Manage your team members

If these instructions don't match what you see, check out:

If you need help, contact Support.

 

This article is targeted to UserTesting Admins, who have the ability to add, remove, and edit team members from a UserTesting account.

If you are unable to access some of account features as detailed in this article, you do not hold an Admin role. You should contact the point of account within your organization or your UserTesting Customer Success Manager for assistance.

 

 

Managing team members

Step 1. Log into your dashboard.

Step 2. Select the dropdown next to your account in the top right corner, then select Settings.

SettingsMenu.png

Navigate to the People tab.

PeopleTab.png

 

Step 3. Review team details

From here you’ll be able to view all team member details, including their last log in, number of tests created, and permissions level. Note: Member email addresses in the screenshots that follow may have been altered to protect their privacy.

ManageTeam.png

Usage Tip: Has your account's main point of contact changed or do you need assistance adding or replacing an Administrator? If so, contact your Customer Success Manager and let them know what changes you'd like.

Add Team Members

Once under the Manage People section, follow these steps to add a team member.

Step 1. Select Invite new users

InviteNewUsers.png

 

Step 2. Add the email address for each team member you would like to invite, separated by commas. Press enter when you're done, and click Next to move to the next step.

EnterTeamMembers.png

 

Step 3. Assign licenses. Here, you'll be prompted to choose their License type(s),  User level (collaborator, standard, unlimited), Admin permissions, and a starting workspace (if enabled for your account).

EditLicenses.png

Use the toggle to assign a License. 

 LicenseType.png

Removing team members

Once under the Manage People section, follow these steps to remove a team member.

Please note that removing a team member will only remove their access to the platform, it won’t remove any studies that they’ve created. We suggest combining all of the team member's studies into one clearly labelled folder so they can easily be located once the team member has been removed.

Step 1. Select the dropdown menu next to the team member you'd like to remove and select Remove

RemoveTeamMember.png

Next, you’ll be asked to confirm before the team member is removed.

ConfirmRemoval.png

Usage Tip: You can remove any team member except the primary account creator. Email your Customer Success Manager if you'd like to make changes to this member.

Editing team member permission levels

Once under the Manage People section, follow these steps to edit a team member's seat.

Step 1. Select the dropdown menu next to the team member you'd like to edit and select Edit

UserEdit1.png

Next, you’ll have the ability to modify the team member’s Licensed User Status or add them as an administrator. Select Close to apply these changes to the team member’s access.

 

Edit1.png 
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