This guide will walk you through the steps to create a student management portal, serving as an example of how you can utilize Formaloo's features to build a portal.
Once you’re on your dashboard, you can either choose from pre-made templates or create a new portal from scratch.
For this guide, we will use the Student Management System template. This template is designed to collect and store students' data, organize it in tables, and track their grades and attendance.
Follow these steps to set up and customize the portal:
Step 1: Create a new Formaloo
Click on the +New Formaloo button and select Form from the options.
Once the dashboard page opens, you can delete any unwanted pages or menu items.
Enable Edit mode from the top of your page and continue to edit it.
To start adding your custom content, click on the +Add new button from the left-hand menu.
Here, you can add new menus, pages, and forms that fit your needs.
Step 2: Enable Public view and Portal mode
On the right-hand side menu, go to Settings at the top-right corner and enable the Public vew option.
Next, enable Portal mode. This action will activate the User portal button at the top of your page.
Step 3: Set up the User portal
Click on the User portal button that now appears on your page.
On the new page, click the Setup Wizard button to begin the setup process.
Add a user base
In the setup wizard, you have three options to add a user base:
Create a new user base: A new base 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 base: Use a user base that already exists in your Formaloo account.
Once you've chosen your option, click Next step.
Configure user portal settings
After adding the user base, you’ll be prompted to configure the user portal settings. This step allows you to control how users can interact with the portal.
Below are the key settings you can manage:
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.
After setting these preferences, click Next.
Select bases for access
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.
⭐ Note:
You can change these settings later by clicking the Manage Settings button on the user portal page.
Step 4: Managing user access and roles
Add roles
On the User portal page, click on Edit base for the user form.
Add roles such as Student, Teacher, and Admin to manage permissions effectively.
Assign roles to users
From the Users table in the user portal page, assign roles to individual users.
For instance, assign the role of Teacher or Student depending on their status.
Manage user access levels
From the left-hand menu, click on the three dots (options) next to your pages and select Access.
Select the Specific user access level, and choose the role (e.g., Teacher or Student).
📝 Additional insights:
For the welcome page and other public pages, the access is set to Public by default, meaning anyone can view them without needing to log in.
By following these steps, you can easily set up and customize a portal.
This flexible system allows you to manage user access, assign roles, and create a user-friendly interface tailored to your specific needs. Whether you're managing students, tracking grades, or organizing data, this portal provides all the tools necessary for efficient and effective management.
You can always revisit and adjust settings as your requirements evolve.
📝 Additional insights: