Express User Administration

Overview

The Express User Administration page provides a single location for Administrators to view, add, and manage 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.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. (also known as Express Users). From the Express User Administration page, Administrators control what Express Users can access in Express View by assigning groups and roles to end-users. Groups are created in Express Group Administration, and roles are created in Express Role Administration.

To set up and assign user roles for the Module Builder and Unqork Platform, view our Creator (User) Administration and Creator Role Administration articles.

What You'll Learn

In this article, you'll learn how to navigate the Express User Administration and how to bulk-add new users.

Navigating the Express User Administration Page

A static image displaying the Express User Administration Page. Each feature is marked with a number that correpsonds to the table displayed below.
(click image to expand)

  Setting Description

1

Search Bar

Search for Express Users by their email, name, phone, roles, or User ID. To sort the Express User List alphabetically, select a column name from the drop-down, leave the search field blank, and click Search (starts with).

After searching for a user, click the Clear button to remove search parameters and refresh the page.

 ↳

email ▾

(Search By drop-down)

Use the Search By drop-down to specify the Express User column the search function uses.

Search options include:

  • email: Search for an Express User by their email address.

Email search doesn't support searching by domains.

  • name: Search for an Express User by their name.

  • phone: Search for an Express User by their phone number.

  • roles: Search for Express Users by a specified role. Express Users with multiple roles display if one of their roles matches the search.

  • User ID: Search for an Express User by their User ID.

 

Search Field

Enter a value to search for. Leave the Search Field blank to alphabetically sort the list using the Search By value.

While Search Field values support partial matches, they must be the starting portion of the value. For example, if you are searching for Ellen.Ripely@nostromo.com, you can enter Ell, Ellen, Ellen.R, but not Rip, Ripley, or nostromo.

 

Clear

Clears the values from the search bar and refreshes the Express User List using the default values.

 

Search (starts with)

Click this button to use the Search By and Search Field values to filter the Express User List.

2

Express User List

Contains a paginated list of Express Users in the environment. This list shows important information about each user, including their User ID, email, roles, password status, and options to modify their record.

 ↳

User ID

Displays the Express User's ID (identification number). User IDs can be a custom value set during Express User account creation or a randomly assigned value. Random User IDs begin with the letters uq, followed by a randomized value. For example: uq5bf44ae98eab5e002ef8d484.

User IDs are permanent and cannot be modified.

 

Name

The name of the Express User. Express User names can be changed using the Edit button.

This field is required when creating or editing an Express User account.

 

E-mail

The email of the Express User. The email value can be changed using the Edit button.

This field is required when creating or editing an Express User account.

The email address cannot be more than 64 characters. Consecutive periods, quotes, and special characters, like "(),:;<>@[]\, are not supported.

 

Phone

The phone number of the Express User. The phone number value can be changed using the Edit button.

This field is optional.

 

Roles

The Express role assigned to the end-user. Express Roles are created using the Express Role Administration page. Users can have multiple roles assigned to their account.

This field is required when creating or editing an Express User account.

When managing Express roles using an SSO Attribute setup:

 

Created

The creation date and time of the Express account. Time is displayed in the Zulu Zulu Time (also known as Coordinated Universal Time) is an established universal time based on GMT (Greenwhich Mean Time). time format.

 

Password Status

Displays the Express User account's current password status.

  • OK: The Express User account is confirmed, and the user has set their own password.

  • TEMPORARY: When creating new accounts, Administrators might choose to send the user a temporary password. These accounts display TEMPORARY in the Password Status field. Once an Express User confirms their account, the Password Status changes to OK.

  • Check Status: Accounts that fail to reset their temporary password display Check Status. Clicking this text checks the current status of the reset.

  • N/A: After clicking Check Status the N/A status displays when the platform cannot verify if the account has reset its temporary password.

 

Actions

The Actions column provides options for modifying an Express User account. Actions include:

Converting an Express User to a Creator User is permanent.

  • Resend: If the user has not confirmed their account, click this button to send a new email asking them to confirm their Express User account.

3

Express User List Navigation Buttons

Express User Lists with more than 50 users are paginated into pages. Click the Prev or Next buttons to display the next or previous 50 users.

4

Add User

Opens the Add User page.

To learn more about adding individual Express Users, view our How To: Add an Express User article.

5

Export All Express Users

Click this button to create and download a CSV file that contains the entire Express User List with additional columns that include the User Last Modified date and Last Login fields.

6

Upload Users File

When creating large batches of new users, Administrators can define all Express User accounts in a CSV file and upload it using the Choose File button

7

Notify the Users by E-Mail of their Temporary Password

When using the Upload Users File setting, checking this box notifies users of their temporary password by email.

