Please Help Me With A Direction of Database Setup

jackedwards664 · 2024-08-07T15:03:46.036Z

Thanks in advance for any advice.

And I know this is probably something so simple and I think I know how to do it, just not sure if its the best way.

Here is my situation.

My entire site is an in house dashboard. One used by admin, reps, clients etc.

My confusion lies in this part. I’ll give you an example.

Say I market a potato chip brand at grocery stores, 20 different skus,

My local rep goes into a store, looks over what they have and inputs inventory numbers into my app. Got all that down, with the rep seeing and able to make changes to his own clients and items. (privacy settings)

So now I need to figure out the best way… How the store can go to the dashboard as a client and see what is just in their store.

In a perfect world

The first time the rep goes in, after he inputs the info he gives the client a temp user and password to their dashboard where at the end they can view their items (ive seen the video on creating a temp account)

What I havent figured out is and I’m probably just confused. ,

How do I set up the client so that the rep can assign the items they have to that temp account. (which is just their account after they change the login)

or how can the rep log in to their temp account from their rep account and the info inputted is on only both their accounts?

what’s the easiest way to do this?

Thanks. Like everything with Bubble, I have been overthinking it and I’ve come to a wall in my head.

Thanks again

code-escapee · 2024-08-09T00:39:01.586Z

Dont use a temp login. That’s quite frankly a terrible idea.

Instead create different roles so that the store can view the items associated with that store by the rep using their OWN DEDICATED login.

jackedwards664 · 2024-08-09T02:23:14.972Z

Thank you for responding and for the advice.

Maybe I’m mistaken in what to call it then…

On first time use, like creating the account, It would just be faster and easier if the rep went in with a login and password they can give the store. (understand the person there might not have permission to log in or create an account, so just thinking of the delay that might cause)

when the person who does logs in, the first thing it asks is to change or input their email and password.

Is that temp account or is that something else?

animisha45 · 2024-08-09T03:13:53.565Z

jackedwards664:

How the store can go to the dashboard as a client and see what is just in their store.

When the Local Rep is logged in, they can input the Email of Client. Use the action ‘Create an account for another user’. This will create an account for your client.

Then the Local Rep can add further details to create inventory etc which you need to ensure gets linked to the client user.

jackedwards664:

So now I need to figure out the best way… How the store can go to the dashboard as a client and see what is just in their store.

Send an email to the Client when their account is created asking them to reset their password. Or you can use magic link.
Client can then access all their store details.

Here in the privacy rules, ypu need to ensure some hierarchy. Client sees their data, Local Rep sees data of the Client they added, Admin sees all data and so on.

Hope this helps.

jackedwards664 · 2024-08-09T12:33:03.579Z

I think it does. Thank you greatly.

I’m not sure how to do that exactly yet, but I understand exactly what you are saying. That gives me some idea of a better direction.

Thanks again.

jackedwards664 · 2024-08-13T02:49:26.656Z

animisha45:

Here in the privacy rules, ypu need to ensure some hierarchy. Client sees their data, Local Rep sees data of the Client they added, Admin sees all data and so on.

Thank you on the account part.

I got where the rep can see what they created or Added in privacy and working.

I have the create an account set up.

The part that I’m missing is or figure out how it works, how does the store tie to that. i’m confused on what I should I do.

Well I think I understand what you said, but the privacy rules I cannot make match.

Any simple thoughts or link to video that might explain that section more?

I would be forever grateful.,

animisha45 · 2024-08-13T05:51:51.405Z

jackedwards664:

Well I think I understand what you said, but the privacy rules I cannot make match.

Screenshot 2024-08-13 at 11.20.25 AM2182×1638 238 KB

User has a field Role (option set - Admin, Local Rep, Client etc.)
Inventory has a field called Client.

jackedwards664 · 2024-08-13T11:38:25.035Z

Wow. Thank you sooo much… I was so close.

But I just realized that brings on two more questions.

If the rep goes back to the store say a second time, how do they log in that their adding or subtracting inventory to this clients inventory that would update the clients inventory.

Since my only option now is to sign up a new user

For the rep, how would you then set up the data so the rep can click on client by client on a tab. (i know how to create the tabs, etc. )

Just don’t know how to tie the client in the data part so it just shows up.

Thanks again for helping.