Updated Aug 7, 2023
All forms on Dubsado are secure and operate over an SSL connection. But by default, anyone with a unique link to a form can access it.
For most users, password-protecting the form is not necessary. This makes it easy for your clients to access their forms. But, if you would like to add an extra layer of protection, you can require a password!
Turn on password protection
Open a form and go to Form settings (gear icon).
Under General Settings, toggle Password protection on.
Save the form.
You can password protect:
a form template so that the form will always require a password whenever it's added to a project.
an individual form that has already been added to a project. The password setting is only changed on that copy of the form. The form template will not be affected.
Set a password for forms
Clients receiving password-protected forms MUST have an active client portal. Password-protected forms work by requiring the client to log into their client portal. If the portal is not active, the client will not be able to access the form.
You must set a custom password for the client portal. If a custom password is not set for the client portal, technically the form is not protected with a password!
👋 Here's a tip... Before you send your client a password-protected form, the Portal section in the project sidebar should show a password and an Active status.
Don't have an active portal with a password yet? Follow the instructions below:
Go to Projects and open your client's project.
Locate the Portal section in the project sidebar.
Check that the portal status says Active. If the status says Not Active, click on the dropdown arrow next to Portal and select Activate.
Set a portal password. Click on the text (click to set) and enter a password. Click the checkmark to save.
Ensure that your client knows the password. An easy way to do this is to click the dropdown arrow next to Portal and select Send. This will generate an email to the client with the password and a link to their portal.
When your client clicks on the link in the email to open their form, they will be prompted to enter their email and portal password.
FAQ
Which form types can be password-protected?
Which form types can be password-protected?
All forms can be password-protected. Password-protected lead capture forms are still publicly visible when embedded. The completed lead capture form will require a password to view.
Can my client create their own password for the portal?
Can my client create their own password for the portal?
No, not at this time. Portal passwords can only be set by you.
If my client is already logged in to their portal, do they need to enter the password again to view a form?
If my client is already logged in to their portal, do they need to enter the password again to view a form?
No, the form does not need to be unlocked again if the client has already logged into the portal.