Custom confidentiality terms

This article applies to: UserTesting 

Custom confidentiality terms are available on the following subscriptions:

On this page:

• About custom confidentiality terms feature
• How to enable confidentiality agreements

About custom confidentiality terms feature

• Use the UserTesting custom confidentiality terms feature to do the following:
  
  • Remind individuals of important obligations when they are reviewing sensitive assets such as early concepts, designs, and prototypes
  • Prevent individuals from proceeding with the test if they have not reviewed your terms
  • Simplify the document-management process by viewing and downloading the reviewed terms
• Custom confidentiality terms may be used as an NDA for contributors on the UserTesting Contributor Network and your Custom Networks within both Live Conversation and unmoderated tests, provided that such additional confidentiality terms do not conflict with or supersede the confidentiality terms already in effect between UserTesting and the contributor.

How to enable confidentiality agreements

1. In the audience builder, there is a toggle to turn on the Custom Confidentiality Terms feature.
   
   
2. When the toggle is turned on, an area to upload confidentiality terms appears. Only PDF formatted files are supported.
   
   
3. Drag and drop the file into the audience builder and rename the file, if necessary. You can upload a PDF of any terms once and use it with multiple audiences. This feature also supports uploading multiple documents for the contributors to review.
   
   
4. Review the uploaded files from the summary screen to ensure you have added the correct documents. You are now ready to move on to the test plan builder, or to launch your test.
   
   
   
5. When a contributor accepts your test—and before they start—they are presented with your confidentiality terms. They must acknowledge that they have reviewed the confidentiality terms and will comply before proceeding with your test.
   

   Contributors are able to easily identify that the test will require confidentiality terms via an icon that appears within the test invitation on their dashboard. For more information about what the contributor sees, read here.

   The contributor can confirm that they have reviewed the terms and have the option to download the document for reference. If a contributor declines the terms, they will not be able to proceed.

   

    

6. When a contributor completes the test, you will see the standard information we provide about them (e.g., the individual’s username) along with the date and timestamp for when the agreement was acknowledged.

   Note that additional PII, such as the individual’s actual name and address, will not be provided as part of this process.
   

Tip: If you plan to use the same custom confidentiality terms for multiple tests, create a saved audience that includes the terms for easy re-use.

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