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Security ​

Manage access control, permissions, and secure access to your forms.

📚 Available Guides ​

✅ Timed Access Tokens ​

Secure temporary access to forms and resources

What you'll learn:

  • What timed access tokens are
  • When to use access tokens
  • How to generate tokens
  • Token expiration policies
  • Security best practices
  • Common use cases

Best for: Securing forms with time-limited access

Level: Intermediate

📋 Coming Soon ​

User Permissions ​

  • Permission levels and roles
  • Assigning permissions
  • Permission inheritance
  • Managing user access

Authentication Methods ​

  • Supported authentication types
  • Single Sign-On (SSO)
  • Multi-factor authentication (MFA)
  • Password policies

Data Security ​

  • Data encryption
  • Secure data transmission
  • Data retention policies
  • Privacy compliance

Compliance Features ​

  • GDPR compliance
  • HIPAA requirements
  • SOC 2 standards
  • Audit trails

🎯 Quick Start ​

Secure Your Form with Access Tokens ​

  1. Generate Token

    • Navigate to Form Settings
    • Go to Security tab
    • Click "Generate Access Token"
    • Set expiration time

  2. Configure Token

    • Set access duration
    • Configure permissions
    • Set usage limits
    • Add restrictions

  3. Distribute Token

    • Copy token URL
    • Share with authorized users
    • Monitor token usage
    • Revoke if needed

  4. Monitor Access

    • View access logs
    • Track token usage
    • Review security events
    • Audit access patterns

🔒 Security Best Practices ​

Token Management ​

  • Expiration: Always set appropriate expiration times
  • Rotation: Rotate tokens regularly for sensitive forms
  • Revocation: Revoke compromised tokens immediately
  • Monitoring: Track token usage and access patterns

Access Control ​

  • Principle of Least Privilege: Grant minimum necessary access
  • Regular Reviews: Audit permissions periodically
  • Strong Authentication: Enable MFA where possible
  • Session Management: Configure appropriate session timeouts

Data Protection ​

  • Encryption: Ensure data is encrypted in transit and at rest
  • Secure Storage: Store sensitive data securely
  • Data Minimization: Only collect necessary information
  • Regular Backups: Maintain secure backups

🛡️ Security Features ​

Access Tokens ​

✓ Time-limited access
✓ Usage limits
✓ IP restrictions
✓ Revocation capability
✓ Activity logging

Authentication ​

✓ Username/password
✓ Single Sign-On (SSO)
✓ Multi-factor authentication
✓ API key authentication

Authorization ​

✓ Role-based access control
✓ Permission management
✓ Resource-level permissions
✓ Hierarchical permissions

Audit & Compliance ​

✓ Access logs
✓ Security event logging
✓ Audit trails
✓ Compliance reporting

🔍 Use Cases ​

External Form Access ​

Use timed access tokens to:

  • Share forms with external users
  • Grant temporary vendor access
  • Provide time-limited customer access
  • Enable secure partner collaboration

Internal Security ​

Implement access controls to:

  • Restrict sensitive forms to authorized users
  • Separate development and production access
  • Control administrative functions
  • Manage team permissions

Compliance Requirements ​

Meet compliance needs with:

  • Audit trails for all access
  • Data encryption standards
  • Access logging and monitoring
  • Regular security reviews

Forms ​

Customization ​

Reference ​

📖 How-To Guides ​

🆘 Troubleshooting ​

Common Issues ​

Token not working?

  • Check expiration time
  • Verify token hasn't been revoked
  • Confirm correct token URL
  • Check usage limits

Access denied errors?

  • Verify user permissions
  • Check authentication status
  • Review access restrictions
  • Confirm resource availability

Authentication failing?

  • Verify credentials
  • Check account status
  • Review authentication method
  • Check system status

→ More Troubleshooting

❓ FAQs ​

Q: How long can an access token be valid?
A: Token duration depends on your security policy. See Timed Access Tokens

Q: Can I revoke a token after sharing it?
A: Yes, tokens can be revoked at any time.

Q: Are there usage limits for tokens?
A: Yes, you can set usage limits per token. See Limits and Quotas

Q: How do I track who accessed what?
A: Use the audit logs to track all access. See Administrator Guide

→ More FAQs

⚠️ Security Alerts ​

Important Security Reminders:

  • Never share tokens in public channels
  • Always set expiration times
  • Monitor access logs regularly
  • Revoke unused tokens
  • Report security incidents immediately

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