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How to allow portal users to sign up?
How to allow portal users to sign up?

I need them to be able to create new records on Airtable (entering themselves as new contacts) and set up their own login profiles.

Updated over 2 months ago

There are different ways to let your users create a new account:

1. Login page auto-checking (recommended)

For your forms and portals with login, you can include a login page that also allows new signups:

  1. Table settings

  2. If record does not exist

  3. Create a new record for the user

This option allows users to create new profiles to sign up if they don't exist already.

2. Link on the login page

You can add a link for the user registration form to the portal's login page. You can set this up in Login Page Subtitle. Here's an example:

3. Link in an email

You can also email users a link that takes them directly to a registration form. You would need to set one up first.

You can take advantage of our form's redirect feature to redirect your new user to the portal after submission! Simply use your portal's login formula for a field in your users table and select that field as the redirect URL in the Submission Actions section of your registration form's settings!

💡Note

The login info is not stored in the extension itself. They are records in Airtable. The login fields would be columns in your users' table.

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