Projects in Userback act as containers for collecting and managing feedback across different websites or applications, allowing you to tailor settings, and organize feedback by client or versions. This guide will walk you through the different settings available to you, helping you tailor each project to your specific needs.
Accessing Project Settings
Locate and click the settings button at the top-right corner of your Userback project. Here's a quick link: Project Settings
General Settings
Here's a detailed look at what you can adjust under General Settings:
Project Name
This is the identifier for your project. Make it descriptive enough so you can easily distinguish it from other projects.
Description
Add a concise description to give context to the project. This can be particularly useful when managing multiple projects.
Category
Implement categories to streamline the sorting and filtering of your feedback.
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You can easily add or edit the categories in each of your projects.
1. Go to Project Settings and Select General
2. Under the Category heading, you have a few options;
Click on an existing category to rename it
Click the x to delete the category, or,
Click the + to add your own categories
3. Click 'Save Changes'
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πNote: You can add up to 20 categories per project.
Workflow Settings
This feature helps you align Userback with your task management flow by allowing customization of status names, colors, and order. To add a new status, just click "+ Add Status."
πNote - The Open and Resolved statuses are default workflows for open and resolved feedback. While it is possible to rename these workflows, their position within the workflow cannot be modified.
Automation Settings
Userback Automations streamline workflows by automating tasks, improving communication, and enhancing user feedback processes. For more detailed instructions please see this article: Automate your Feedback Management.
Automatically Assign New Feedback and Set Due Date
Set a default user for each type of feedback to ensure it goes to the right person, enhancing response times and workflow efficiency.
Reopen Feedback
Enable this option if you'd like feedback items to be reopened when the reporter responds, ensuring nothing slips through the cracks.
Reporter Notification - Confirmation Email
The Reporter Notification feature automatically sends a customizable confirmation email to users when their feedback is received
Reporter Notification - Auto-Reply
Keep your users informed by instantly notifying them when their feedback is resolved. Enhance your response by including a survey in your auto-reply to gather valuable follow-up feedback.
π¨Unsubscribed Reporters: When a reporter opts out of email notifications, their unsubscribed status is shown in the Feedback details.
Privacy Settings
Userback helps you collect valuable feedback while protecting user privacy. We provide two methods to ensure sensitive information never gets captured:
Class-Based Exclusions: Add the "userback-ignore" class to any HTML element you want to exclude from screenshots and recordings.
Privacy Settings Configuration: In your project's privacy settings, specify selectors to exclude. For example, add
input[type="password"]
to exclude password fields from screenshots.
π‘Tip: you can also set privacy rules for your Session Replays. Learn how here.
User Location Privacy
Userback's location tracking, based on user IP addresses, can be pivotal for contextual feedback. However, respecting user preferences, this can be deactivated on a per-project basis for complete anonymity.
Screenshot Privacy Tools
Empower your feedback collection with visual context while maintaining privacy. Use the .userback-ignore class to hide sensitive elements from screenshots or configure global rules in your project settings.
Advanced Settings
Basic Authentication
If your website or app requires basic authentication (.htaccess), our servers may be unable to access it, including static resources like images and stylesheets. To ensure accessibility for your Userback project, please configure basic authentication settings.
To make your site accessible to our screenshot servers, you can either whitelist our server IPs or provide us with your basic authentication details.
Go to Project Settings and Select the Advanced Tab
Under Basic Authentication, click "Add"
Enter your basic authentication details and save
πNote: Userback does not store any authentication information in plain text
HTTP Headers
If whitelisting IPs isn't feasible for giving the Userback Screenshot Engine access, you can add additional HTTP headers to identify requests from our screenshot servers. This is especially useful when your site is in a protected environment. By adding extra HTTP headers, you can ensure that these requests are recognized and appropriately whitelisted.