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How to let portal/form users log in without a password

I want to send a verification code to access the record.

Updated over a week ago

When the login feature is enabled, you can turn on the OTP (one-time password) option in the login field settings. When it's enabled, the user will receive a verification code to log in. The generated code will be valid for 15 minutes.

When using this feature, ensure that your field contains exactly one valid email address for each record and nothing else (e.g. do not use fields that contain multiple email addresses), as email verification will fail otherwise.

To set this up, go to:

  1. Form settings

  2. Table & Login section

  3. Locate the Login Fields setting

  4. Click on a login field (see field type limitations below)

  5. Turn on Require email verification to login or Require phone number verification to login.

Verification is only available for the following field types:

  • Single Text

  • Long Text

  • Email

  • Barcode

  • Single select

  • Multi select

  • Formula

  • Lookup

  • Phone

When using email verification it is usually recommended to only use the field containing the email address as your login field, since the email verification provides the authentication. When not using email verification, it is recommended to use at least two fields (e.g. username and password) for authentication.

Email verification customization

Once you turn on this feature, two more fields will show up where you can set the custom sender name and the subject of the login verification email:

  • Custom subject for confirmation email (optional)

  • Custom sender name for confirmation email (optional)

You will also be able to set a Fallback phone number field so that users can enter their phone number instead to receive the OTP.

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