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User Portal

Portal provides access to Forms or Tasks for Portal or Mobile App users by logging in to the Portal from a web browser or a mobile application.

The chapter covers how to get access to the feature, adjust its settings and filter Data Models for specific Contacts.

How to get access to the Portal

  • Click on the Portal button on the upper toolbar.

The chapter contains the following articles



User Portal Interface

User Portal Settings

The article describes how to adjust all Portal settings.

Filter Data Models for specific Contacts

The article describes how to adjust filters for Data Models. 

Publish to the User Portal and Mobile Application

Forms can be published to the User Portal. This launch method is commonly used if you want your respondents to access all the forms published to them in one place.

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