Discover how Cognito Forms can help you better collaborate with secure, self-service customer portals.
Guest Access: How to Build Client Portals and Secure Your Workflows
This 1-hour webinar, hosted by our product marketing specialists, walks you through how you can streamline external collaboration and create powerful self-service experiences for the people you work with. You’ll learn all about Guest Access—a powerful feature that lets your external users (clients, members, patients, and more) securely interact with the forms, submissions, and tasks most relevant to them.
Watch this webinar to:
- Learn more about why we built Guest Access and the problems it helps you solve
- Watch a demo of the client experience, featuring three strategies for using Guest Access across any industry
- Hear real-world success stories from organizations saving 250+ hours annually
- Learn practical ideas on how you can use Guest Access in your organization.
Please Note: This session was designed to inspire and spark ideas for your organization. We don’t dive into setup or technical details. For detailed setup instructions and implementation guidance, check out the learning resources below or reach out to our support team.
Guest Access Learning Resources
Use the links below to learn more about setting up different guest scenarios in Cognito Forms.
How to add & manage guests
Three ways to use Guest Access
- Letting guests log in to submit forms
- Letting guests log in to manage entries
- How can guests log in without a guest list?
How to secure links for guests
- How to secure forms throughout a Workflow (Public Links and Workflow Links)
- Securing your Save & Resume links
How can I make sure only verified guests can access a form?
You’ll want to set Allow Links to When Person is Entry.User.Email. This ensures the Public Link will only be accessible when the person accessing the form matches a guest on your guest list.
Use this guide to help you set this up.
Using Workflow Tasks with guests
- How to create Workflow Tasks
- Assigning tasks for guests to complete
- Sending guests task reminder emails
- How guests complete tasks
Additional resources
Check out our other educational webinars for a deep dive on setting up and using our Workflow features:
Need more help getting set up?