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Unfortunately, it’s not as simple as it should be...

@most-plastic-86160 No need to apologize, we’re here to help. 🙂 If you would like us to take a look at your specific situation, you can contact us through the support widget within the app. Speaking broadly, you could use the Created By feature to automatically attach the user to the document. Having said that, the user would need read/update access to the users table in order for the Created By field to work. This doesn’t mean the customer can easily access the customers page, or that they can see everyone’s records. You can use permissions to make sure the company can see only their own records.

Thanks @elegant-eve-85294 So we don’t have a users table so maybe I need to change that. Currently, they login by the email of their company but I guess it would make more sense to have a separate users table. I’m assuming this would also help in the instance one company has multiple users?

I would indeed recommend having your users in one separate table when possible, and then linking to those users from other tables when needed.

Yeah, one of those things that makes more sense as I think about it. Haha.