Managing Public Users

In case your TeamDesk database should track your product line or service list, sharing this information with TeamDesk users or existing customers is not a problem, because you know their emails. But how can you share your database with potential customers, who might be interested in your products? In this case the Public Users feature can be helpful. It allows providing database access to all visitors of your website. They don’t even need to sign into TeamDesk to see your records.

The actions, your website visitors will be allowed to do, are determined by TeamDesk's role-based security, so you may apply special limitations, for instance, "Public Users" can only view records, not modify or create them or "Public Users" can only view your Products table, not your Suppliers or Clients tables.

Sharing your database with Public Users

So, first you'll need to do is to Create a Role and set up appropriated access rights and actions.

After creating the Role, you should invite public@foresoft.net account to your database. The name associated with this account is Public User. Assign it a role you had created.

Now proceed to the integration part. In the database, select page you want to display, capture the URL from the browser's address bar and add the folders "/public" or "/embedded" after the "/secure". The "/public" folder will display minified TeamDesk interface (no header and footer) still providing an access to tabs and views. The "/embedded" folder will display just the data (dashboard, form or view).

Let us illustrate this

The original database URL is displayed on the screenshot:

Adding the "/embedded" folder,

will display the area covered by green overlay.

And if you add "/public" folder,

the user will be presented with the part of the interface as it is covered by red overlay.

Please note that locale specific data like number, dates and timestamps are displayed according to database owner’s locale and timezone.

Next: Managing External Users