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Set up roles and permissions for your team

Ensure the right level of access with team roles and permissions

Last Updated:
June 11, 2024
For Admins

Create a Participant account

Create an account, verify your phone number, and start applying for studies to earn money with User Interviews.

Last Updated:
May 15, 2024
Verifying Your Account

Write an effective confirmation email

Not sure what to include in your confirmation email for scheduled sessions? Here’s some inspiration.

Last Updated:
May 15, 2024
Emails & Messaging
Recruit
Research Hub

Deactivate or delete your account

Need to deactivate a researcher account? We can help.

Last Updated:
May 10, 2024
No items found.

Connect or disconnect your calendar with the Google integration

Our Google integration helps you manage meeting links for moderated sessions, and sync your calendar for easier scheduling.

Last Updated:
May 10, 2024
Scheduling & Calendars

Use the Research Hub API to feed live data into Hub

Always access your latest user data in Hub with the Research Hub API ⚙️

Last Updated:
May 10, 2024
Research Hub
Pricing & Subscriptions

Use Document Signing to get your NDA or release form signed

Our Document Signing Add-On streamlines signature collection for important documents like NDAs, release forms, and consent forms.

Last Updated:
May 10, 2024
Document Signing

Send participants documents such as NDAs or release forms

Automatically distribute documents (like NDAs or consent forms) to research participants, or send and collect signatures manually.

Last Updated:
May 10, 2024
Document Signing

Distribute incentives to participants automatically or manually

Automate incentives, or distribute them yourself.

Last Updated:
May 10, 2024
Incentives

Approve qualified candidates for your study

How to approve and invite qualified candidates for participation in your research study.

Last Updated:
May 10, 2024
Recruit
Research Hub
Scheduling & Calendars

Filter and navigate projects by status, access type, or project type

Learn what the different statuses and filter categories on the projects page mean, and how to group and filter your projects.

Last Updated:
May 10, 2024
No items found.

Pay by invoice using check, ACH/wire transfer, or credit card

Invoices are sent between 3-10 business days after your final session. Learn how to pay your invoice by check, ACH, or credit card.

Last Updated:
May 10, 2024
Pricing & Subscriptions

Set up or change your subscription plan

Learn more about our subscription pricing and who to contact to set up or change your plan.

Last Updated:
May 8, 2024
Pricing & Subscriptions

Schedule a demo of User Interviews

Book a demo of our product for you and your team.

Last Updated:
May 8, 2024
Pricing & Subscriptions

Research Hub Part 2: Managing Your Panel

As your panel grows, learn how to organize and segment your customers enabling you to quickly find the right participants for your studies

Last Updated:
May 8, 2024
Research Hub

Research Hub Part 1: Building Your Panel

Learn how to grow your research community with Research Hub. Import customer data, create opt-in forms, and send invitations to studies.

Last Updated:
May 8, 2024
Research Hub
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