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: Select the app you want to enable login/sign-up for
To get started, open your Formaloo workspace and select the app where you want to enable the client portal.
Step 2: Activate the client portal
Once you’ve set up your app, you can enable the client portal to allow users to log in, sign up, and view their submitted data.
Enable edit mode
Go to Settings
In your app, click on Settings in the top-right corner.
Activate the client portal
In the settings menu, find the Client Portal option and click Activate Portal.
Manage users
After enabling the client portal, you will see a Manage Users button. Click on this button to configure access.
Step 3: Add a user directory
In the Setup Wizard, you will have three options to add a user directory:
Create a new user directory: A new directory will be created, and everyone who logs in or signs up will be added.
Import users: Import existing users from an external source.
Select an existing directory: Use a user directory that already exists in your Formaloo account.
After choosing your preferred option, click Next step.
Step 4: Configure client portal settings
Once inside the Manage Users section, you’ll be prompted with a Setup Wizard to configure the portal.
These settings allow you to control how users interact with 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 via OTP → Enabled by default for secure login.
Once you’ve set your preferences, click Next to proceed.
Step 5: Enable user profile on forms
Choose which forms in your portal should include the User Profile field. This lets you track who’s submitting entries and optionally allow users to view or edit their own submissions.
Selecting a form will automatically add a Profile field to each record, linking submissions to the user who created them. This ensures users can only see their own data in the portal.
After configuring this, click Finish Setup.
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 Client portal button on your app’s top toolbar.
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: