Users and accounts

Onboarding

The User onboarding screen controls how visitors register and log in, what information you ask for, and where each account page lives.

Where to find it

Go to Users and leads, then Users Onboarding. The screen is split into cards. Change what you need and click Update at the bottom to save.

General Login & Registration

Enable Login, Enable Signup and how long people stay signed in.

Menu and footer for account pages

The menu and footer on pages the platform renders itself, such as subscription status pages.

Authentication Page Routing

Which of your pages handles each step of signing in.

Basic Information Requirements

The details you require from every user.

Social Login Integrations

Third-party providers people can sign in with.

Session length

Stay signed in for sets how long an idle session lasts: 1 hour, 8 hours, 1 day, 1 week, 30 days or 3 months.

Every action a user takes pushes the limit out again, so an active person is never signed out in the middle of a visit.

Required information

Each switch under Basic Information Requirements makes that detail required for every user. The signup form asks for username, email and phone number when they are requested.

The other details, such as first and last name, are collected afterwards. A user who is missing required information is sent to your Profile completion page when they sign in, and when they open a page that is only for users.

Email, username and phone number are also what users log in with, so turning off signup leaves those switches as they are.

Build the profile completion page

1

Create a form

In the Form Creater, add User components for the details you require, such as first name and last name.

2

Let it fill the record

In Form settings, under User data, choose Fill in what is missing.

3

Create the page

Create a page and add the form with a Form element. Redirect to your main area after success.

4

Point to it

In Users Onboarding, choose the page as Profile completion page and click Update.

A signed-in user does not need to type their email again. The form recognises them from their session.