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 to 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, the first thing 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 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 the 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 the minified TeamDesk interface (no header and footer) still providing access to tabs and views. The "/embedded" folder will display just the data (dashboard, form, or view).

Let us illustrate this:

  1. The original database URL is displayed in the screenshot:
    Original URL

  2. Adding the "/embedded" folder will display the area covered by the green overlay in the step 4 screenshot.

  3. And if you add the "/public" folder, the user will be presented with the part of the interface covered by the red overlay in the step 4 screenshot.

  4. Overlays

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