Table of Contents

User Pages

Ro Chittick Updated by Ro Chittick

What are User Pages?

A user page is designed to handle administrative user tasks. For example, they can be used to display a logged-in user’s membership information or provide a form for updating account information.

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:

They can have the same page types as standard pages, except for login pages. For more information on standard pages, click here.

Where Do I Access User Pages?

In the Builder, you can access your user pages by clicking on Pages in the left menu. All of your user pages are listed in the User Pages section of the page tree. You can click on any user page in your tree to see its views and settings.

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

Manage User Pages

Add a User Page

You can add a user page by clicking the add “+” icon in the User Pages section of the page tree:

Edit 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 “...” icon) at the top or next to the page’s name in the page tree:

Copy a User Page

You can copy any of the start user pages in your page tree.

Find the start user page you want to copy and click the More Options menu (the “...” icon) and select the “Copy” option. A new window will pop up where you can give the copied user page a name.

Click “Copy” and your new user page will be immediately copied and accessible in your Live App. All views and child pages will also be copied.

Delete a User Page

You can delete a user page by clicking the More Options menu (the “...” icon) and selecting the “Delete” option. You'll be asked to confirm the delete.

Build a User Page

You can add as many start user pages as you need by clicking the add “+” icon in the User Pages section of the page tree.

This brings up a new window that will guide you through adding your user page. The Quick Start will ask you to select which user roles should have access to the user page and which object's data you want to work with: 

Each start user page created will be added to the user menu. The user menu is the navigation menu your users see in the top-right corner of the Live App:

There are no options for hiding start user pages from the user menu.

Passwords

If you include a password field on an edit/update form, then you can edit the password input field to see some special password actions to further control how passwords are handled: 

  • 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. 

You can set a custom label for each action when enabled. 

If both are enabled, then the user will have to provide both the current password and create a new password. So only enable both at the same time if you want users to provide both.

User Page Settings

You can customize other options for a page from the “Settings” section. 

You can access page settings by selecting the “Settings” option from the More Options menu (the “...” icon) at the top or next to the page’s name in the page tree. Here are the Settings options:

Name

The page name will display in menus and links throughout your Live App. 

Page URL

Knack builds a URL for each page by including what you add here, as well as some record identifiers when necessary.

The Page URL follows the app name, so the URL to access the Update My Account page is:

Every view linking to this page will be automatically updated to use this new URL.

You'll need to update any links manually that you've typed in or entered outside the app. Page URLs need to be all lower case and can only contain alphanumeric characters.

Options

You can add a print link to your pages. This link will display in the upper right section of the app. Clicking that print link will send a printer-friendly version of that page to the browser's print function:

The print link will be disabled if you’re also using the modal popup option. Click here for information on printing PDFs.
Display in a modal popup

Enabling this option will cause your entire page to render in a modal popup. This is great for scenarios where you want to view/modify records, but not have to open an entirely new page to do so:

A page will only display as a modal popup if a Knack page is already rendered underneath it. This means you can still use the URL to navigate to this app from outside your Live App. However, it will load the full page instead.

Permissions

You can choose to make a user page available to all or only selected user roles.

If you select the "Grant permission to every user" option, then all users will have access to that user page from the user menu. 

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

Page Rules 

Page rules are actions that can be automatically triggered based on conditions you define as soon as a user enters a page.

For example, let's say you want to alert your members when their membership is close to renewal. A page rule can be defined to show users a message reminding them of their upcoming renewal based on the renewal date.

Click here for more information on setting up page rules.

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