Limit Client Access

Hi Guys

I have just finished a session with Britt from Podio and she uncovered a feature that i couldn't find! This was bugging me for days, so i thought i'd share. Thnx Britt

I have a need to 'share' items from apps with clients...however I don't want them to be able to MODIFY any information in the app...i want them to be able to 'approve' or reject' the item and leave comments.

The use case is for quote approvals.

Sales uploads a PDF to the sales app in my workspace and then shares this item to the client. Client logs in and previews PDF and makes comments. When they are happy they hit the 'accept' button and we get to work.

Initially (and the default setting for apps) has this setup so that ANYONE sharing an app can MODIFY the information in an item (even if they are external to your org). Britt showed me that when you setup an app you can change this by:

Modifying your app
Selecting the 'interaction' section at the bottom of the page
Unchecking the "Let members edit items in this app" box.
Save the app.

I have attached a screen grab for clarity.

The one caveat with this is that now any other users in your org ALSO can't change the item (except for admins and the creator of the item) which works in our case but maybe not for everyone!

Hope you find this useful.

ciao

nunz

Nunzio Gambale

April 30, 2013 01:13

as a footnote, this DOESN'T address the fact that clients need to have their own podio account.... i would PREFER a away (like a webform) where i could just share the item and get comments back...but for now this should work....for the clients that accept this.

Andrew Davis

September 04, 2013 23:12

another caveat is that if sharing the app, other clients can see the other items for other clients besides them. We don't want that

Cliff Paulick

January 24, 2014 18:10

"read only" apps has an official help article: https://help.podio.com/hc/en-us/articles/201019308-Building-read-only-apps

But you've said it right that now no one but admins can edit items.

Limit Client Access

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