8

Process Users File (and Notify)

After uploading a CSV file to the Upload Users File section, click this button to process the New Users file.

Adding Express Users in Bulk

You can also add your Express Users in bulk by uploading a CSV (comma-separated values) file.

At a minimum, your spreadsheet must have the following column headers:

  • name
  • email

The email address cannot be more than 64 characters. Consecutive periods, quotes, and special characters, like "(),:;<>@[]\, are not supported.

Unqork also supports the following optional column headers, spelled in camelCase A naming convention for computer programming. Use camelCase for Property IDs, for example: newUser, lastName, & rdoButton. as shown:

  • userId

Omit the userId column from the CSV file if you plan to use random User IDs assigned by Unqork. You can't have assigned and randomly-assigned users in the same CSV file.

  • password
  • phone
  • roles
  • expressRoles: Specify multiple roles by comma-separating them. For example, Administrator,Authenticated.
  • applicationRoles: To specify Application Roles, use this format: <applicationId>:<roleName>. To specify multiple Application Roles, use a comma-separated list.
  • groups: Specify multiple groups by comma-separating them.

If no groups are specified in the CSV file, omit the groups column from the file.

Here's an example of how the column headers might look:

To add Express Users in bulk:

1. At the top right of the Unqork Designer Platform, click the Settings ▾ drop-down.
2. Click Administration.
3. Under Express Permissions, select Express User Administration.
4. Scroll to the Upload Users File section below the Express User list.
5. Click Choose File and upload your .CSV file.
6. Click Process Users File (and Notify).

A static image displaying the Express User Administration page. The Choose File and Process Users File buttons are highlighted.
(click image to expand)

By default, new users get a notification email with their login details from no-reply@unqork.com. Uncheck Notify the Users by E-mail of Their Temporary Password to disable this action.

If there are any errors in your spreadsheet, a notification pops up with a list of the errors. Take note of the errors and click the OK button. Once you make and save the adjustments to your spreadsheet, upload it again.

Converting an Express Administrator to a Creator Administrator

Let's say your Express User has Administrator permissions. When you access Express User Administration, you see an extra option for that Express User. You'll see the option to Convert To Creator Administrator in the Actions column. Clicking this link changes your Express Administrator to a Creator Administrator.

To convert your Express Administrator to a Creator Administrator:

1. At the top right of the Unqork Designer Platform, click the Settings ▾ drop-down.
2. Click Administration.
3. Under Express Permissions, select Express User Administration.
4. Using the search bar at the top of the screen, find the Express User you want to convert.
5. Under the far-right Actions column, click Convert To Creator Administrator.

A static image displaying the User Express User Administration page, the Convert To Creator Administrator action is highlighted.
(click image to expand)

Once you click the convert link, Unqork removes your user from Express User Administration. You'll now manage your converted Creator user in Creator (User) Administration.

Resending a Temporary Password

When you add a new user, they receive an email with login information and a temporary password. This password expires in 7 days. If it expires, you can resend the email with a temporary password.

To resend an Express User's temporary password:

1. At the top right of the Unqork Designer Platform, click the Settings ▾ drop-down.
2. Click Administration.
3. Under Express Permissions, select Express User Administration.
4. Use the search bar at the top of the screen to find the Express User.
5. Under the Password Status column, click Check Status.

If the user has set a custom password, the word OK displays. If the user still needs to set a custom password, the word TEMPORARY displays.

A static image displaying the Express User Administration page, the password status Check Status, status is highlighted.
(click image to expand)

6. If the Password Status is TEMPORARY, an option to Resend appears under the Actions column. Click Resend.

A static image displaying the Express User Administration page, the Resend button is highlighted.
(click image to expand)

7. Click OK in the verification modal.

Your Express User gets an email with their new temporary password from no-reply@unqork.com. After their first login, Unqork asks new users to create a custom password.

Exporting a List of All Express Users

You can also export a list of all Express Users to a CSV file. You can open the file in any CSV editor, like Excel. The file includes a table with the following column headers:

  • userId
  • email
  • phone
  • name
  • roles
  • expressRoles
  • groups
  • applicationRoles
  • created
  • modified
  • lastLogin
  • isServiceUser (TRUE/FALSE)

If you use Custom Attributes, a column displays with the Custom Attribute Name as the header. In each user row, you can see their Custom Attribute details.

To export a list of all Express Users:

1. At the top right of the Unqork Designer Platform, click the Settings ▾ drop-down.
2. Click Administration.
3. Under Express Permissions, select Express User Administration.
4. Click Export All Express Users.
5. The users.csv file saves to your default downloads location on your computer.

After modifying an Express user, the user receives an email notifying them that a change has been made to their profile.

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