🧩 Before you begin
This guide is for cases where your portal is already set up and connected to a user base (a table of users).
If you haven’t created your portal or connected a user base yet, start here:
To learn more about managing user access in your portal, check out these related guides:
🔹 How to create a portal and manage users' access – Learn how to create portals and set up user access.
🔹 How to enable login/sign-up on your portal – Set up authentication options for users.
🔹 How to import users into your portal – A detailed guide on importing user lists.
By following these steps, you can effectively add users to your portal and ensure they have the appropriate access levels.
Once your portal is ready and linked to a user base, you can follow the steps below to manually add new users.
Step 1: Select the portal where you want to add users
Open your Formaloo dashboard.
Navigate to the portal where you want to add users.
Click on the portal to enter its settings.
This ensures that you are adding users to the correct portal with the intended access settings.
Step 2: Access the users' table
Enable edit mode to start adding users.
Click on Users at the top of the page.
This will open the Users table page, where you can see the list of current users.
To add a new user manually, click on + New row.
Fill out the required fields—typically including email, name, and role (if applicable).
This creates a record for the new user and gives them access to the portal.
By adding a new user manually, you allow them to access the portal with their email and pre-added information.
📌 Note: Make sure the email is valid, as this will be used for login.
How users log in after being added
Once a user is added, they can log in to the portal using two options:
OTP (One-Time Password): Users receive a verification code via email to log in securely.
Reset password via "Forgot password": Since users are added by the admin and don’t have a password yet, they need to click on "Forgot Password" on the login page. They will receive a password reset link via email, allowing them to set a new password and access the portal.
These options ensure flexibility and security for accessing the portal.