In Formaloo, the User directory is the database that stores all registered users in your portal.
It contains essential details like email addresses and user roles, allowing you to control access levels and permissions for different users.
By selecting or changing the Users Table, you can:
✅ Manage user roles and permissions
✅ Add or import new users into your system
✅ Control access to different pages in your portal
Follow this Step-by-Step guide to see how to change the users table:
Step 1: Open user directory menu
Open your portal in Formaloo.
Enable edit mode to continue editing your portal.
Click on the User directory icon in the top-right corner.
Select Manage settings.
Select Change user directory to modify the existing user database.
Step 2: Choose how you want to manage the user directory table
After clicking the Change user directory button, you will see three options to add or modify your user directory table:
Option 1: Create a new user directory
Click on + New user directory to create a fresh database for storing user information.
This will be the default table where new sign-ups are added.
Option 2: Import existing users
Click Import new users to bring users from an external source (e.g., CSV, Google Sheets).
Map the imported fields correctly to match the user table format.
Need help? 👉 How to import users to your portal in Formaloo
Option 3: Select an existing user directory
If you already have a user directory in your workspace, you can select it from the list.
This is useful if you manage multiple portals and want to share a single users database.
Final notes:
Changing the users directory will not delete existing users but may affect how access is managed.
If you select a new directory, ensure all required fields (like email and role) are correctly set up.
You can always modify user access levels later from the portal settings.
By following these steps, you can efficiently manage your portal’s user database, ensuring smooth access control and organization.