How Knack Works
Design Your Database
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Do More With Knack
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Plan Your Connections: Complex Example
Working With Tables
Plan Your Connections: Simple Example
Plan Your Tables
Use Connections in Your App
Connecting Records Together
Connections: Troubleshooting & FAQs
Numeric Equation Functions
Date Equation Settings
Numeric Equation Settings
Text Formula Functions
CSV Format Guide for Importing
Working with Records
Deleting a Page That's Being Linked to
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Source: Which Records Will the View Display
Using Action Links
Combining Fields from Connected Records in Views
Using Record Rules
Using Display Rules
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Tasks & Emails
How do I cancel my Knack account?
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How To Guides
Add Functionality to Your Live App
How To Create Discount Codes
Create an Add To Favorites Feature
How to Access Private Records Without a Login
Accept Payments in a Live App
Manage Your Records
Use an Edit Form to Create Records If They Don't Exist
Track Which User Last Updated a Record
Copy a Record Using Record Rules
Track When Records are Created and Updated
Create a Version History for Records
Use Zapier to Insert Connected Records
Work with Connected Records
How to Show Multiple Fields in Your Connection Drop-Down
Showing Parent-Child Records in the Live App
How to Create Dynamic Dropdowns in Forms
Add Read-Only Fields to a Form
How to Change the Layout of Forms
Create a Multi-Part Form
How to Allow Users to Add New Options in Forms
How to Add Instructions to a Form
How to Customize the Text on a Submit Button
How to Automatically Capture a User’s Location on a Form
How to Use URL Variables to Pre-Populate a Form
How to Add a Map to a Details View
How to Add Connection Links to Views
How to Add Inline Editing to a Grid
Create a Print-Friendly Invoice Page
How to Click on an Image to Go to Another Page
How to Add Groupings to a Grid
Users & Logins
Force Users to Reset Their Passwords
Save a User's Payment Method
Create a Single Login Page for Multiple User Roles
Add Read-Only Access For Users
Show Records Connected To The Logged-in User's Company Or Other Group
Show Records Connected to the Logged-in User
Create an Admin User Role to View All Records
Workflow & Automations
Add a Pipeline to Your App
Create a Registration Form with Limited Availability
Add Stages to Your App
Store Multiple Images or Files for Individual Records
Use Multiple Image Sources for a Single Image Field
Create a Button or Link that Updates a Field to a Custom Value
Notify a User That an Item is Ready for Review
Add Assignments to Your App
Approve New Records Before Displaying Them
Add Notification & Reminder Emails to Your App
Add Status Indicators to Your App
Logic, Equations & Formulas
Start an Auto Increment Field from Any Number
Display a Message When a Deadline is Approaching
Generate Simple Numeric Barcodes Automatically
How to Set a Random ID
Calculate Age in Years from a Birthday
How To Number Line Items
Show Upcoming Birthdays
How to Extract the Start and End Dates from a Date/Time Field
How to Display Multiple Date Formats Using a Single Date Field
Reports, Queries, and Summaries
Build an Inventory Manager App
Build a Quiz App
Build a Warehouse Manager App
Build a Member Directory
Build an Orders App
Build a Map Directory or Store Locator App
Images & Files
Manage Your Account
Manage Your Account
About Knack Accounts
Account Plans and Billing
Managing Your Apps
Managing Your Account Settings
Sharing Apps With Shared Builders
App Settings: Map Provider
Script Attack Protection: Whitelisted Custom Code Elements and Attributes
Script Attack Protection: Protected Areas
Security & Infrastructure
Security Best Practices
Builder Security Settings for All Knack Plans
Builder Two-Factor Authentication
Table of Contents
- All Categories
- How To Guides
- Users & Logins
- Create a Single Login Page for Multiple User Roles
Create a Single Login Page for Multiple User Roles
Updated by Lesley
Multiple different user roles interact with your app and you want all user roles to access the app from a single page.
For example, you have an app with Managers and Employees that each have pages specific to their user role. However, you want these users to both enter the app from a single "Welcome" page.
The following are requirements for implementing this recipe:
- Two or more user roles are established to use your app
- Page menu tabs are set to show based on the logged-in user’s role
- Separate login pages are in place for each user role
This recipe will use a “Welcome Page” (also sometimes called a "Home" page) where every user will login and access their global tabs:
- Add a new login page for all user roles
- Add a Rich Text view with welcome message
For this scenario, we are using a Project Management app in which has user roles for Admin, Project Managers and Employees.
Add a New Login Page for All User Roles
First, ensure you have two or more login pages established in the Pages section of the Builder.
Click the green "+" button and select the "Login Page" option from the dropdown.
This will prompt you to set up your new page by first defining which user roles have access. Select the "Give permission to all users" option and click "Continue".
Next, you will be prompted to name your new page, in this example we have named it "Welcome Page".
Add a Rich Text View With a Welcome Message
Now that you have defined which users can access your page and given your page a name, you will be able to add views to your new page. In this scenario we are adding a rich text view to display a welcome message and instructions for the user.
Choose the "Rich Text” view type from the left hand toolbox.
With the rich text view added to your app, open the view editor to add your welcome message.
In this new window, simply type the message you would like to display. Various formatting options are available.
After saving the changes to your rich text view, now you have finished the setup.
You can read more about managing rich text views here.
Login & Test
Now, view and test your new single page login.
Open the page in the Live App by clicking the open icon or clicking the "Go to Live App" option in the top navigation.
Login with the credentials for one of the user roles. Upon successful login, you should see the welcome message as well as any pages that the logged in user role has permission to access.
You can create a single landing page in your app that all users will access, then use Page Rules to direct these users to the appropriate page based on their user role.
To do so, create a single landing page in your app that all users can access and login to. Then, add a page rule to the page that will redirect users to different pages in your app based on their user role:
In the example above, you can see that once Admin log in, they'll be directed straight to a page where they can view their projects.