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How to enable login/sign-up on your portal
How to enable login/sign-up on your portal

Enable self-registration for your portal in the Users table settings. Easy access for new users.

Updated over a week ago

Enabling sign-up and login functionality on your Formaloo app is a simple, no-code solution.

With this feature, you can turn your app into a portal accessible to your audience, manage their access, and easily track users.

This article will show you how to add these functionalities to an existing app. If you don’t have an app yet, check out this guide to learn how to build one.

Follow these steps to activate the sign-up feature for new users on your Formaloo portal:

Step 1: Open your Formaloo

To get started, open the workspace and access the Formaloo app where you want to enable the sign-up option.

Step 2: Enable edit mode and public view

Once inside your app, make sure to toggle Edit mode from the upper-right corner.

edit mode

Since this is a portal, you’ll also need to enable Public view so that it’s accessible to your audience.

Click on the settings and enable the public view:

enable public view

Step 3: Enable user portal mode

Next, navigate to the Settings tab on the right-hand side of the screen. Here, you’ll find the option to enable Enable user portal mode.

This action will activate the User portal button at the top of your page.

enable portal mode

Step 4: Set up the User portal

When you enable the app’s portal mode, a new button called User portal will appear on your app’s top toolbar.

Click the button to start the 3-step configuration wizard. This wizard guides you through setting up the user base and portal settings.

Add a user base

In the setup wizard, you have three options to add a user base:

add user base
  1. Create a new user base: A new base will be created, and everyone who logs in or signs up will be added.

  2. Import users: Import existing users from an external source.

  3. Select an existing base: Use a user base that already exists in your Formaloo account.

Portal settings

The second step is portal settings when they login/sign up to the portal:

  • Allow users to Log In: Enabled by default.

  • Allow new users to Sign Up: Enabled by default.

  • Enable CAPTCHA: Optional, for added security.

  • Allow users to Log In with OTP: Enabled by default for secure one-time password login.

Select bases for access and tracking

In the third step, you can select the forms and data that users can access and you want to track on this app.

Later, you can define the specific access for these forms and bases.

After configuring this, click Finish Setup.

enable sign up

Once these steps are complete, the sign-up feature will be active in your app.

Managing Sign-Up settings later

To adjust your sign-up settings later, click the User portal button on your app’s top toolbar.

enable signup

This will take you to the user management page, where you can modify settings such as sign-up permissions and access levels.

At the top of this page, you’ll find the Setup Wizard button, which allows you to reconfigure the portal.

📝 Additional insights:

To better understand, check out these resources:

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