Guidance for New Team Members on an Existing Account

This article applies to: UserTesting 

On this page:

• Logging In
• Reading Insight Summaries
• Watching Highlight Reels
• If You're the New Admin

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.
• 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
• Implementing these practices fosters a scalable environment, enhancing collaboration and insight sharing as your organization expands.

Related content