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Product tour contents
Activate anonymous access for data submission
- Enable anonymous form access in System Configuration (available in version 12+).
- Turn on anonymous access in the register settings to allow submissions via a dedicated link.
Configure security settings to protect sensitive data
- Review register fields to ensure that sensitive data (e.g., user or business unit fields) is not required.
- Use conditional rules to hide specific fields from anonymous users.
Set up an anonymous user and role for controlled access
- Create an anonymous business unit to manage access.
- Assign an anonymous role with necessary permissions to submit data while restricting other actions.
- Register an anonymous user (username must be "anonymous") to facilitate secure, unauthenticated submissions.
Define conditional rules to enhance privacy
- Set rules to automatically hide sensitive fields when an entry is created by the anonymous user.
- Ensure users submitting anonymously cannot access or view internal system data
Generate and test the anonymous submission link
- Copy the anonymous form access link and test it in a private/incognito browser
- Verify that sensitive fields remain hidden and the form functions correctly on mobile devices
- Conduct a security and privacy review before deployment to ensure compliance with organizational policies
