All individuals on UserTesting Panels sign a terms of service agreement to keep our customer's information confidential. However, in some instances, you may want to make contributors aware of additional specific expectations with respect to your sensitive information, or require participants to review a PDF version of your confidentiality terms before they begin a test.
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 for UT contributors and My Panel participants within both Live Conversation and Unmoderated tests.
This feature is available to customers with Professional or Premium subscriptions on the seat-based model and customers with Advanced or Ultimate subscriptions on the Flex plan.
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. Customers can upload a PDF of any terms once and use it with multiple audiences. This feature also supports the viewing of and consenting to multiple terms within one test.
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 person completes the test, you will see the standard information we provide about people (e.g., the individual’s username) along with the date and timestamp for when the agreement was accepted. You can also download the accepted confidentiality terms.
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.
Participants are able to easily identify that the test will require confidentiality terms via an icon that appears within the test invitation on their dashboard. After completing the screener process, participants will be presented with the confidentiality terms. For more information about what the participant sees, read here.
The participant can confirm that they have reviewed the terms and have the option to download the document for reference. If a participant declines the terms they will not be able to proceed.