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Pn1995's avatar
Pn1995
Copper Contributor
Feb 04, 2019

Showing Customer Files on Extranet

Hi

 

We have a SharePoint site (extranet) that a number of our external customers logon to with there free Microsoft account.

 

Currently the sites has a document library on there showing generic files, a news feed, events calendar and yammer feed.

 

We would like to add a section that shows documents that are specific to them eg invoices/contracts etc...

 

We aren't sure of the best way to do this.

 

Should we create a document library for each customer? and secure it by permission

 

Should we put all the files into a single document library and then somehow use metadata to link to the customer?

 

Anyone ever done anything like this?

 

Thanks

 

2 Replies

  • You should think about separating all of your client portals into their own site collections. So a client only logs into the portal they have access too (each client would have their own). Given that you said "free Microsoft Account", I am assuming you are in SharePoint Online. I would definitely use Modern Team Sites for them (and you'd get to use MS Teams if you wanted too!), so you can collaborate together.

    This would be the most secure way to isolate content, and frankly would make it easier to share news/events. You wouldn't want to save multiple clients in the same document library.


    • jcgonzalezmartin's avatar
      jcgonzalezmartin
      MVP
      Totally agree with Cameron....to isolate what users can see in SPO it's recommended to create independent site collections, but also you have first to think about the number of external users you will share files with to do a proper planning of the information architecture based on creating site collections

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