Introduction to Administration
To learn more about specific Administration use cases, see the How-to Guides: Administration section of our How-to Guides.
Overview
The Administration page lets Administrators manage their Unqork account and environment. In this
These are the sections in the Administration page:
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Environment |
Express Permissions |
Creator Permissions |
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Assets |
Modules |
Integration |
Environment
The Environment section of the Administration page contains environment-level settings. Administrators can change the style or theme of their applications or set up performance-tracking tools. Administrators can also change the default landing page for an application, or pick a new site name. This section contains Environment Administration, Single Sign-On (SSO) Management, Client Tracker Administration, Style Administration, Email Template Administration, and Global Variables Administration.
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Administration Page |
Description |
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Environment Administration |
Environment Administration lets you customize behind-the-scenes, environment-related settings (such as adding a Password Reset window). |
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Single Sign-On (SSO) Management |
The Single Sign-On (SSO) Management page makes it easy to add SSO configurations. From Single Sign-On (SSO) Management, you can easily add, preview, and manage SSO Single Sign-On is an authentication scheme that enables users to use one set of login credentials across multiple services. configurations in your environment, using the SSO dashboard. You can set up SSO configurations for:
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Client Tracker Administration |
Client Tracker Administration lets you set up a Client Tracker in your environment. A Client Tracker is used in official integrations with monitoring and performance-tracking tools. |
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Style Administration |
Style Administration lets you change your active styles or promote a style to the next environment. Unqork's Style Team can help style an environment with any desired custom CSS Cascading Style Sheets (CSS) is a style sheet language used for presenting how a HTML or XML document looks to end-users.. You create styles in your Staging environment and promote each style theme to higher environment levels. |
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Email Template Administration |
Email Template Administration lets you customize your environment's default email messages. You can adjust the wording, style, and edit existing templates. |
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Global Variables Administration |
Global Variables Administration provides a uniform way to create and reference global variables across all applications in an environment level. A global variable is an identifier (or key) paired to a stored value. This format is referred to as a key/value pair. Once paired, you can reference the key anywhere in your application. You can also promote global variables across all environments. |
Environment Resources
Environment Administration
Learn about all settings and the promotion order in your environment.
Single Sign-On (SSO) Management
Client Tracker Administration
Learn about creating and managing client trackers to analyze user sessions.
Style Administration
Learn about creating and managing CSS styles in your applications.
Email Template Administration
Learn about customizing default emails in your applications.
Global Variables Administration
Learn about using global variables and promoting them to another environment level.
Express Permissions
The Administration page lets you manage users and roles separately for Express View Express View is how your end-user views your application. Express View also lets you preview your applications to test your configuration and view the styling. This is also the view your end-users will see when interacting with your application. After configuring a module, click Preview in the Module Builder to interact with the module in Express View. and Designer tools. The Express Permissions section of the Administration page is for end-users End-users, also known as Express Users, are the individuals accessing an application through Express View. In most cases, end-users are the customers using the product.. These users are the ones who interact with your application in Express View.
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Administration Page |
Description |
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Express Role Administration |
The Express Role Administration page lets you create Express roles and set their hierarchy. Unqork classifies users' permissions as roles and groups. Roles determine what users can do and groups, working together with the role hierarchy, determine what submissions users can view. You can use roles to regulate access to a module or component, and choose how users interact with data. |
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Express Group Administration |
Express Group Administration lets you add and manage groups for your applications' Express users. Express users are the end-users using your application in Express View. To manage the Express View permissions in your application, separate your Express users into groups and roles. Roles determine what users can do. Groups, working together with the role hierarchy, determine what submissions users can view. |
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Express User Administration |
Express User Administration lets you view and manage your Express View end-users. You can also convert Express Administrators to Creator Administrators. To add a Creator user, go to Creator (User) Administration. |
Express Permission Resources
Express Role Administration
Learn about setting up Express roles and managing permissions.
Express Group Administration
Express User Administration
Learn about creating and managing Express and Service users.
Creator Permissions
The Creator Permissions section refers to Creator users Also known as Unqork Users, or Designer Users; is anyone who is inside the Unqork platform. and roles. This Administration page lets you manage who can edit your application. Creator users can access or edit your application and view their work in Express View. It's important to note that Creator users have access to Express View Express View is how your end-user views your application. Express View also lets you preview your applications to test your configuration and view the styling. This is also the view your end-users will see when interacting with your application. After configuring a module, click Preview in the Module Builder to interact with the module in Express View., but Express users do not have access to Designer tools.
