a shout over @ automationhelpers.com and I'll get you set up with a 15% discount for your first 3 months if you signed up with that link. 00:00 Introduction 00:42 Getting started with EasyPortal 02:53 Adding our data source 03:43 Creating pages 04:27 Building the navigation 05:39 Adding blocks to the page 06:29 Configuring views in SmartSuite for EasyPortal 07:45 Adding users to EasyPortal 09:15 Custom User Group Visibility 10:04 Filtering records by logged in user 13:38 Record creation and updates