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Userorbit is a customer communication and engagement platform
that makes product adoption easy.

Userorbit

Account Management

Hussain

Collaborating with your team is essential for getting the most out of Userorbit. This guide will walk you through the process of inviting your teammates to join your Userorbit workspace.<h2>Accessing the Invite Feature</h2><ol><li>Log in to your Userorbit account.</li><li>Navigate to the "Settings" menu, usually found in the left sidebar in your dashboard.</li><li>Look for the "Team Members" option on the settings page.</li></ol><h2>Sending Invitations</h2><img src="https://s3.us-west-1.amazonaws.com/unheard-assets/uploads/d7959d98-ed2c-4f03-a968-91bd4705cf78/f4fbdd89-8dad-441f-a4eb-eb6de50ba0e6/invite-teammates-button.png" width="100%" align="center" caption="" aspectratio="13.3984375"><ol><li>Click on the "Add Team Member" button.</li><li>Enter the email addresses of the colleagues you want to invite. You can add multiple email addresses separated by commas.</li><li>(Optional) Choose the role or permission level for the invitees. Common options include:<ul><li>Admin: Full access to all features and settings</li><li>Editor: Can create and edit content, but can't change account settings</li><li>Viewer: Can view content but can't make changes</li></ul></li><li>Click "Send Invite" to send out the invitations.</li></ol><img src="https://s3.us-west-1.amazonaws.com/unheard-assets/uploads/d7959d98-ed2c-4f03-a968-91bd4705cf78/3b82c2f2-66dc-449f-a2a6-c756276fd1d6/add-member-modal.png" width="493" height="554.2973523421589" align="center" caption="" aspectratio="1.363888888888889"><h2>What Happens Next?</h2>Your invitees will receive an email with instructions on how to join your Userorbit workspace. They'll need to:<ol><li>Click the invitation link in the email</li><li>Create an Userorbit account if they don't already have one</li><li>Accept the invitation to join your workspace</li></ol>Once they've completed these steps, they'll appear in your team list.<h2>Best Practices</h2><ul><li>Only invite team members who need access to your Userorbit workspace.</li><li>Assign appropriate roles to maintain security and prevent accidental changes.</li><li>Regularly review your team list and remove access for members who no longer need it.</li></ul><h2>Troubleshooting</h2>Contact <a target="_blank" rel="noopener noreferrer nofollow" class="prose-link" href="mailto:support@userorbit.com">Userorbit support</a> if you encounter any issues during the invitation process.By following these steps, you'll be able to quickly and easily invite your teammates to collaborate with you on Userorbit. Remember, a well-organized team is key to making the most of Userorbit's powerful features!

How to Invite Teammates on Userorbit

Mukesh

Plans, billing, teammates, and permissions

Platform Overview

Userorbit is a comprehensive customer communication and engagement platform designed to simplify product adoption and enhance user experience. Here's what you need to know:<h2>Core Features</h2><ol><li>Public Roadmap<ul><li>Visualize your product development journey</li><li>Allow users to track feature progress</li><li>Enable feature requests directly from customers</li></ul></li><li>Product Updates<ul><li>Share announcements with users</li><li>Embed a custom widget in your app</li><li>Create a SEO-optimized public page for updates</li></ul></li><li>Product Guides<ul><li>Build interactive product tours</li><li>Target specific customer segments</li><li>Drive feature adoption with proactive guidance</li></ul></li></ol><h2>Key Benefits</h2><ul><li>Improved Communication: Keep customers informed about product development and new features.</li><li>Enhanced Collaboration: Engage users in the product development process through feedback and feature requests.</li><li>Streamlined Onboarding: Guide new users effectively with customized product tours.</li><li>Increased Adoption: Proactively showcase new features to relevant user segments.</li><li>Centralized Feedback: Collect and manage user feedback in one place.</li></ul><h2>How It Works</h2><ol><li>Set up your public roadmap to showcase upcoming features.</li><li>Collect and prioritize feature requests from users.</li><li>Create and share product updates through the in-app widget or public page.</li><li>Design interactive tours to guide users through new or complex features.</li><li>Analyze user engagement and feedback to inform product decisions.</li></ol>Userorbit integrates seamlessly with your existing tools, allowing you to focus on what matters most - your customers and your product.<a target="_blank" rel="noopener noreferrer nofollow" class="prose-link" href="https://app.userorbit.com/sign-up">Get started with Userorbit for free</a>

What is Userorbit?

Learn about Userorbit's customer engagement platform, core features, pricing plans, and how it helps product teams drive adoption.

Overview

Analysis

Analysis & Troubleshooting

Article lifecycle, formatting, revisions, and reactions

Articles

Best Practices

Tour settings, step config, URL targeting, and triggers

Configuration

Manage contacts, properties, import/export, and subscribers

Contacts

Create announcements, formatting, and scheduling

Creating

Checklist creation, item types, and best practices

Creating Checklists

Survey creation, question types, and appearance

Creating Surveys

Create tours, types, visual builder, and beacons

Creating Tours

Export data, user profiles, and reporting

Data & Export

Widget feed, email notifications, and changelog page

Distribution

FAQs

Tour, survey, checklist, announcement, and feedback analytics

Feature Analytics

Migrate from feedback and feature request tools

From Feedback Tools

Migrate from user onboarding and adoption tools

From Onboarding Tools

Migrate from other product management tools

From Other Tools

API authentication and reference overview

Getting Started

Webhooks, Segment, Zapier, Slack, and CRM integrations

Integrations

Managing

Managing Feedback

Managing Topics

Widget modules and JavaScript API reference

Modules & API

Content best practices, search, SEO, and appearance

Optimization

Privacy & Compliance

Quick Start

Security

Help center setup, collections, and custom domain

Setup

Roadmap creation, stages, and public access

Feedback boards, configuration, and public portal

Widget overview, configuration, and appearance

Setup & Configuration

Segmentation, URL targeting, events, and custom properties

Targeting

Survey triggers, targeting, and display frequency

Targeting & Delivery

Targeting & Display

Troubleshooting

User Identification

Framework-specific SDK installation guides

Web Installation

Step-by-step guides for migrating from other tools to Userorbit

Migration Guides

Install the Userorbit SDK in your web application. Guides for JavaScript, React, Next.js, Vue, Angular, and Google Tag Manager.

Installation & SDK

Configure and customize the Userorbit in-app widget. Control modules, appearance, positioning, and programmatic interactions.

Widget

Create interactive product tours and onboarding flows. Step-by-step guides for building walkthroughs, tooltips, and feature announcements.

Product Tours

Create in-app surveys, NPS questionnaires, and feedback forms to gather user insights and measure satisfaction.

Surveys

Build onboarding checklists and task lists to guide users through key actions and improve activation rates.

Checklists

Create and manage product announcements, changelog entries, and release notes to keep users informed of updates.

Announcements

Set up feedback boards, collect feature requests, and manage customer suggestions with voting and prioritization.

Feedback

Build and share public roadmaps to communicate your product direction and keep customers aligned with your vision.

Roadmap

Set up and manage your knowledge base. Create articles, organize collections, customize branding, and optimize for search.

Help Center

Manage contacts, segments, and targeting rules

Contacts & Targeting

Analytics

Complete API reference and integration guides. Learn to track events, identify users, and integrate Userorbit with your product.



API & Integrations

Set up custom domains for your help center, feedback portal, and roadmap. DNS configuration and SSL certificate guides.

Custom Domains

Security practices, data hosting, GDPR compliance, and data management at Userorbit.