Moderated Testing with My Own Participants

Set yourself and your participants up for success during your study sessions!

Mobile Testing

If testing on mobile, download the latest version of the Validately app from the App Store or Play Store.  Participants need to have iOS 13+ or Android 9+.

We recommend closing out all apps that are not needed for the test session so as much of the phone's resources can be dedicated to the interview and tasks given.

Desktop Testing

Everyone must be on the latest version of a supported browser to complete study sessions.   

In general participants and moderators can complete this system check to ensure that everything is ready before their scheduled session time:

When conducting moderated studies, please do so from the strongest/most stable network connection possible. If at all possible, ethernet connections offer the most reliable experience, as this provides a hardwired, physical connection that does not fluctuate as much as a wireless connection can. Remember that a lot of bandwidth is required, as you are using audio, video, and screen sharing all at once.    

Speed is one part of this equation and can be tested with

Firewalls or VPNs can also cause connectivity problems. Here is how to adjust those settings, open ports, and whitelist the provider.

Sound and camera problems are often resolved with the steps listed in this article.


On a Mac and stuck in a weird loop of checking mic, starting screen share, checking mic, starting screen share? Or the participant says they are clicking to share screen but the moderator sees that they have denied it? That is likely because of a change that Apple made to screen sharing permissions. Here's how to fix that! 

Please provide any feedback you have on this article. Your feedback will be used to improve the article and should take no more than 5 minutes to complete. Article evaluations will remain completely confidential unless you request a follow-up. 


Was this article helpful?
0 out of 0 found this helpful