Creating a Portal

Portal access begins when you share an item with an external person. Open the record, page, file, or folder and select Sharing & Forms, then Share Document.

Enter the guest's email address, choose Viewer or Editor, decide whether attachments should be included, and send the invitation.

The guest signs in to AnyDB and sees shared records in the portal's shared-record area. Shared forms appear in its request area.

Before inviting anyone, decide exactly which business object they need, what they should be able to change, and when access should end.