Guidance for New Team Members on an Existing Account

Learn about onboarding new team members to an existing UserTesting account.

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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.

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  • Use the drop-down menus to filter tests by status (e.g., Completed, New sessions, Problem) and creator.

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  • 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:

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    • 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:

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    • 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:


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    • 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:

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    • 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.

 

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