Guidance for New Team Members on an Existing Account

At a Glance

If you are the new member on a team that already uses UserTesting, this article serves as an introduction to accessing your team’s insights and getting acquainted with your team’s work efficiently. If you are adding a new member to your team, this article provides direction for them to explore the account and come up to speed.

 

Logging In

Reading Insight Summaries

Watching Highlight Reels

If You’re the New Admin

 

Logging In

Once you log in to our Platform (app.usertesting.com), you will be taken directly to your team’s account, which defaults to a view of the home Dashboard. (Consult with your team for login credentials.)

The Dashboard is where you will see the list of tests from your team’s Workspaces. This includes tests that have not yet been launched (drafts), as well as information for who created the test and when.

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You will have two drop-down menus on the Dashboard to filter for specific tests you wish to view. One is for test status, and the other is for the test creator.

  • When you select the status of the tests, this will isolate your test list into categories of how far the test has progressed, and whether or not all contributors have taken the test or not. You will have the ability to limit your view to the following options:
    • Completed (all contributors have responded and completed the test)
    • New sessions (new contributors have now taken the test and their results have been added)
    • Problem (tests which are incomplete, and are therefore unable to launch)

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  • When you use the creator drop-down menu, you are able to choose a view of the tests by who created that test; either everyone (All creators) or all tests created by a specific team member.

To learn more about a specific test and its results, click on the name of that test. The most recently created tests will be listed at the top of the page, descending from newest to oldest.

The other large organization tool on your Dashboard is your navigation menu.

Navigation Menu

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The navigation menu is where you can:

  • Find specific Workspaces (where your account admin has grouped and organized tests according to your team’s needs).
  • Switch between accounts and Workspaces if you have access to more than one.

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  • Locate Templates, which is a library of pre-made test plans. These are written by our UX researchers and can serve as a starting point for the test you wish to create.
  • Locate your Contributor Networks. When deciding who you want to collect feedback from, you have several Network options to choose from. (To learn more about choosing among Contributor Networks, click here.)

Reading Insight Summaries

Where can you go to find your teams' insights on an already-completed test? You’ll first want to view the test by selecting that test’s name. Once you have clicked into the test you wish to view, you will have four tab options: Sessions, Metrics, Summary, and Details. Each of these tabs provides you with a unique view of the test information and results.

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Details Tab

The Details tab is helpful to review first, as it gives you all the details around how the test was set up. Here, you will see:

  • What questions were asked
  • What tasks were given
  • Any screener questions used
  • Contributor demographic information

On the Details tab, if you scroll down to view the test plan and wish to reuse it, there is an option to save that test plan as a template for your account as well.

Summary Tab

For your most efficient review of the test results, the Summary tab is where your team members can compile their conclusions and insights after reviewing the results from the test contributors. You can also export an Excel summary sheet that will contain everything in the Summary tab, including:

  • Team members on the project
  • Team members’ observations and insights
  • Video clip information and tags
  • Contributor demographics information
  • Feedback categories for positive, negative, and neutral
  • Findings and next steps

However, you may wish to review the test results for yourself, in which case the Sessions and Metrics tabs will provide different views of that information. It is also helpful to add your own information to the Summary page, to assist in keeping all of the team’s insights together in one location.

Here is an example of the Summary tab view:

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Sessions Tab

The Sessions tab will show you each contributor's recorded video session from the test.

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Clicking the button that displays the video's length will take you into the video session for that contributor. From there, you will be able to:

  • View their recorded session.
  • Make clips and highlight reels.
  • Review the transcript (from which you can also make video clips).

Metrics Tab

The Metrics tab will show you measurable data collected from all the contributors for your test. The Metrics view will show you visualizations and analytics tools for each question or task on your test, including a highlight reel of all contributors completing that same question/task.

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This view is great for a quick and efficient look at test results, showing both quantitative and qualitative results by task (displayed in chronological order from the test).

Watching Highlight Reels

Another efficient approach to absorbing test results quickly is to watch the highlight reels from completed tests.

When you make clips from the videos showing your test contributors engaging the test, you can tag those clips using the hashtag and a name (e.g., #purchasepainpoint), and combine them into highlight reels, in order to demonstrate a particular theme in the test results.

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To find highlight reels from past tests, click the Highlight Reels link on the navigation menu.

If You're the New Admin

As the Admin of your account, your role is to make sure that everyone on the team has everything they need to do their part—including permissions and access to workspaces. If possible, we recommend having at least two Admins on the account in order to help ensure access and productivity.

As your team grows and the number of your tests increases, you are also there to help your team remain organized on the Dashboard in order to increase efficiency and visibility. For example, the Admin can create workspaces in order to organize tests by:

  • Quarter
  • Project
  • Team members
  • Date
  • Any term that is helpful to your team

We also recommend creating naming conventions for all aspects of the account for scalability, including the following:

  • Test names
  • Highlight reels
  • Hashtags for clips

An example of a naming convention for a Workspace is as follows:

  • Project Name - Research Question - Date - Lead Team Member

This way, you’ll be able to create a scalable environment that enables designers, researchers, and others to collaborate and share insights easily as your organization grows. 

 

Learn More

Need more information? Read these related articles.

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