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Administration Page |
Description |
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Creator User Administration |
Creator (User) Administration lets you add, edit, and delete Creator users. Creator users can build and maintain applications in your Unqork environment. They can also access other Designer tools, including document templates and services. When adding a Creator user, you must assign Creator roles to each person. Creator roles help you set all the behind-the-scenes permissions for your Creator users. If you only want your end-user to access your Express View application, add them as an Express user. To add an Express user, go to User Administration under the Express Permissions section. |
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Creator Role Administration |
Creator Role Administration lets you add Creator roles and set their permissions. These Creator roles apply to Creator users. These are the users with access to the Designer tools, like the Module Builder. Creator roles let you manage who can edit and organize your applications, themes, services, and so on. You can add Creator users under Creator (User) Administration and choose which role applies to that user. Doing so lets you customize permissions to best fit your needs. To manage Express users' roles, go to Role Administration under the Roles and Permissions section. |
Creator Permission Resources
Creator (User) Administration
Creator Role Administration
Learn about setting up Creator roles and managing permissions.
Assets
Managed Assets Administration lets you store static media files for your application. A static media file can be a corporate logo or a supporting image. Once uploaded and linked to your module, these media files display in Express View Express View is how your end-user views your application. Express View also lets you preview your applications to test your configuration and view the styling. This is also the view your end-users will see when interacting with your application. After configuring a module, click Preview in the Module Builder to interact with the module in Express View..
Assets Resources
Managed Assets Administration
Learn how to upload and store media files to display in Express View.
Modules
The Modules section contains Module Administration. Creators Also known as Unqork Users, or Designer Users; is anyone who is inside the Unqork platform. work on modules in the Module Builder. The Module Administration page includes advanced actions, like promoting a module or restoring an previous module version.
Modules Resources
Module Administration
Learn about viewing, copying, and restoring modules in your environment.
Integration
The Integration section lets you set up integrations, like API APIs (application programming interfaces) are a set of protocols and definitions developers use to build and integrate application software. APIs act as the connective tissue between products and services. and SFTP SFTP (Secure File Transfer Protocol_ supports the transfer of files between an SFTP client and your server. Unlike FTP, it uses tunneling and performs transfers using a crytographic protocol to keep files secure. integrations. An API is a standardized way of requesting or sending data between systems. The Integration section contains Services Administration, PDF Template Administration, Excel Fill Template Administration, and Start Node Administration.
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Administration Page |
Description |
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Integration Administration |
Integration Administration lets you manage all your application integrations in Unqork. . You can integrate your external services using Services Administration or the Integration Gateway. To learn more about Integration Administration, contact your Unqork representative. |
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Services Administration |
Services Administration lets you set up external APIs and service logs. Service logs log any call you make to an API that you set up in Services Administration. Capturing request and response bodies provides essential information that can help you troubleshoot. |
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Certificate Management |
From Certificate Management, you can easily add, view, and manage mTLS certificates in your environment. After adding a certificate to your environment, you have a few options for how and where to link services to the certificate:
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PDF Template Administration |
PDF Template Administration lets you manage the PDF templates you generate from submission data. |
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Excel Fill Template Administration |
The Excel Fill Template Administration page lets you upload Excel templates so you can populate them with data from your application. Components transfer the application information from Unqork into your Excel template. |
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Start Node Administration |
Start Node Administration only applies to workflows. This Administration page lets you begin or end an automated process using Timer Start and Signal Start nodes in your environment. |
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API Access management |
Use the API Access Management page to create secure API APIs (application programming interfaces) are a set of protocols and definitions developers use to build and integrate application software. APIs act as the connective tissue between products and services. access credentials for Unqork’s Creator and Express APIs. |
Integration Resources
Services Administration
Learn about authentication types and setting up services in your environment.
Certificate Management
Learn about creating and managing mTLS certificates in your environment.
PDF Template Administration
Learn about uploading and managing PDF files in your environment.
Excel Fill Template Administration
Learn about uploading and managing Excel files in your environment.
Start Node Administration
Learn about starting, stopping, and managing the various Workflow Start nodes in your applications.
Resources
