Password Protected Portals

While Motion.io's loginless portal access can be a game-changer for fostering increased client engagement and a more seamless experience, businesses that require additional security can opt for clients to access their portals by logging in instead of clicking a magic link.

This article will explain how password-protected portals work in Motion.io and how to set them up.

How Password Protected Client Portals Work in Motion.io

After subscribing to Motion.io's Scale plan, you can password-protect client portals.

Team admins can enable and disable magic links for portal access. When magic links are disabled, clients are prompted to set a password for their account and can access their portals by entering their credentials.

Enabling Password Requirements for Client Portal Access

To require clients to enter a password to access their portal, go to Settings on the left, find the Portals tab , and toggle on the "Portal Security" option.

After creating a new project once you've disabled magic links, the invite emails clients receive will include an additional section at the bottom with their username and a temporary password (shown below).

Limitations of Password Protected Portals Invite Emails

The email clients receive will vary depending on if the client is pre-existing or how they are added.

If a new client is added from a Project's User page or from a Task itself, they will receive an invitation email that will include their login email and an initial password.

If a client is first added to the Client Directory and then added to a Project, they will be directed to a regular login page. The same goes for already active clients accessing their portals.