Store user/client related information

[johnson9070]

Hi all,

I would like to store some information related to our clients (login to portals, URL , ...) somewhere in Sharepoint in a secure way.

Preferably something i can do a search in.

Any suggestions ?

Cheers , John

[#2 · Accepted solution]

@johnson9070 Create a new list and have each client in its own item with whatever columns you need. You can search the list from the "search this list" searchbar above the list. If you don't want the default Microsoft form you can either a) create a customised Power Apps form from the Integrate menu -> Power Apps -> Customised Forms or b) click the New button on the list, select the pen & paper icon in the top right of the form and select configure layout.

If you want to prevent site vistors from seeing the list, go to List Settings from the gear icon at the top right of the list then select Permissions for this list. In the screen that appears click the "stop inheriting permissions" button in the top left. This will allow you to set unique permissions for this list only. Select the users or groups that you don't want to be able to view the list and click the "remove user permissions" button at the top of the screen. Similarly you can grant read or edit permissions to specific people.

Rob
Los Gallardos
Intranet, SharePoint and Power Platform Manager (and classic 1967 Morris Traveller driver)

[#3]

@johnson9070 Can you add more details about your requirements? What do you mean by "in a secure way"? 

Who should see the client information stored in SharePoint? Only you or group of admins or clients can only see their respective items? You need to be more specific about these things because you have to configure the list and permissions based on it.

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[#4]

@RobElliott 

Hi Rob , thx for you response. I'll have a look at the lists , seems to be what i'm looking for 😉

I also need some sort of knowledge base in which i can store procedures, fixes for software issues and such. Can i also use the lists for this type of information?

Thx , John

[#5]

@johnson9070 yes you can, we use lists as the backend for everything: staff onboarding/leaving, IT support tickets, our desk booking system, applications for leave, DSE Assessments and so much more. For example we have a list for our IT Applications knowledgebase, albeit with a Power Apps front end and the app is then embedded on a page on our IT Support SharePoint site via the Power Apps web part.

Rob
Los Gallardos
Intranet, SharePoint and Power Platform Manager (and classic 1967 Morris Traveller driver)

[#6]

Great, exactly what i was looking for 😉
Thx Rob