top of page
Search
Writer's pictureDave Parrish

See Exactly What Your Users See in a Knack App

Updated: Jun 16




Interested in my Knack database app services? ... Book a call with me here: https://calendly.com/daveparrish/callwithdave



Seeing Through Your Users' Eyes

As a developer with years of experience in creating functional Knack apps, I've encountered numerous challenges, especially when it comes to user management and visibility. Today, I want to delve into a particular feature that has proven invaluable for many of my projects: the ability for administrators to see exactly what their users see. Let me walk you through how this works and why it's important for some app management use cases.


Understanding the Need

Imagine you have an app used by international representatives spread across different countries. These reps interact with the app in various ways, from managing invoices to tracking spending limits. For their managers back at headquarters, understanding the interface these reps navigate is essential for providing support and troubleshooting issues effectively.


The Admin Perspective

For admins, gaining visibility into what each user sees is not just a convenience but a necessity. Let's break down how I implemented this feature in a Knack accounting app designed for international markets.


User Roles: Admin and Rep

The first step is establishing clear user roles. In this case, we have admins who oversee multiple markets and reps who operate within specific regions or countries. Admins need access to all functionalities and data across different markets, while reps are limited to their assigned areas.


Building the Interface

In the app, admins have a special view called "Change Your Market," where they can switch between different markets effortlessly. This feature allows them to view the exact screens and functionalities available to reps in each market. Here’s how it works:

  1. Admin Dashboard Setup: The admin interface includes a section dedicated to market selection. This is crucial because admins may oversee multiple markets simultaneously.

  2. Data Segmentation: Data shown to reps varies depending on their assigned market. Admins can toggle between markets to see how data and functionalities differ across regions.

  3. User Role Management: To achieve this, I set up the app to handle multiple user roles. Admins can switch between their assigned market and a simulated rep role with just a few clicks, avoiding the hassle of logging in and out repeatedly.


Implementation Insights

Initially, when confronted with the request to show admins what reps see, I considered duplicating screens and functionalities. However, this approach proved inefficient and prone to errors during updates. Instead, by structuring the app around user roles and market assignments, I ensured a streamlined experience for both admins and reps.


Best Practices

When implementing such a feature, it's essential to follow best practices:

  • Role-Based Access: Clearly define what each user role can access and see within the app.

  • Data Isolation: Ensure that data displayed reflects the user’s assigned area or responsibilities.

  • Efficiency in Development: Opt for a modular approach where changes made for one user role reflect across the system, reducing maintenance overhead.


Conclusion

In conclusion, providing admins with the ability to see exactly what their users see is not just about convenience; it’s about empowering effective management and support. By implementing robust user role management and visibility features, apps can better cater to diverse user needs across global markets.


If you’re building a Knack app or managing one with similar challenges, consider adopting a structured approach to user visibility. It’s a game-changer for enhancing user support and operational efficiency. Stay tuned for more insights into app development and management in future posts!









11 views0 comments

Comments


bottom of page