Welcome to Usabilla Workspaces! We are excited for you to get your hands on Usabilla Workspaces and help you get much more out of the Feedback you have retrieved with Usabilla. What better way to help you get started than a Support article that covers the basics? So let's get started!
This guide consists of:
What is Usabilla Workspaces?
Usabilla Workspaces is our new Analysis feature that places a wide variety of ways to analyze your Usabilla Feedback in the palms of your hands, literally:
In Usabilla Workspaces you can:
- Create and share charts based on NPS, Mood or Rating questions
- Merge or compare different Campaign form results in order to track and report on your main KPIs
- Filter and manipulate the data to uncover opportunities
- Share a story that is meaningful and impactful to your organization
Awesome, right? 😄
Note: Usabilla Workspaces is a new feature in Usabilla, this means that Usabilla as you know it will not change. The analysis features that you are used to are still accessible and the trusty way of creating Forms, Campaigns and Widgets will not change.
How do I access Usabilla Workspaces?
Usabilla Workspaces can be accessed through this link. Once you have opened the link or went to the URL, you will be welcomed by a very special login screen. To make things super easy, you can use your existing Usabilla credentials to log in to Usabilla Workspaces:
Your Usabilla Workspaces username = the email address of your Usabilla account
Your Usabilla Workspaces password = the password of your Usabilla account
Tip: Bookmark this URL for ultra-easy access to Usabilla Workspaces.
If you have added an additional layer of security to your Usabilla account in the form of Two-Factor Authentication (2FA), first of all, compliments from our Security team, secondly, we also encourage you to enable this for Usabilla Workspaces. To do this, simply scan the QR code that is shown and this will create a new entry in your Authenticator app specifically for Usabilla Workspaces. If you don't have 2FA setup for your Usabilla account, we strongly encourage you to set it up for both your Usabilla and Usabilla Workspaces accounts.
So now that we've got you into Usabilla Workspaces, let's talk about the things you can do in this beautiful new environment. In Usabilla Workspaces we have two types of user roles, Admins and Users. Below you will find an overview of what Admins can do and what Users can do.
|Admins can...||Users can...|
|Create a workspace||
|Edit an existing workspace||
|Delete a workspace||
|Create a chart||
|Edit an existing chart||
Note: If you are an Administrator in Usabilla, you will be an Admin in Usabilla Workspaces.
If you are not an Administrator in Usabilla, you will be a User in Usabilla Workspaces.
How do I use Usabilla Workspaces?
You've seen the word "Workspaces" being mentioned multiple times in this article, but what is this thing we call "Workspaces"? A workspace is an environment that allows you to combine and segment feedback. Admins can create as many workspaces as they would like. Users with other Usabilla roles will need to be invited to a workspace, where they will be able to create charts. Within a single workspace, you will be able to create as many charts as you want and share that workspace with as many Usabilla users in your organization as you want.
Tip: Click here to go to the article we've written to help you create a workspace.
Within a workspace, you have the ability to create a chart based on a question type (e.g. NPS, Mood and Rating) from campaigns forms created in Usabilla. You can choose a question type from different campaigns and combine the data from these campaigns to visualize it in different ways. For example, combine NPS scores from multiple campaigns and visualize them in a trendline to uncover key insights over time, then allow the relevant people within your organization to see these results
Tip: Click here to go to the article we've written to help you create a chart in a workspace.
Before jumping in the fun, it is important to think about how you'd like to structure your workspaces. To help you get started we'd like to suggest a couple of points that can help in setting up a structure in your Usabilla Workspaces environment. Before setting up your workspace, think about the following points:
- Who should have access to all/a specific workspace(s)?
- What is the key objective that will be monitored in a specific workspace?
- What kind of charts will be created in a workspace?
- What goal do you have in mind when creating a workspace?
- Use a naming convention for your workspaces and charts to ensure that everyone in your team can understand it.
Awesome: You have finished the Getting Started with Usabilla Workspaces guide. Please have a look at the other articles we've written about Usabilla Workspaces here.