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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.
👋 Tip: To learn more about how loginless access (i.e., Magic Links) works in Motion.io, click here.
How Password Protected Client Portals Work in Motion.io
After subscribing to Motion.io's Enterprise plan, you can password-protect portals per project.
When creating a new project or managing existing projects, team admins can enable and disable magic links for that project's portal. When magic links are disabled, clients are prompted to set a password for their account and can access their portals by entering their credentials.
📣 Note: You can turn portal passwords on/off both before and after you invite clients. If clients click magic links in emails sent to them before portal passwords are required, they will be brought to a page similar to the one shown above to set a password for their account.
Require Portal Passwords for a New Project
To require clients to enter a password to access the portal of a new project you are creating, click the toggle under "Client Access" to switch Enable magic links to the "off" position.
After creating a new project where you disabled magic links, the invite emails client receive will include an additional section at the bottom with their username and a temporary password (shown below).
👋 Tip: Aside from adding a small section at the bottom, portal passwords do not affect customizations you've made to the client invite email associated with a project.
Require Portal Passwords for an Existing Project
To require portal passwords for an existing project, go into a project and click "Settings." Click the toggle under "Client Access" to switch Enable magic links to the "off" position.
📣 Note: After disabling magic links for an existing project, the client login URL (shown below) for that portal will update from my.domain/client to my.domain/client-login .
