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Customer's Personal Dashboard Setup

We have thousands of customers needing to access their personal private information using their personal Podio account (username and password).  When the customer accesses their personal Podio account (username and password), the customer is directed to a Customer Dashboard, where the customer will only see their personal information which was uploaded using a Podio Form.  How do we set this up?  Does anyone have instructions to do this?

 

When we got sold on Podio we were told by Sales this could be done fairly simple.  Well, this isn't the case.

Andrew Kirchhoefer

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Hello Andrew,

 

Thanks for writing to us.

We can help you with this further, I would suggest opening a support ticket. 

Regards,

allan.

Allan Valverde 0 votes