Learn about onboarding new team members to an existing UserTesting account. |
This article applies to: UserTesting
On this page:
Logging In
- Upon logging into the UserTesting Platform at app.usertesting.com, you'll be directed to your team's account, displaying the home Dashboard. (Consult with your team for login credentials.)
- The Dashboard lists your team's tests, including drafts and details about the creator and creation date.
- Use the drop-down menus to filter tests by status (e.g., Completed, New sessions, Problem) and creator.
- To delve into a specific test and its results, click on the test's name. Tests are listed from newest to oldest.
- The navigation menu allows you to:
- Access specific Workspaces organized by your account admin.
- Switch between accounts and Workspaces if you have access to multiple.
- Find Templates—a library of pre-made test plans created by UX researchers to serve as starting points for your tests.
- Locate Contributor Networks to choose who will provide feedback. Learn more about selecting Contributor Networks here.
Reading Insight Summaries
- To access your team's insights on a completed test, select the test's name.
- Within the test, you'll find four tabs: Sessions, Metrics, Summary, and Details. Each offers a unique perspective on the test's information and results.
-
Details Tab:
- Provides comprehensive information on test setup, including:
- Questions asked
- Tasks assigned
- Screener questions used
- Contributor demographic details
- If you wish to reuse the test plan, there's an option to save it as a template for your account.
- Provides comprehensive information on test setup, including:
-
Summary Tab:
- Offers a consolidated view where team members compile conclusions and insights after reviewing contributor feedback.
- Enables exporting an Excel summary sheet containing:
- Project team members
- Observations and insights
- Video clip information and tags
- Contributor demographics
- Feedback categories (positive, negative, neutral)
-
Sessions Tab:
- Displays each contributor's recorded video session.
- Clicking on a video's length allows you to:
- View the recorded session
- Create clips and highlight reels
Watching Highlight Reels
- Highlight reels are curated compilations of significant moments from test sessions, offering a concise overview of key insights.
- To view highlight reels:
- Navigate to the specific test containing the highlight reel.
- Select the "Highlight Reels" section within the test to access and watch the compiled clips.
- Highlight reels facilitate efficient sharing of critical findings with stakeholders, streamlining the decision-making process.
If You're the New Admin
- As an Admin, your responsibilities include ensuring team members have the necessary permissions and access to Workspaces.
- It's advisable to have at least two Admins to maintain consistent access and productivity.
- To keep the Dashboard organized as your team and number of tests grow:
- Create Workspaces to categorize tests by:
- Quarter
- Project
- Team members
- Date
- Other relevant criteria
- Establish consistent naming conventions for:
- Tests
- Highlight reels
- Clips
- Hashtags
- Example naming convention: Project Name - Research Question - Date - Lead Team Member
- Create Workspaces to categorize tests by:
- Implementing these practices fosters a scalable environment, enhancing collaboration and insight sharing as your organization expands.
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