Quick Start: Get up and running in 10 minutes!

1

Sign Up

1. Go to userlens.app.
2. Click Get Started or Sign Up.
3. Sign up with your email and password. See How the Sign-Up Works for details.

2

Create or Join a Team

If you're the first from your organization:

1. Click Teams in the sidebar
2. Click + Create Team
3. Name your team and click Create

If you received an invitation:

1. Click the link in your invitation email
2. Sign in to join automatically

3

Create Your First Project

1. Click + New Project on the Dashboard
2. Enter a project name (e.g., "Q1 Usability Study")
3. Add a brief description
4. Click Create Project

4

Define What You Want to Learn

Add Research Questions

1. Open your project → Hypotheses tab
2. Click + Add Research Question
3. Enter questions like:
   • "How easily can users complete checkout?"
   • "What barriers exist in onboarding?"

Add Hypotheses

1. Click + Add Hypothesis
2. Fill in:
   • Title: Short name
   • Hypothesis: Your testable assumption
   • Priority: High/Medium/Low
3. Click Save

5

Create Tasks

1. Go to the Tasks tab
2. Click + Add Task
3. Define:
   • Title: What the user should do
   • Scenario: Context for the task
   • Difficulty: Easy/Medium/Hard
4. Link to hypotheses in the Hypotheses tab of the editor
5. Click Save Task

6

Check Coverage

1. Go to the Coverage tab
2. Ensure all high-priority hypotheses have linked tasks
3. Click cells in the matrix to add/remove links

7

Add Participants

1. Go to the Participants tab
2. Click + Add Participant
3. Enter name and email
4. Select a segment (e.g., "Power User", "New User")
5. Click Save

Tip: Import participants in bulk via Excel - click Import.

8

Schedule Sessions

1. Open a participant's card
2. Click Schedule Session
3. Set date and time
4. For unmoderated tests, click Generate Session Link and send to participant

9

Capture Findings

During Sessions

1. Go to Synthesis tab
2. Click + Add Note
3. Type your observation
4. Select type: Insight, Barrier, Opportunity, or Quote
5. Click Save

After Sessions

1. Drag notes to cluster related findings
2. Name your clusters (themes)
3. Update hypothesis statuses based on evidence

10

Create Reports

1. Go to Documents tab
2. Click + New Document
3. Select Findings Report
4. Use the template to document:
   • Key findings
   • Recommendations
   • Next steps
5. Click Publish to share

Need Help?

Click Help in the sidebar for the User Guide

Email: support@userlens.app

🎉You're ready to start researching!