How to Set up your Userlytics Profile
If you have just created your Userlytics account, congratulations! Simplified and effective remote usability testing is now available at the tips of your fingertips. Below, we’ll teach you how to get started with your account and set up the fine details of your profile so you can get to testing.
Login to your Account
After you have created our Userlytics account with the assistance of a Userlytics team member, you will be able to login to your account using the email address and password you designated. Enter https://www.userlytics.com/client/ into your browser, and then enter your login credentials in the section titled “Client Login.” Then click the button that says “Login” to enter the client dashboard.
Account Overview and Client Dashboard
After logging into your Userlytics account, you will immediately see an overview of your account along with the client dashboard on the left-hand side of the screen. The account overview page shows you all recent tests you have created and specifies whether they are running or closed. The client dashboard allows you to navigate to the various sections of your Userlytics account.
Access Profile Settings Page
To change your profile settings and fine-tune your account, navigate to the section of your Userlytics client dashboard that says “Profile Settings.” Below, we’ll go over the various sections of the “Profile Settings” page.
Account Status and Credits
After clicking “Profile Settings,” you will be guided to a new screen with a series of information boxes. The first box on the top left-hand corner will be titled “Account Status,” and will detail important information such as:
- Your account type, whether that be an Annual account, a project based account, etc.
- The company you work for
- The amount of panel credits you have remaining for unmoderated and moderated (Live Conversation) tests
- The amount of BYOU credits you have remaining for unmoderated and moderated (Live Conversation) tests
Under the “Account Status” box, you also have the option to buy more credits if need be. Click the button that says “Buy More,” and a pop-up window will appear. Here, you can write an email that will go directly to our team listing how many panel and/or BYOU credits you would like to purchase, and we will go ahead and make the requested changes to your account as quickly as possible.
Account Settings and Notifications
On the top right-hand corner of the Profile Settings page is another box titled “Account Settings.” In this section, you will be able to make the following account changes:
- Update your Userlytics account password by clicking the “Change Password” button
- Turn off notifications for when a new participant test result is available (by default, your account is set to receive these notifications)
- Turn off notifications for when a project has been completed (by default, your account is set to receive these notifications)
- Opt to stop receiving Userlytics news and updates (by default, your account is set to receive these notifications)
- Delete your Userlytics account by clicking the “Delete Account” button
Set up Two-Factor Authentication
By scrolling down a little further on the “Profile Settings” page, on the left-hand side, you will see a box titled “Two-Factor Authentication.” Clicking the “Enable” button will prompt you to provide your phone number in order to implement this added security setting to your Userlytics account. After providing your phone number, every time you login to your Userlytics account, you will receive a text message with a unique code that you will need to enter in order to access your account. This provides an extra layer of protection to ensure the security of your Userlytics account beyond just your username and password.
Further down on the “Profile Settings” page is the “Basic Information” box. Here, you can update the name and email associated with your account and provide your phone number if you choose to. Providing your phone number gives our team an additional means to communicate with you if there are any important updates regarding your account. Click the “Save Changes” button to save any additional information you choose to supply here.
The last section of your “Profile Settings” is the “Extended Information” box on the bottom right-hand corner of the page. Here, you can provide your address in case you request us to send you your account information, such as any invoices, by mail. Additionally, you can provide your Tax identifier type here. Click the “Save Changes” button to save any additional information you choose to supply here.