Creator (User) Administration

Overview

Creator (User) Administration is where you'll add, edit, and delete your Creator users. Creator users can help 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'll also assign Creator roles to each person. Creator roles help you set all the specific permissions for your Creator users.

You'll manage users and roles separately for Express View and Designer tools. To manage your Creator users, you'll use Creator (User) Administration and Creator Role Administration. To manage your Express end-users, you'll use Express User and Express Role Administration. Express users are the end-users who:

  • Exclusively test your applications in the Express View of development environments.

  • Only interact with your production applications on the front-end.

What You'll Learn

In this article, you'll learn how to:

Adding a Creator User

If you want a user to have access to your Designer tools, you'll add them as a Creator user. We call these users Creators for short. You'll set permissions for your Creators by assigning Creator roles.

NOTE  Some Creators also have full access to Express View. But an Express user can never access Designer tools.

To add a Creator user:

1. Click the Settings drop-down at the top right of the Unqork Designer Platform.
2. Click Administration.
3. Under Creator Permissions, select Creator (User) Administration.
4. Click the Add Creator button.
5. Enter the Creator user's Name and Email. The phone number field is optional.

NOTE  You can only add an email address to the system once, tied to a single user.

6. Use the Temporary Password field to set a password. Or, leave the field blank and Unqork will assign one.

NOTE  Passwords must be at least 8 characters with an uppercase and lowercase letter, a number, and a symbol.

7. Enter a unique User ID. Or, leave the field blank and Unqork will assign one.

NOTE  Once assigned, the User ID is permanent. This is important to keep in mind if you want all User IDs to follow a specific format.

8. Select 1 or more roles for the Creator user. Once you select the role, you'll see a preview of that role's permissions.

You can create and assign custom roles later under Creator Role Administration.

Each Unqork environment comes with two default Creator roles:

Role

Description

Administrator

Known as the super-user role. Lets the Creator user set up new user credentials and view, update, create, or delete:

  • Applications
  • Themes
  • Reference Data Collections
  • Services
  • Document Templates
  • Managed Assets

The Administrator role is special. It's the only role with access to manage:

  • Workspaces

  • Express Permissions

  • Creator Permissions

  • Environment Administration

  • Client Tracker Administration

  • Email Template Administration

Basic

The initial role for Creators. New users with the Basic role do not have access to workspaces or environment settings. Administrators can assign Basic role users to view or edit individual workspaces.

TIP  To learn more about assigning Basic role users to workspaces, view our Workspaces Role-Based Access Control article.

From there, you can add and customize Creator roles to best fit your needs.

NOTE  An Administrator has extra privileges than other roles. They can manage Creator and Express users, roles, groups, and Environment Administration.

9. Click Done.

NOTE  By default, the new Creator user gets an email with their login details from no-reply@unqork.com. You can deselect "Notify the Creator by e-mail of their temporary password" to disable this.

Searching for a Creator User

You may want to check on a Creator user's password status or make edits to their Creator roles. First, you'll have to find and access your Creator user.

To search for a Creator user:

1. Click the Settings drop-down at the top right of the Unqork Designer Platform.
2. Click Administration.
3. Under Creator Permissions, select Creator (User) Administration.
4. Select a Search By filter from the Search drop-down. This lets you search by Email, Name, Phone, Creator Role, and User ID.
5. Enter the Creator user's information in the search bar, then click Search (starts with).

NOTE  The search function uses "starts with" to find results. For example, to find Art Venere by name, you'd search for "Art", not "Venere".

Editing a Creator User

You can make edits to your Creator user at any time. You can update their name and phone number, and add or delete Creator roles. User IDs and emails remain the same. If a user needs a different User ID or email, you'll delete and re-add the user again with the new information.

To edit a Creator user:

1. Click the Settings drop-down at the top right of the Unqork Designer Platform.
2. Click Administration.
3. Under Creator Permissions, select Creator (User) Administration.
4. Using the search bar at the top of the screen, find the Creator user you want to edit.
5. Under the far-right Actions column, click Edit.
6. The Edit Creator page lets you edit the Creator user's Name, Phone, and Creator Roles.
7. After making your changes, click Done at the bottom of the page.

Revoking Access for a Creator User

Revoking a user's access means they'll no longer have access to the platform. You can re-grant them permission to access the platform again in the future.

To revoke a Creator user's access:

1. Click the Settings drop-down at the top right of the Unqork Designer Platform.
2. Click Administration.
3. Under Creator Permissions, select Creator (User) Administration.
4. Using the search bar at the top of the screen, find the Creator user you want to revoke.
5. Under the far-right Actions column, click Edit.
6. Click Revoke Access at the bottom of the Edit Creator page.
7. Click Revoke Access in the confirmation modal.

Restoring Revoked Access for a Creator User

You can re-grant permission to a Creator user with revoked access.

To revoke a Creator user's access:

1. Click the Settings drop-down at the top right of the Unqork Designer Platform.
2. Click Administration.
3. Under Creator Permissions, select Creator (User) Administration.
4. Using the search bar at the top of the screen, find the Creator user you want to restore access to.
5. Under the far-right Actions column, click Edit.
6. Click Restore Access at the top of the Editor Creator page.
7. Click Restore Access in the confirmation modal.

Deleting a Creator User

If you no longer want a user to access your applications' Designer tools, you can delete their Creator user account.

To delete a Creator user:

1. Click the Settings drop-down at the top right of the Unqork Designer Platform.
2. Click Administration.
3. Under Creator Permissions, select Creator (User) Administration.
4. Using the search bar at the top of the screen, find the Creator user you want to delete.
5. Under the far-right Actions column, click Delete.
6. Click Delete in the confirmation modal.

NOTE  When you delete a Creator user, they'll also lose their permissions in Express View. If you'd like the user to have access to Express but not Designer, add them under Express User Administration.

Resending a Creator User's Temporary Password

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

To resend a Creator user's temporary password:

1. Click the Settings drop-down at the top right of the Unqork Designer Platform.
2. Click Administration.
3. Under Creator Permissions, select Creator (User) Administration.
4. Use the search bar at the top of the screen to find the Creator user.

NOTE  You can check the Password Status column at any time. If the Creator user has set a custom password, the word CONFIRMED displays. If the user still needs to set a custom password, the word TEMPORARY displays. If the Password Status is TEMPORARY, an option to Resend appears under the Actions column.

5. Under the far-right Actions column, click Resend.
6. Click Resend in the confirmation modal.
7. The Creator user gets an email with their new temporary password. This email comes from no-reply@unqork.com. After their first login, Unqork asks new users to create a custom password.

Unlock Creator Users

When Creator Users exceed their maximum login attempts, they are temporarily locked out of their accounts. Admins can unlock Creator User accounts early using the Creator User administration screen.

NOTE  To learn more about User Account Lockout settings, visit our Environment Administration article.

To unlock a Creator User account:

1. Click the Settings drop-down at the top right of the Unqork Designer Platform.
2. Click Administration.
3. Under Creator Permissions, select Creator (User) Administration.
4. Use the search bar at the top of the screen to find the Creator User.
5. Under the Actions column, click Unlock.

NOTE  If the lockout duration has passed, the user's account unlocks. This removes the Unlock option from the list of available actions on that User's account.

6. Click Yes in the confirmation modal. A green chyron displays at the top of the page indicating a successful unlock.
7. Notify the user their account is unlocked.

Exporting a List of All Creator Users

You can also export a list of all Creator users to a CSV (comma-separated value) file. You can open the file in any CSV editor, such as Excel. The file includes a table with the following column headers:

  • userId

  • name

  • email

  • phone

  • creatorRoles

  • isDeleted (TRUE/FALSE)

  • created

  • passwordStatus

To export a list of all your Creator users:

1. Click the Settings drop-down at the top right of the Unqork Designer Platform.
2. Click Administration.
3. Under Creator Permissions, select Creator (User) Administration.
4. Click Export All Creators at the top of the Creator User list.
5. Check your Downloads folder for the creatorUsers.csv file.