Security Overview
Access to your workflow pages can be secured in two ways. You can assign a member database that contains logins and passwords of those allowed access. Or you can enter specific IP addresses of those that will be allowed access. In either method, all other people will be denied access to the workflow. Choose whichever method suits your business requirements.
On This Page
- Assigning a Member Database
- Using IP Addresses
- Pages Associated With Using a Member Database
- Disabling Authentication
- Security Properties
Assigning a Member Database
The member database can be any form within your account. The only requirement is that the form contains the Username & Password field element. Once this element has been added to a form, it becomes available for selection within your workflow.
The member database can be selected when setting up a new Publishing & Workflow Profile via the Setup Wizard or added later in this way:
- Click the Security Node in Workflow Outline.
- Change Enable Authentication to true.
Additional properties appear. - Click the Member Database property and choose the form with your login and password field.
Securing Access to your Member Database
When you select a Member Database, Public Access to add new records to the database is automatically disabled. It is important to understand Form Access Restrictions and to keep your Member Database Secure. When the Member Database has public access removed, you can still open it from within the Logiforms app and add new users (a special token is generated and added to the URL when you are logged in). You can also use Form Access Permissions to grant a Workflow or a specific Workflow User the ability to add entries to the Member Database.Using IP Addresses
- Click the Security Node in Workflow Outline.
- The Security Properties display.
- Click IP Restrictions.
- In the window that appears, enter the IP address of those who will be granted access. Requests from all other IP addresses will be denied.
Enter One Of |
Example |
---|---|
a single IP address |
192.168.0.1 |
an IP range |
192.168.0.1-192.168.0.25 |
a comma separated list of IP addresses |
192.168.0.1, 192.168.0.2, 192.168.0.5, 192.168.0.6 |
Click Save.
Pages Associated With Using a Member Database
If you enable authentication with a Member Database, four pages display below the Security Settings node:
- Login Page
- LogOut Page
- Profile Edit Page
Each page can be customized by clicking on its icon.
Disabling Authentication
To disable authentication by a Member Database:
- Click the Security Node in the Workflow Outline.
- Change Enable Authentication to false.
Security Properties
These are the properties that you can define for security on a workflow.
Property | Description |
Enable Authentication |
This setting turns authentication by a login page and a member database on and off. When you set it to true, you must immediately select a member database before continuing. |
Access Filter |
Optional. This provides an additional level of security after accessing the workflow. Use the Access Filter screen to configure a rule that defines which users will be denied access to the Workflow. After logging in, any users that match this filter will be denied access to the page. |
Preview Record ID |
Default 1. The record ID of a record in your member database that is used when previewing pages within the Live Edit Preview area. |
Member Database |
If used, holds the name of the form/table that holds the logins and passwords used to secure access to your pages. |
Edit Profile Text |
The text to display in the header that allows a user to edit their profile. This option is not available when using the Basic Theme. |
Use Edit Profile Link |
Set this to true to show the Edit Profile link/button in the header. Set to false to hide the link. This option is not available when using the Basic Theme. |
IP Restrictions | If used, holds the IP addresses of those allowed access to this workflow. |
Masking | Optional. Click to display the "Mask Properties for Page Security Settings" window. You can choose to Mask on Load, Mask Content Only, Show Loader Icon, change the number of seconds for masking, change the message from the default "Loading...", change the opaque value, and change the mask colour. |
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