About User Pages

In this article, we will provide an overview of User Pages and guide you on how to effectively use them in your Knack app.

What are User Pages?

A user page serves as a hub for managing administrative tasks related to the user. It offers convenient features such as displaying the membership details of a logged-in user or allowing them to easily update their account information through a user-friendly form.

Note: User pages are only available after users are activated in your app.

 

User pages are not included in the Page Menu. Instead, they have their own separate User Menu in the top-right corner of the Live App:

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They can have the same page types as standard pages, except for login pages.

Tip: For more information on standard pages, see our article here..

 

 

Where Do I Access User Pages?

To access your user pages in the Builder, simply click on "Pages" in the left menu. Within the page tree, you will find all of your user pages listed under the User Pages section.

By clicking on any user page in the tree, you can easily view and adjust its settings.

Here is an example of user pages in the Customer Payment Portal app:

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Managing User Pages

Adding a User Page

To add a user page, simply click on the add “+” icon located in the User Pages section of the page tree.

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Editing a User Page

When you select a user page from the page tree, you can edit that user page by selecting the “Settings” option from the More Options menu (the down arrow icon) at the top or next to the page’s name in the page tree:

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Copying a User Page

You have the option to copy any of the start user pages in your page tree.

Locate the user page you wish to copy and click on the More Options menu (the down arrow icon). From there, select the "Copy" option.

A new window will then appear, allowing you to provide a name for the duplicated user page.

Note: All views and child pages will also be copied.

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Deleting a User Page

To delete a user page, simply click on the More Options menu (the down arrow icon) and choose the "Delete" option. A confirmation prompt will appear asking you to confirm the deletion.

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Building a User Page

You have the flexibility to create as many start user pages as you require by simply clicking on the add “+” icon in the User Pages section of the page tree.

A new window will appear, guiding you through the process of adding your user page. During the Quick Start, you'll be prompted to select the user roles that should have access to the user page and specify which table's data you want to work with.

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Every user page you create will automatically be included in the user menu. The user menu is the convenient navigation menu that your users can access from the top-right corner of the Live App.

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Note: There are currently no available options for hiding start user pages from the user menu.

 

Passwords

If you choose to include a password field on an edit/update form, you have the option to customize the password input field and access special password actions that allow for greater control over how passwords are managed.

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  • Require the logged-in user's current password: When enabled, this action requires that the user enters their current password in order to submit the form. 
  • Update the password: When enabled, this action allows the user to update their password. 

When you enable these actions, you have the flexibility to customize the label for each one.

If you choose to enable both actions, the user will be required to provide both their current password and create a new password. Therefore, only enable both actions if you want users to provide both pieces of information.

 

 

User Page Settings

You have the flexibility to customize various options for a page in the "Settings" section.

To access page settings, simply select the "Settings" option from the More Options menu (the down arrow icon) located at the top or next to the page's name in the page tree. Here, you will find a variety of customizable options for the page.

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Name

The name of the page will be visible in menus and links throughout your Live App.

Page URL

Knack generates a URL for each page by incorporating the information you provide here, along with any necessary record identifiers.

To access the Update My Account page, simply use the URL that follows the app name.

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All views that are linked to this page will be automatically updated to use the new URL.

Note: Please make sure to manually update any links that you have typed in or entered outside of the app. Remember, page URLs must be in all lowercase and can only consist of alphanumeric characters.

 

 

Options

Adding a Print Link

You have the option to include a print link on your pages. This convenient feature will appear in the upper right section of the Live App.

When users click on the print link, it will send a printer-friendly version of the page to their browser's print function.

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Tip: See our article here for more information on printing PDFs.

 

Display in a Modal Popup

Enabling this option will allow your entire page to appear in a convenient modal popup. This is perfect for situations where you want to easily view or modify records without having to open a completely new page.

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To enable this feature, go to the Page Settings and check the box. You can also choose whether to keep the modal open until the user takes a specific action.

Previously, the modal would close if users clicked outside of it, but this new option allows it to stay open until the user makes a selection.

Tip: See our Announcement on this feature in our community forum.

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Note: A page will only be displayed as a modal popup if there is an existing Knack page underneath it. This means that you can still use the URL to navigate to this app from outside your Live App, but it will load the entire page instead.

 

Permissions

You have the option to make a user page accessible to all users or only specific user roles.

By selecting the "Grant permission to every user" option, all users will have access to the user page from the user menu.

If you choose the "Limit permissions to specific user roles" option, you can then select which user roles should have access to the page from the user menu.

 

Page Rules 

Page rules are a powerful feature that allows you to automate actions based on specific conditions as soon as a user enters a page.

For instance, suppose you wish to notify your members when their membership is nearing renewal. You can define a page rule to display a message to users, reminding them of their upcoming renewal based on the renewal date.

Tip: To learn more about Page Rules, see our article here