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How to Access Client Panel to Log In
#1
Hello,

I have installed Form Tools 2.1 and can access the "Admin Login Panel". After creating a "Client Account", Where do I find the "Client Panel" for them to log into Form Tools, or do they use the same "Admin Panel"?

Thanks,

Snaze
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#2
They can log in using the same login screen as you log in as an admin.

Unless you are using the submission accounts module.. Then it's a little different:
http://modules.formtools.org/submission_...logging_in

Hope that helps!
Alex
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#3
Thanks Alex!
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#4
(May 13th, 2014, 8:04 AM)alexh Wrote: They can log in using the same login screen as you log in as an admin.

Unless you are using the submission accounts module.. Then it's a little different:
http://modules.formtools.org/submission_...logging_in

Hope that helps!
Alex

Alex,

I am trying to locate the "Submission_Accounts" module. I looked in /formtools/module, but it was not there. Is this a premium module?

Thanks,

Snaze
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#5
No, it's not a premium module but you'll need to download and install it. There are a bunch more free and premium modules available which are not part of the basic download, unless you choose the "custom build" option.

For the submission accounts module, go to the address below and click on the "download" tab.
http://modules.formtools.org/submission_accounts/

Alex
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#6
(May 14th, 2014, 12:30 PM)alexh Wrote: No, it's not a premium module but you'll need to download and install it. There are a bunch more free and premium modules available which are not part of the basic download, unless you choose the "custom build" option.

For the submission accounts module, go to the address below and click on the "download" tab.
http://modules.formtools.org/submission_accounts/

Alex

Great!

Thanks Alex.

Snaze
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#7
I have installed Form Tools 2.1 and can access the "Admin Login Panel". After creating a "Client Account", Where do I find the "Client Panel" for them to log into Form Tools, or do they use the same "Admin Panel"?
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#8
They can log in using the same login page.
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#9
thanks dude! i just found the login page.

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คาสิโน
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#10
If you want your client to be able to access their forms and notifications, but without using your administrative login with full control, you'll need to give them access to their "Views."

Click on the edit-page icon of your form (to the left of the "X" to delete form).

That should take you to the page with "Main," "Fields," "Views," and "Emails" tabs. I think if you have any extra modules installed, there may other / more tabs.

Click on the "Views" tab for your particular form.

On the new page, click on the edit-page icon for that form (to the left of the "X" to delete form).

On the new page, make sure that "Access" is "Public." If not, select "Public" and "Update View" at the bottom.

Once updated, to the right of "Public," you'll see "Manage Client Omit List." Click it.

On this next page, move your client's name from the right-hand field "…cannot access View" to the left-hand field that reads "…can access View".

"Update" your changes.

That should now give your client access with their own login information that you created when making them a client.
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