In your Formaloo portal, you can fully control how users join and access your space. Depending on your needs, you can enable or disable signup, login, login via one‑time password (OTP), and CAPTCHA verification. These settings can be combined in different ways to define exactly how people register and log in.
ℹ️️ All of these options are available when you first activate and set up your portal.
If you haven’t turned your app into a portal yet, check our A-to-Z guide on how to create a portal and manage users’ access.
Step 1: Go to your User Directory
Once your portal is created, you can adjust these signup and login settings anytime by jumping to your User Directory at the top right corner. From there, you can:
Click Manage settings to open the Portal setup wizard:
Here you can review and reconfigure every option – from connected user directory and linked forms to login & signup preferences.
Or go to Options above your User Directory table (on-hover), and update these preferences from the right‑hand panel:
Step 2: Configure signup and login options
In the Portal setup wizard or User Directory options, you can enable or disable the following options to control exactly how people register and log in to your portal:
User Signup
When enabled, any visitor with your portal link will see a Signup button at the top right. They can enter their name, email, and set a password. Their profile will be automatically created in your User directory upon signup.
User Login
When enabled, any existing user in your User directory (whether signed up, added manually, or imported) can log in through your portal’s public page.
Passwordless Login (OTP)
Lets users log in securely without a password. Apart from logging in with their saved password, active users can request a one‑time code sent to their email.
CAPTCHA Protection
Adds an extra verification layer to protect your sign‑up form from automated bots.
ℹ️️ For private portals, you can disable signup and only allow logging in for users you've added yourself. Only users who exist in your User directory and are Active will be able to log in.
In open/community portals, you can enable both signup and login.
💡 Want to moderate new signups manually?
If you’d like to approve new users after they sign up but before they can access the portal content, you can edit your User Directory form, find the Status field, and set its default value to Inactive:
That way, new users will be created as Inactive by default and won’t be able to log in until you manually change their status to Active:
This approach gives you full control and acts as a manual moderation layer.
Step 3: Add or import users if signup is disabled
If you don’t allow public signups, you can add users yourself – manually or in bulk:
ℹ️️ If a user was added manually (not signed up themselves), they can log in later either with a one‑time password (if OTP login is enabled) or by using the Forgot password link on the login page. This sends a password reset email since no password was set during manual creation.
Step 4: Test your login and signup flow
After saving your settings, open your portal’s public view in a private browser tab and test it:
If signup is allowed, try registering as a new user, logging out, and back in again;
If signup is disabled, first add a test user manually to your User Directory, then try logging in with that user’s email to confirm everything works as expected.
Bottom line
These flexible authentication settings let you decide exactly how users join and access your portal – from fully open signups to restricted, invite‑only access.
💡 Combine these with page-level or role-based access settings to create a secure, personalized experience: