Scenario

Multiple users interact with your app.

You want users to access their portion of the app from a single login page.

Requirements

The following are requirements for implementing this recipe:

1. Two or more user roles are established to use your app
2. Page menu tabs are set to show based on the logged-in user’s role
3. Separate login pages are in place for each user role

Recipe

This recipe will use a “Welcome Page” where every user may login and access their global tabs:

1. Add a new login page for “all users”
2. Add a Rich Text view with welcome message

For this Recipe we are using a Contact Management app in which contacts are shared between Sales Reps and Sales Managers.

First, ensure you have two or more login pages established in your Pages tab.

Click the +Add button to create a new page.

When adding this new page, choose the Blank Page option and add a name for this new page such as “Login Page” or “Welcome Page.”

Choose the option to “Add a login view to this page” from the right side menu

This next step is a key step. Choose the option “Allow access to all users.”

Save the login setting by clicking “Add A Login.”

Next, insert a rich text view where you can display a welcome message and instructions for the user. Choose “Add a View”, then select the “other views” tab. Also, choose “rich text” from the left side menu.

With the Rich Text view added, you can click the arrow in the Rich Text view to reveal the edit option.

In this new window simply type the message you would like to display. Various formatting options are available.

Save the message you created. Now view and test your new single page login.

Choose the new Login Page from the “View App” menu.

Login with the credentials for one of the user roles. In this example we are using the Sales Rep user role.

Upon successful login you should see the welcome message and instructions as well as any tabs that the Sales Rep user role has permission to access.

Optional Features

You can create a single landing page in your app that all users will access, then use Page Rules to direct these users to the appropriate page based on their user role.

To do so, create a single landing page in your app that all users can access and login to. Then, add a page rule to the page that will redirect users to different pages in your app based on their user role:

In the example above you can see that, once Customers log in, they'll be directed straight to a page where they can review their repair orders.