Can I secure forms with passwords

Question

Can I password-protect an online form for my client, and how do I do it?

Answer

Yes, you can! With PlatoForms, you can protect your forms using an invitation password. When this feature is enabled, only recipients who receive a unique password via email can open the form.

Here’s what your client will see:

They’ll need to enter the password to access the form:

How to set a password for your form

To protect your form with a password, follow these simple steps:

1. On your Dashboard, hover over the form you want to secure.

2. Open the Invitation panel.

   

3. Enable Tracking Invitation.

   

4. Scroll down and check the box for Invitation is password protected.

   

5. Click Send Now, or Scheduled Send to send it later. Save only keeps the invitation as a draft and sends nothing.

That’s it! PlatoForms will send your recipient a secure email with the password they’ll need to access the form.

If you’d rather have everyone who opens the form link enter one shared passcode, turn on Form is passcode protected under Manage Form > General settings > Privacy & Security instead. See the different passcodes and passwords.

For more details, refer to the Secure form with password section in the User Documentation.

Discover form invitations

Find more about form invitations here.