Managing User Records

This article will cover the management of user records in your Knack app.

This article covers the following topics:

• What are user records?

• Activating User Records

• Managing User Records

  • Adding User Records

  • Editing User Records

  • Deleting User Records

• User Role Settings

  • Updating User Statuses

  • Emailing Account Info

  • Resetting Passwords

  • Account and Approval Templates

• Notes

 

What are user records?

When you activate users on your app, a unique Accounts table is automatically created. This table serves as a storage space for each user who can log in to your app using their email and password.

These users are recorded as account records, allowing for efficient management of user accounts and logins.

User records are similar to records in regular tables, however contain special user fields that help manage user accounts and logins. These user fields are indicated by a user icon to the right of the field name:

•  Name: The name of the account the user logs in as.

•  Email: The email address used to login.

•  Password: The password used to login. Passwords are immediately encrypted so cannot be added to a view to display.

•  User Status: The status of the account determines if the user's login will allow them access or not. 

•  User Roles: Any user roles assigned to this user. User roles can be used to define permissions.

Each user's user role record counts as an additional record toward your record limit, in addition to their record in the Accounts table. For example, a user in the Employees user role counts as two records: one for the record in the Accounts table and one for the record in the Employees table.

If the user is also has the HR user role, they count as three records: one for the Accounts table, one for the Employees table, and one for the HR table.

 

Activating User Records

Before you can use user records with your app, you must first enable Users.

 

Managing User Records

When it comes to adding, editing, and deleting user records, the process works in a similar way to managing any other records in your Knack database.

 

Adding User Records

User records are the same as regular records in Knack, so they can be inserted in the same ways: adding them individually from the Builder, importing from a spreadsheet, or from a form in your Live App.

In addition, users have the option to add user records using specialized registration forms. Users have the option to configure logins in a way that allows them to click on a "sign up" link when they visit a page without an existing account.

This link will redirect them to a registration form where they can create a new account.

 

Editing User Records

To edit user records, simply click on the pen icon next to the record in the Records section of your Builder, or edit the record directly inline:

 

Deleting User Records

To remove user records, simply select the checkbox next to the user records and click on the delete button from the top menu:

 

User Role Settings

If there are multiple user tables, the field for user roles will display the roles assigned to each user. Users have the ability to be assigned to more than one role if necessary.

When user roles are assigned, a record representing that user will be created in both the main Accounts table and each user role table to which the user is assigned.

If you make changes to a user's Name, Email, Password, User Status, or User Roles, all of the associated records for that user will be automatically updated, no matter where those fields were edited.

Editing the User Roles will add/remove records from the respective user roles that are assigned to the user. For example, if you edit a user's roles to add an "Employee" role, a new record will be inserted into the Employee user role table for that user.

 

Updating User Statuses

Different statuses can be assigned to users, which will impact how they can access the app.

User accounts can be assigned one of three different statuses in the Account record:

• Active: Only users with their status set to "active" will be allowed to login.

• Inactive: Users will be unable to login and will receive a notification indicating that they do not have access.

• Pending Approval: Users will be unable to log in and will receive a notification informing them that their registration is awaiting approval from an administrator.

By utilizing checkboxes, you have the ability to simultaneously update the status of multiple users. This functionality also provides you with the option to send an approval email, notifying them that they now have access to the app:

 

Emailing Account Info

You have the ability to send emails to users, providing them with important information about their account, including links to access the app. This feature is particularly useful if you manually add users or import them from a spreadsheet.

You can use the checkboxes to select the user records you want to email and click the “Email Info” button. You will be asked to confirm the email before sending it:

 

Resetting Passwords

You have the option to reset a user's password and send them an email containing instructions on how to reset it.

To reset the passwords, simply select the user records you wish to email and click on the "Reset Passwords" button. After doing so, you will be prompted to confirm:

 

Account and Approval Templates

To customize the email template that your users receive after their approval, simply click on the arrow down button icon next to the user role table desired or the Accounts table, and select the "Settings" option:

Next, you have the option to choose the "Approval Template" or "Account Info Template" to customize the content of the email that will be sent to your users.

In addition to your email content, you have the option to incorporate user variables that will utilize the values from the user record:

• {{first_name}} :

  • Extract and display the first name from the user name field.

• {{email}} :

  • Display the user email field value. 

 

Notes 

• If a user is unable to access a page, it is important to verify that they have a record within the user role that grants them access to the page.

• It is not possible to add multiple records with the same email address.

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