Setup

Learn more about implementation and hosting options.

Articles

Set up your application URL
The URL of your application should be set in the Userlane Portal at   family.userlane.com . In the Portal, select Settings from the Application dropdown, then select Application URLs in the left sidebar. If you implement Userlane via th...
Implementation options - snippet or browser extension
Userlane can be implemented in two ways:  Implementing our JavaScript snippet in the application's source code Using the Userlane browser extension Userlane snippet Why implement Userlane with JavaScript snippet?  Software pro...
Implementing the JavaScript snippet
The Userlane Snippet is a JavaScript code that needs to be implemented by your engineers into the source code of your application. After this implementation, Userlane will be shown to your users.  Next Steps Copy the snippet. If you alread...
How to implement the Userlane snippet
This article describes the steps required to implement the different parts of the Userlane snippet into your application code. Userlane Admin task Share the snippet with your developers  To locate the Userlane snippet, select Settings from...
How to set up Userlane for self-hosting
This article describes how to implement Userlane for the self-hosting version. You can download and self-host the Userlane executable file and all content. This allows you to run Userlane completely independent from an internet connection or from b...
Importing users for a browser extension rollout
Organize the Userlane rollout, change the user access and enrich the user profile with custom data for user targeting. What is user import?  The user import feature allows you to upload a list of your users that can use Userlane via the brow...
Adding hosts to your Content-Security-Policy (CSP) for Userlane
If you are using CSP to protect your application, you need to add some policies to make sure Userlane can work correctly. Using Content-Security-Policy headers to increase the security of your Application prevents external scripts from running on t...
SSO Implementation
Single Sign-On is a convenient, yet secure way of authenticating a user.  How it works In the following section, we  refer to three different stakeholders who need to align in order to get the integration up and running smoothly: ...
Enabling Single Sign-On (SSO) via SAML
Single Sign-On is a convenient, yet secure way of authenticating a user. Most customers are already running an Identity Provider (IDP) that supports Single Sign-On through the SAML 2 protocol, e.g. Active Directory, OneLogin, or Okta. In order to c...
Expanding SSO Settings
Add additional User Attributes The App Owner often needs to feed more user data into Userlane for more sophisticated targeting or greater insights into analytics. Our SA will support the App Owner with defining what is needed based on best practi...
Self-Hosting
What is self-hosting? Self-hosting is a significantly reduced frontend-only setup of Userlane, that does not support any feature that relies on the cloud. When is it the right choice? Userlane always recommends the Cloud Version of Userlane t...
Capability comparison / limitations for Self-Hosting Mode
Here you can find an overview of what is available in Self-Hosting mode compared to Userlane hosted. ...
Cross-Origin iFrame support in Userlane
Why use Cross-Origin iFrame A Cross-Origin iFrame is a section or element of an application (could be a third-party application or your application with a different domain or server) that is hosted on a different domain or server and is being pul...
Userlane Browser Implementation
Userlane works as an overlay that can guide users through web-based applications. This allows the user to access contextual help without leaving the application. Implementation The Browser Extension needs to be installed into every user’s b...