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.

This article covers the following topics:

• What are user pages?

• Where do I access user pages?

• Managing User Pages

  • Adding a User Page

  • Editing a User Page

  • Copying a User Page

  • Deleting a User Page

• Building a User Page

  • Passwords

• User Page Settings

  • Permissions

• Page Rules

 

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.

 

User pages are not included in page menus. Instead, they have their own separate user menu in the top-right corner of the Live App:

User pages can be of the same page types as standard pages, except for login pages.

 

 

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:

 

Managing User Pages

Adding a User Page

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

 

Editing a User Page

When you would like to edit a user page, you can do so by selecting the drop-down arrow in either of the following locations:  

 

Copying a User Page

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

To copy a user page, locate the user page you wish to copy and click the drop-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.

Deleting a User Page

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

 

Building a User Page

You have the flexibility to create as many start user pages as you require by simply clicking on the “+” 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 this process, you will be guided to choose the user roles that will have access to the user page:

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.

 

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:

To access these settings, select the pen icon shown in the above image. 

• 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.

 

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 drop-down arrow icon located next to the page's name in the page tree or at the top menu. Here, you will find a variety of customizable options for the page.

 

Permissions

You have the option to make a user page accessible to all users or only specific user roles. By selecting the "Give permission to all users" option, all users will have access to the user page from the user menu.

If you choose the "Limit permissions to specific 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.

 

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