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Create portals

Build customized portals to showcase your forms and data in a branded environment.

18 articles

Articles

How to create a portal and manage users' accessCreate a portal that lets users submit, view, and edit their data easily. Customize your portal and manage users' access to the portal's content and data.
How to customize portal layout and pagesLearn how to customize portal pages in Formaloo by editing structure, renaming pages, adding covers, content, and media.
How to customize forms and organize data inside your portalCustomize forms and data blocks in your portal with Kanban, Table, Gallery, and Chart views for optimal data organization and presentation.
How to customize your portal with your brand identityGive your portal a fully on-brand look – add your logo, set a custom domain, adjust layouts, and even apply your own CSS and tracking tools.
How to restrict users' access to pages in your portalEasily manage who can access what in your portal with Formaloo’s access controls and user role management.
How to let users sign up and log in to your portalControl how people join and access your portal with flexible login, sign-up, and security settings tailored to your needs.
How to limit who can sign up to your portal by email domainControl who can access your portal by limiting sign-ups to specific users or email domains. Allow only pre-approved users or restrict registrations to people with company email addresses.
How to add users manually to your portal User DirectoryManually add new members to your portal for invite-only or controlled user access.
How to import users into your portal User DirectoryQuickly import users in bulk via an XLSX sheet to populate your portal’s User Directory.
How to select or change the user directory in your portalManage your user database efficiently by selecting, modifying, or switching your user directory.
How to create and assign user roles in your portalEasily manage user permissions and tailor who can access different parts of your portal by creating and assigning custom roles.
How to let users view and edit their own data in your portalLearn how users can update their profile information and how you can let them view or edit their own submissions in your portal.
How to let users edit their submissions only until they are approvedAllow portal users to edit their own submissions while they’re in progress, then automatically block further edits once the submission status changes (e.g., to Approved, or Finalized).
How to edit the User Directory form and add custom fields to the User ProfileLearn how to add custom fields to your portal’s user directory form so users can fill out, update, and reuse their profile data across forms.
How to share your portal with your audience (optionally, under a branded URL)Learn how to publish your Formaloo portal, share it with your audience, and optionally make it available under your own branded domain for a seamless user experience.
What’s the difference between internal and external users in Formaloo?Learn the difference between internal and external users in Formaloo. This guide explains access levels, roles, and limits for each user type so you can manage your team securely, collaborate…
How to combine multiple Formaloo templates into one single app/portalLearn how to use multiple templates together by connecting their forms into one app or portal. Consolidate separate templates into a single structured experience without rebuilding anything from scratch.

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FAQs1 articleFind answers to common questions about creating portals in Formaloo.
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Formaloo OI is the Operations Intelligence platform that helps organizations collect, understand, and act on the information that powers their operations. Trusted by 35,000+ businesses, Formaloo powers online forms, surveys, client portals, documents and e-signatures, approval workflows, dashboards, and custom business applications, all within one secure, governed platform.
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By combining an agent-first platform with a forward-deployed team, Formaloo helps enterprises redesign, automate, and continuously improve critical processes across their people, systems, data, and AI agents. Formaloo is EU-hosted by default, with data residency, private-cloud, and self-hosted deployment options, and is designed to support GDPR, HIPAA, and PCI DSS requirements.