> For the complete documentation index, see [llms.txt](https://docs.userlane.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.userlane.com/getting-started/a-tour-of-the-userlane-portal.md).

# A tour of the Userlane portal

The areas of the Userlane portal and what lives in each.

The Userlane portal is where administrators manage applications, review analytics, set up assistance content, and control account settings. This page walks through the portal from sign-in to the main working areas, so new users know where everything lives.

## First view

After signing in, the portal opens to the Applications view. This is the starting page. Return to it at any time by **clicking the Userlane logo** in the top-left corner of the sidebar.

<div align="left"><figure><img src="https://259567114-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF6bxg8i3T6U4vZ3k7PHi%2Fuploads%2F9pKEizxedsVyDt2lLaga%2FScreenshot%202026-09-07%20at%2016.05.23.png?alt=media&#x26;token=57e40231-ae03-4395-b029-4e5ed115c9e9" alt="" width="375"><figcaption></figcaption></figure></div>

**The Applications view** shows every tracked application as a card. Each card shows the application's HEART score, a breakdown of its five dimensions, the number of users, and the session count. Sort by score, search by name, or switch between a card layout and a list layout.

<div data-with-frame="true"><figure><img src="https://259567114-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF6bxg8i3T6U4vZ3k7PHi%2Fuploads%2FShb1Y0PrK2sQgACl0bNm%2FScreenshot%202026-09-08%20at%2009.29.05.png?alt=media&#x26;token=ff96b077-ced6-44d5-b166-b3f522b26d59" alt="Applications view in Userlane Portal"><figcaption></figcaption></figure></div>

### App Discovery

At the top of the Applications view, a second tab leads to App Discovery. This tab lists every application found across the organization through the browser extension, whether or not it is tracked in Userlane. Each entry shows the application name and its user count. From here, add any discovered application to start monitoring its HEART analytics.

Filter discovered apps by tags (new apps, flagged apps, AI apps) or by category (Analytics, Finance, HR, and others). Applications with the most users appear at the top in a highlighted row.

<div data-with-frame="true"><figure><img src="https://259567114-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF6bxg8i3T6U4vZ3k7PHi%2Fuploads%2FQnuOyb8J2ppifglZZFIq%2FScreenshot%202026-09-08%20at%2009.30.18.png?alt=media&#x26;token=c92fd5af-3255-47c1-b348-fba1fee9b571" alt=""><figcaption></figcaption></figure></div>

## Opening an application

From the Applications view, click any application card to open it. Or use the application switcher at the bottom of the sidebar to move between applications without returning to the Applications view.

Once an application is open, the sidebar changes. It now shows two groups of features for that application: Intelligence and Assistance. The bottom of the sidebar shows the current application name, an Open Application button, and Settings.

<div data-with-frame="true"><figure><img src="https://259567114-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF6bxg8i3T6U4vZ3k7PHi%2Fuploads%2FWN8yxVeEnWRBs4WfGnEm%2FScreenshot%202026-09-08%20at%2009.42.59.png?alt=media&#x26;token=69b5da45-919a-4664-81cb-02fda42f77d6" alt=""><figcaption></figcaption></figure></div>

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## Intelligence

The Intelligence group in the sidebar holds the analytics and measurement features for the open application.

* [**HEART**](/intelligence/heart.md)**:** the adoption score dashboard. Shows the composite score and the five dimensions that make it up: Happiness, Efficiency, Adoption, Risk, and Task Success.
* **Goals:** time-bound targets tracked against Userlane data. Set a goal, monitor its progress, and review the outcome.
* **Audience Analytics:** audience-level analysis showing how different user groups interact with the application.
* **Tasks:** defined multi-step processes tracked automatically. Shows where users complete or drop off at each step.
* **Surveys:** standard surveys, Net Promoter Score (NPS), and customer satisfaction (CSAT). Create surveys, view response trends, and read score breakdowns.
* **URLs:** the application URLs that Userlane tracks. These determine where analytics are collected and where the browser extension activates.
* **Content Analytics:** performance data for all assistance content. This is also the default landing page when opening an application (see below).
  {% endcolumn %}

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<div align="left"><figure><img src="https://259567114-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF6bxg8i3T6U4vZ3k7PHi%2Fuploads%2Fw6Vu1ccJq0VCOrUNgGdH%2FScreenshot%202026-09-08%20at%2009.43.42.png?alt=media&#x26;token=4ebd7f8d-474e-402c-80a9-13c6f8f8acfd" alt=""><figcaption></figcaption></figure></div>
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## Assistance

The Assistance group in the sidebar holds the tools for creating and managing the in-app help that end users see.

* **Targeting:** define which users see which content. Set up audiences based on attributes and page rules based on URL patterns.
* **Announcements:** in-app messages shown to end users through the Assistant. Create announcements to share news, prompt action, or collect feedback.
* **Customize:** control the look and behavior of the Assistant and its content. Opens a submenu with eight options: Assistant, Guides, Search, Help, Languages and Texts, Default Texts, Design, and Welcome Slide.

## The Content Analytics landing page

After opening an application, the portal lands on Content Analytics by default. This page gives a summary of how end users are engaging with assistance content in that application.

Five tabs at the top of the page lead to detailed views: Overview (the default), Validators, Guides, Announcements, and Tooltips. Each tab focuses on one content type with its own metrics and charts. Every view supports data export.

<div data-with-frame="true"><figure><img src="https://259567114-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF6bxg8i3T6U4vZ3k7PHi%2Fuploads%2FeXpNJ0ZBFaq5fcxEEaTp%2FScreenshot%202026-09-08%20at%2009.51.45.png?alt=media&#x26;token=21f7327b-f3e8-4986-81fa-cba0e88236d3" alt=""><figcaption></figcaption></figure></div>

## The Editor

The Editor is not inside the portal. Click the **Open Application** button at the bottom of the sidebar to open the target application in a new tab. The Userlane Editor overlay activates on that page, so guides, tooltips, and other content can be created and edited directly inside the application.

[Read more on the Editor here](/assistance/a-tour-of-the-editor.md)

## Settings

Click **Settings** at the bottom of the sidebar to open the settings panel. It has three groups.

**Application Settings** apply to the application that is currently open: General, Application URLs, Snippet Setup, and Application Attributes.

**Global Settings** apply across the entire account: Team Management, File Transfers, Company Users, Company Attributes, and Integrations.

**Profile** holds personal account settings: Personal Details and Notifications. The Sign Out button is at the bottom of the settings panel.

## Relevant articles

* [Set up the account](/getting-started/first-steps-in-the-portal/set-up-the-account.md)
* [Introduction to Userlane](/getting-started/orientation.md)


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