Skip to main content

Notifications

Power Pages - Power Apps Portals
Suggested answer

Creating a client document portal using PowerPages and SharePoint

Posted on 28 Nov 2024 00:46:14 by
Hi everyone,
 
I need to create a secure document portal for external clients to access. I want to use PowerPages and SharePoint.

Ideally, the clients will be able to sign in (we will issue them with login details) and they'll be able to view documents we have uploaded for them (thinking we upload docs we want them to see to a specific SharePoint folder, each client would need to have their own). I also want them to be able to upload other documents to this folder.

Microsoft is telling me this is possible, however i'm still waiting for any kind of coherent instructions for how to set this up.
 
Hope someone can shed some light on this for me.
 
Thanks!
Categories:
  • Suggested answer
    Fubar Profile Picture
    Fubar 7,561 on 28 Nov 2024 at 01:52:05
    Creating a client document portal using PowerPages and SharePoint
    In very simplistic terms:
    • You enable SharePoint integration for DataVerse
    • If its for an Organization, then enable the SharePoint integration for the Account table
    • If its for the individual portal user then then enable the SharePoint integration for the Contact table
    • If both, then enable for both tables
    • Configure a form for the Portal user that has a Subgrid
    • Add Table Permissions to a Web Role the portal user uses
    Details how to set it up are in this link
     
    Portal user accesses via a configured Subgrid on a form (details are in the link above). 
     
    Once the SharePoint integration is enabled your internal users (note: will also need both Dataverse Security Role Privileges to Document Location table, and also permissions on the SharePoint side) would then go to the Account record, then under the Documents tab upload the respective files.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November 2024 Newsletter…

November 2024 Community Newsletter…

Community Update Oct 28…

Power Platform Community Update…

Tuesday Tip #7 Community Profile Tips…

Welcome to a brand new series, Tuesday Tips…

Leaderboard

#1
WarrenBelz Profile Picture

WarrenBelz 143,137

#2
RandyHayes Profile Picture

RandyHayes 76,308

#3
Pstork1 Profile Picture

Pstork1 63,813

Leaderboard