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How does the login feature work for the form and portal?

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

How to allow portal users to sign up?

How to allow users to log in by 'selecting' a record instead of typing its info?

If they login on their device, will it save or will they have to sign in every time?

How to track which employee filled out the form?

Someone no longer works for us and we want to remove them so they don't have access anymore.

How to limit who can access the portal or the form?

I want to set up a 'forgot my password' feature.

How to allow portal users to reset their passwords?

How to set a custom error message when a record does not exist during login?

I want them to access their already submitted forms and edit their profiles if they already exist.

How to allow users to update their records?

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

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

I don't want users to see their typed passwords.

How to hide the login info on the screen?

How to look up barcodes & QR codes on the login page?

Lookup Records with Barcode/QR Code Scanner

Can I lookup Barcodes & QR codes using an attachments field?

The values I need for login are coming from a rollup field in my table.

How to use the rollup field as a login field?

The form that I want to embed has login enabled so each user can only update specific record using the form.

How to embed a login form or portal within a portal

Error "Could not find the logged in user"

How to let Users select Login Details from a List

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

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