Change access permissions in Zapier Forms

You can control who can view your form projects in Zapier Forms.

Change permissions

1. In the left sidebar of your form project, click the Access & users icon to expand the sidebar.
2. Under the Access field, click the dropdown menu.
3. Select an option:
   • Anyone with the link: This is the default option. The form project is accessible to anyone who has the link.
   • Anyone with the password: Only users with whom you share the password are able to access the form project.
   • Managed users only: One time passcode: Only specific users have access. The first time users log in, Zapier will email them a security code to enter the form project. You can add CAPTCHA to the login process for additional security.
   • Managed users only: Advanced login: Only specific users have access. Users can log in using a magic link or their Google account. You can add approved domains so any user who has an email address matching those domains can log in. You can add CAPTCHA to the login process for additional security.
4. Click Save changes.

Add managed users

You can restrict which users can access your form project by limiting access to specific users or domains.

Add specific users

To create a new managed user:

1. In the left sidebar of your form project, click the Access & users icon to expand the sidebar.
2. Under the Access field, click Manage. A dialog box will open.
3. Click Add user.
4. In the Name field, enter the new member's name.
5. In the Email field, enter the new member's email address.
6. Click Add user. The dialog box will close.
7. Click Save changes.

You can then share the URL of the form project with them.

Add approved domains

When you're using the option "Managed users only: Advanced login", you can add approved domains. Once you add an approved domain, any user with an email address that belongs to that domain can log in.

1. In the left sidebar of your form project, click the Access & users icon to expand the sidebar.
2. In the Access dropdown menu, select Managed users only: Advanced login.
3. In the Approved domains box, click Manage. A dialog box will appear.
4. Click Add new domain.
5. In the Domain name field, enter the domain.
6. Click Approve domain. The dialog box will close.
7. Click Save changes.

Select login options

When you select the Managed users only: Advanced login option, you can allow them to log in via a Magic Link or their Google account. Whenever a new user successfully logs in to the form project, they'll be added to the list of managed users.

1. In the left sidebar of your form project, click the Access & users icon to expand the sidebar.
2. Next to each login option you want to enable, click the toggle switch to on.
   • Magic Link: the user will enter their email address in the form project login field and receive a link to log into the form project. The link can only be used once and expires after one hour. This is the default option.
   • Google: the user can sign in with their Google account to gain access to the form project. 

Log out

Users can log out of the form project by clicking the Log out link at the bottom of any page.

Remove users

You can remove specific users from the Access & users section of the form project settings.

1. In the left sidebar of your form project, click the Access & users icon to expand the sidebar.
2. Under the Access field, click Manage. A dialog box will appear with a list of all managed users.
3. Next to the user that you want to remove, click the menu icon.
4. Click Delete.
5. Confirm the action by clicking Delete user.