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Transform Google Sheets into a Client Portal with Softr

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Dan Leeman

Lots of businesses organize data about their clients and customers in Google Sheets. But what if you could take that information and turn it into a fully functional client portal? This video covers how you can do just that with Softr. What’s better on top of the ability to build unlimited applications, even on the free plan, Softr already has a Client Portal template you can use to get up and running at lightning speed! Follow along as we use Google Sheets and Softr to build a client portal complete with internal and external users, contents like projects and invoices, and special visibility rules to manage which users can view or interact with what data.

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Get started with Softr (affiliate) ▶ https://softrplatformsgmbh.partnerlin...
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00:00 Intro Building a Client Portal with Google Sheets and Softr
00:21 Why Choose Softr for Your Client Portal?
00:53 Softr’s Client Portal Template
01:34 Connecting Softr and Google Sheets
02:07 User Roles and Permissions in Softr
03:05 Creating Personalized User Experiences
06:12 Managing User Access and Visibility Rules
09:48 Customizing Your Softr Application

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