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Table of Contents
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Glossary
Release Notes
Release Note - SharePoint Integration
Release Note - global vs. application roles
Release Note - Manage languages for Tooltips
Release Note - Use Pause in all Record Modes
Release Note - End User SSO: Updating User Profiles
Release note - Analytics Data up to one year
Release Note - Tooltip reposition
2020
Release note - contrast and color updates
Release note - adjustment to slides
Release note - Search added to the Assistant
Release note - new Assistant navigation
2021
Release note - Dashboard renaming
Release note - KnowledgeOwl integration
Release note - UX improvements
Release note - Zendesk integration
Release note - Integrations page
Release note - error-alert notifications
Release note - UX improvements
Release Note - Tooltips (Beta)
Release Note - New Editing Experience
Release Note - UX improvements within Guides
Release Note - Avatar Reposition
Release note - Customize Help image
About Userlane
What is Userlane?
Support & Services
Userlane Support & Services Overview
Support Response Times SLA
Application Uptime
Scope of Userlane Support & Success Services
Get Started
Userlane Portal
Userlane Assistant
User roles
Userlane go-live checklist
Userlane Editor
Setup
Set up your application URL
Implementation options - snippet or browser extension
Implementing the JavaScript snippet
How to implement the Userlane snippet
How to set up Userlane for self-hosting
Importing users for a browser extension rollout
Adding hosts to your Content-Security-Policy (CSP) for Userlane
SSO Implementation
Enabling Single Sign-On (SSO) via SAML
Expanding SSO Settings
Installing and Configuring the Browser Extension for Microsoft Edge on Windows (SSO)
Self-Hosting
Create & Build
Editor overview
Access to the Userlane Editor
Launch the Editor via the browser extension
Welcome your users with the Welcome Slide
Define step navigation for your Guides
Adding media to your Guides
Working with images
Including optional steps in a Guide
How to record a form
Target specific text for an element with the content selector
Refine element selection with the code selector
Record a Guide
Tooltips
Userlane Content Types
Manage & Publish
Define the behavior of your Guides
Adding custom fields to user attributes
User segmentation
Using tags to define user segments
Page segmentation
Customize button and slide text
Customize colors and designs
Add and manage multiple languages
Create and activate Announcements
Search through the Userlane Assistant
Userlane Assistant Help
How to test your Guides before publishing
Userlane Assistant checklist
Share Guides directly with a link
Promote your Guides
Analytics
Evaluate your content with analytics
Analytics Overview
Guide analytics
Guide step details
Announcement analytics
App analytics (Beta)
Analytics filters
Alert notifications
Analytics error log
Integrations
What is a Userlane integration?
SharePoint Integration
Confluence integrations
KnowledgeOwl integrations
Zendesk integrations
Best Practices
How to build successful Guides
How to structure your content
Creating a solid segmentation concept
How to onboard users effectively
Tooltips - Best practices
Dev Reference
Guideline for Developers
Quick reference of commands in Userlane
openAssistant - trigger the Userlane Assistant
hide - Hide Userlane on specific pages of your application
lang - Define your language detection
start, startOnce - Trigger a userlane in your code
onStart, onComplete, onExit - Event callbacks
Security & Privacy
Data Security & Privacy Principles of Userlane
Security & Privacy Certifications
Userlane Partners with Microsoft for Secure Infrastructure & Hosting
Security Operations
Userlane.js Cookies
Data residency options
Data flow when Userlane is implemented via JavaScript Snippet
Data flow when Userlane is implemented via Userlane Browser Extension
Data flow with the Userlane Editor
FAQs
Frequently Asked Questions (FAQ)
How can we help?
Subject
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