FormaPortal

Features

Portal onboarding and member access features

Decide how people get in. Let them register and walk straight through, or ask them to apply and wait on your answer. The form they fill in, the steps that follow and the way they sign in are all yours to set.

Onboard

People join on your terms

Open registration or an application you review yourself, no rebuild required.

8 features

Open registration or review every applicant

Registration Approval Controls

Turn approval on and new arrivals fill in your form and wait, seeing nothing behind the login until you decide. Leave it off and they register and get straight in. It’s a setting you can change whenever you like.

Build your own application form

Application Form Builder

Ask exactly what you need to know by building your own application form. Drag together the questions that matter: text, dates, dropdowns, file uploads, agreements. Mark the ones you need and nobody can submit without them.

Every decision recorded

Recorded Decisions

Approve or decline, with a reason on record for every decision made. Review submissions in one queue and decide. Declined applicants get your reason automatically, and you choose whether they can fix their answers and try again.

Access opens the moment you approve it

Automated Tier Provisioning

Approving someone puts them on the tier you chose, which opens the content that tier allows. Declining switches their access off. You don’t have to set up a thing.

Walk new accounts through, step by step

Ordered Onboarding Sequences

Line up several forms to appear one after another: terms, then details, then declarations. Nobody skips a step, and nobody gets in until they’ve finished.

Sign in with a password, email code or magic link

Flexible Authentication Options

Offer a password, a six-digit code by email, a link that signs them straight in, or all three. You’ll field far fewer forgotten-password emails.

Some questions have to be answered first

Mandatory Form Gates

Attach a form as a gate and nobody gets past it until it’s complete. Use it for the annual declaration, the code of conduct, or anything you need on file before access carries on.

Real people get in, scripts don’t

Sign-Up Bot Protection

Registration and password resets are checked before they’re accepted, so automated sign-ups never reach your review queue. Everyone else sees nothing but the form they came for.

Contact us

Tell us how we can help with your portal

Share who’s using it, what you need to track, and how you want to onboard users. We’ll recommend the right setup and plan for your business.

We review every request and reply within one working day.