Secure an App or specific Actions

Enable secure content in the [Security] tab (accessed under [More]), where one also sets the passcode and edits the passcode request text.

                    

The platform offers two "Security" modes:

1. App mode security, which requires a passcode before one can view the app. An option is to allow users to view the app without a passcode, when they will only see content flagged as not secure.

2. Action mode security is applied to individual actions. One is prompted for a passcode only after tapping a secure actions. 

Security Dashboard

Enable security at the top of the Security dashboard and select whether it will be applied to the entire app or to individual actions. 

It you choose "Action" mode, then you will need to select the secure option on the individual actions that you want to be secure.

The passcode is variable length, case sensitive, and alpha-numeric.

The text on the passcode request window is editable. Change the point size, color, and message as appropriate. You can also control the background color of the window.

Example passcode request window:

App Mode Options

The App Mode of operation has two additional options, depending on whether the passcode is set as "required" or not.

If "Required" is ON, then the user will not be able to access the app without first entering the correct passcode.

If "Required" is OFF, then the user can enter the app without the passcode and see all actions set as "not secure" with the audience filter. Users with the passcode will see the non-secure actions as well as the actions set as secure in the audience filter.

Following are example Audience settings that are available on all Action types.

Action Mode Options

When using the Action mode, one must select which individual actions are secure. This is done on the action edit page. Only the Subpage, Lead, Form, and File actions offer a "secure" option that works in conjunction with Action mode security.

Secure Actions must use a call-to-action, and best practice is to say in the call-to-action that access will require a passcode.

If multiple actions are secure, all will be unlocked when one is unlocked. 

Enterprise option

The passcode can be set to pull from the data tab. Because the data tab can be populated at scale from a Google sheet, this option will allow an enterprise to change the passcode for all employee business cards. This is a great option when there is an employee-only section to the company's digital cards.

Notes:

Resetting the passcode in the dashboard will reset all deployed apps and will relock previosly locked apps.