← Integrations

Personal account

In order to create a personal account for users, you need to go to the "Applications" section of the form. Locate the Personal Account application in the list of available applications, move your mouse over it, and click Add:

Adding the "Personal Cabinet Module

When you do this you will see a window with the application settings:

Settings of module "Personal account"

All settings are broken down into separate tabs:

  • Login page
  • Confirmation page
  • Personal Area
  • Code for the site

Login page

In the Signup Page section you need to select the form element you wish to use as the login logic for your personal account. The following form elements are available: email address and phone number. This is the element that will be displayed on the sign-in form.

If you selected the Phone form item, you need to select a sms provider below and configure the text of the sms notification with a confirmation code.

You can also change the login page title, customized tooltip below the login box, and the text to be displayed if the login fails.

Sign in page

Confirmation page

After you enter your email address or phone number, you will be sent a confirmation code to be entered on the next page:

Sign in page

You can change the settings for this page in the application options under the "Confirmation page" tab:

Confirmation page settings

Here you can change the caption for the Confirmation Code field, as well as customize the confirmation code error texts.

Personal Area

After users enter the validation code and click Submit, they go to their personal profile showing a list of requests with their details:

List of requests in personal cabinet

He can also search and filter his details, and it displays buttons for editing and printing requests.

In the application settings you can specify the title of the page in the "Personal Account" tab and select the interface language:

Personal account settings

Code to site

The Site Code tab allows you to get a direct link to your member area login page or copy the JavaScript code to put on your site:

Website embed code

After you have everything set up, don't forget to click the "Save" button.

We hope you find this application useful. We welcome your suggestions on how you can improve and enhance the module.

That's all for today. Have a good day!

Comments

Create any web form
in just 3 minutes!