Table of Contents

Logins and Registrations

Lesley Updated by Lesley

About Logins

When users are enabled in your app you can add a login to any page in your app. This is what a login page in the Live App looks like when a login is added: 

The user must log in with a valid user account before they can access and view the page.

Logins are handled by a special login page and login view. Login pages contain a login view and in this login view there are settings that control how the login works.

Login Pages

You will always be able to identify a login page by the lock icon. This will also indicate that all pages and views created under the login are also protected by the login:

Adding Login Pages 

Add a Login to a New Page

When adding a new page to your app, you will be given the option of creating a ‘Public Page’, a ‘Login Page’ or a ‘Dropdown Menu’:

Choosing the ‘Login Page’ option from the dropdown will direct you to choose whether this page will be accessible to all users, regardless of user role, or if access will be limited to specific user roles:

Once you have selected which logged in users can access your page and save your choice, you will be able to name and create your new login page.

Add a Login to an Existing Page

There are two options to add a login to an existing page. The first is to select the page from the page tree. Then click on the “...” next to the page name and choose the “Require Login” option. You can also click the lock icon in the top page navigation and choose "Require Login":

Follow the prompts to choose if you want to limit the login to a specific user role.

After you add the login the page will now have a new parent page, or top level login page (as indicated by the “lock” icon). This login page will have settings for controlling the access to that page.

Add a Login to a Child Page

Logins can also be added to child pages by clicking on the “...” next to the page name in the page tree, then selecting the "Require Login" option from the dropdown:

After you add the login the page will now have a new parent page, or top level login page (as indicated by the “lock” icon). This login page will have settings for controlling the access to that page.

Create a Single Login Page for All Users

If you prefer to allow all of your users to view the same pages and data, visit the user login settings and choose “require a single login to access your entire application.” This will create a single login page in your app with a new page menu tab for each page you create.

To access the login settings, go to Settings and select “User Logins”:

Then, in the User Logins section, select the “Secure every page with the same login” option:

Once you have applied this setting, you can add pages in the pages section. As these pages are added, they will be placed into the page menu.

These pages are accessible by all users so there is no option to create separate login pages:

Removing Login Pages

Login pages can also be removed in the Builder by clicking on the “...” next to the page name in your page tree and selecting the 'Remove Login' option from the dropdown:

Do this with caution. Removing a login page will affect any pages and views that depend on that login page. For example, any views (grids, forms, lists) that work with the logged-in user will be broken and must be recreated. We advise that you make a copy of your app and test the change in your app copy before making this change in your production app. 

Login and Registration Settings

Each login view can have different options for controlling access and registration. Login details and settings can be accessed in two ways. The first is to click the lock icon in the top page navigation to view the current settings and edit the login:

The second is to click directly on the login view or click the edit “pencil” icon to open the login options:

Upon opening the login options, you will see Settings, Registration Forms, and Design options:

Settings

Registration Settings

In the Settings section, you can control whether registration links will be provided for a new user to sign up and register for a new user account. This is done from your response to the first question “Can new users register to access this page?”:

  • No: no registration is allowed, only active users will be able to log in and view this page.
  • Yes: new users can register and gain immediate access to this page. This will display a “Sign Up” link to a registration form (see below). You will not automatically receive an email notifying you of new user registrations. Though you can set that up.
  • Pending approval: new users can register but can only access the page after you have approved them. You’ll receive an email notifying you of the sign-up, and you can then change their status to active if you approve them (see managing user records). Notifications for new users that need to be approved will be sent to your app's email address.
Editing the User Status inline on the record from "inactive" or "pending approval" will NOT automatically trigger an approval email to be sent to the user. You must use the "Update Status" feature in order for an approval email to be sent to the user.

Permissions

Permissions control which user roles will be able to login to view this page.

  • Limit permissions to specific user roles: Only the selected roles will be able to access this page. All other users will get a message that tells them they don’t have access to that page if they try to log in.

This is only available if you’ve created additional user roles (see above). For example, if you have teacher and student users, you may want to allow only teachers to log into some pages, and students into others.

Read more about security settings available with user logins to help ensure the security of your Live App pages.
Single Sign On

If you have a single sign-on provider that you would like users to use to access your app, you can configure that here. You can learn more about adding the Single Sign On option to your page in this article: Single Sign-On with Google, Facebook, Twitter, and Custom.

The single sign-on feature is only available on the Pro plan and up.

Registration Forms

If this login page accepts registrations (see above), a registration form view will be added below your login view:

Click directly on the registration view (gray bar) to manage the registration form that the new user will complete to sign-up or request access:

 

This uses the same structure as the form view. Available fields are optional to add as inputs from the menu to the left. You’ll need to have at least the name, email, and password inputs - these are the minimum fields necessary to add a new user record.

You can also add your own Title/Instructions to a registration form by accessing the Static fields tab:

 

The user will access this registration form from a link below the login in the live application page.

Design

  • Title: Enter a title for your form. This will appear at the top of your form.
  • Description: Enter a description of your form. This text will appear below the title of your login form.

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