Identify non coda users (Client portal)

9

If you want a unique clickable URL for each client, showing only their relevant info, my suggestion would be to use separate pages. And share published links.

For each client:

  1. Create a page with all relevant information. (You can even create pages with buttons if that helps make things faster for you).
  2. Then to get the link to a specific page, open the published link and simply navigate to that page
  3. and the last step would be to append ?hideSections=true at the end of your URL.

That token is just another way to (non-securely) limit access to data. I believe it works in both published docs and embeds. The final url will look something like this: https://coda.io/@fake_fake/my-doc/client-page-12?hideSections=true that you can share with each client.

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