Admin Portal Features

The admin portal is the all-in-one place for you and your team members to access account settings and manage your feedback loop.

In the admin portal, you see all incoming insights, organize stories, create roadmaps, publish changelogs, and manage account settings. This is where you and your team can collaborate to review customer feedback and translate them into informed product decisions.

To login to the admin portal, visit: https://app.uservitalshq.com

In this article, we'll explain to you how to effectively navigate and use the admin portal.

Dashboard

The admin dashboard is the first page you will get brought to upon logging in. Here you will have quick access to all of the main features of the admin portal. These include:

1. View Profile: Edit your name, profile picture, email, and secondary emails
2. Create Inbox Message: Add new feedback obtained from customers
3. Track Feedback: Add a new insight
4. Create a Story: Make a new story to start adding insights to it
5. Invite Team Members: Invite team members via email to join and help you manage the feedback loop.
6. Draft a Changelog: Start a new changelog entry for one of your latest product changes
7. Book a Demo: Learn more about how to navigate UserVitals by booking a demo with our team
8. View Changelog: View the most recent changelog entries published by UserVitals or click "View all" to see the full list of changelog entries located in the customer portal
9. View Contacts: View your recent contacts added, or click "View all" to see all contacts who have ever submitted insights

Along the left side of the admin portal, you will see a list

of pages including:

1. Inbox
2. Insights
3. Stories
4. Changelog
5. Contacts
6. Settings

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Let's look into what each of these pages do and how to use them!

Inbox Messages

Inbox message are messages obtained from a customer that contain product feedback within it.

These messages are either submitted by customers or your team members and oftentimes may include filler details that aren't exactly useful pieces of feedback. Therefore, inbox messages can be viewed as the original message, which after review from your team, can be converted into an insight and organized into a story.

In the Inbox page, you can view all previously submitted inbox messages, and either search or apply filters to find the messages you're looking for. As your team reads through the feedback, make sure you click "Mark as reviewed" so that there isn't overlap in reviewing them.

When you find valuable pieces of feedback in an inbox message, you can create a new insight directly from it by highlighting a section of the inbox message, and clicking the "Add Insight" button that pops up. Then, fill in the modal and your insight will be created and added to a chosen story.

Insights

Insights are valuable feedback from customers that you can use to benefit or improve your product. We help pull insights for you from individual pieces of feedback like quotes, testimonials, and support tickets, all gathered from users from different sources.

Though we have portals for customers to leave feedback in and widgets for your website, we also integrate with many popular apps like Slack, Gmail, Intercom and HelpScout, and even have a Chrome extension to let you easily collected feedback from any web-based tool.

In the Insights page, you can view all previously submitted insights, along with which customer wrote it, which team member submitted it, where it came from, which story it belongs to, and the type. To add a new insight directly within this page, click the "Add insight" button found at the top right.

Learn more about what an insight is, how to add insights, and how to manage insights.

Stories

A story is a collection of insights and feedback from different platforms.

Whereas insights are the raw details, stories form the larger picture of how your customer uses your product and how you can best improve it for them. Stories help you organize your insights in a way that best benefits your product decision-making. In UserVitals, we help you organize your stories by status, type, visibility, category, and labels.

In the Stories page, you can view all previously submitted stories at a glance to give you a good overview of what feature requests are popular and important. To add a new story, simply click the "Add story" button found at the top right.

Learn more about what a story is, and how to organize stories.

Changelog

A changelog is a list of product updates, such as product improvements, bug fixes, and new features.

These updates can be viewed via the customer portal, or through a changelog widget installed on your website. Celebrate your team's hard work and keep your customers in the loop by posting all product changes. Also, changelogs are a great way to showcase your team's commitment to using customer feedback to make impactful changes.

In the Changelog page, you can view all changelog entries. If an entry has not been published yet, it will say "(Draft)" next to its title. Click on any changelog entry to edit the text, add images, or publish it. To add a new changelog entry, click the "New Draft" button found at the top right.

Learn more about what a changelog is, and how to create one.

Contacts

Within UserVitals, contacts are customers who have submitted pieces of feedback.

When insights are added, UserVitals will detect which existing contact it's coming from, or it will automatically generate a new contact for you. You can keep track of your contacts in the Contacts page of the admin portal, and view all past feedback submitted by each contact.

Learn more about how to manage your contacts list.

Settings

In the settings page, you will be able to access all the controls needed to customize your experience with UserVitals. Here you can control the settings for your team, customer portal, integrations, and billing. The settings play an important role in how your information is organized and viewed, and there are many important features that can help you maximize your feedback loop.

Visit our help doc about the settings page to learn more about how to manage your account settings and make the most out of UserVitals.

Customer Portal

Within the admin portal, you can directly access the customer portal too!

The customer portal is the main touchpoint for your customers to interact with the feedback loop and stay updated.

This is where customers can directly submit insights, check the status of their past feedback, view your roadmap, and stay up to date on product updates. Through UserVitals, you can control the visibility of certain customer portal features, or even send private links for select customers to view.

To view the customer portal, click one of the three links found at the bottom left corner of the admin page.

1. "Public roadmap" is where people can view the status of your upcoming product changes as they progress through the Planned, In Progress, and Completed stages. Learn more.
2. "Your feedback" is where customers can view their past feedback submissions and the status of them.
3. "Changelog" is where people can view your published changelog entries that discuss new product updates. Learn more.

Learn more about how the customer and admin portal connect.

📒 Keep reading to learn more about how UserVitals can help you build better products. Still have questions? Take a look at our FAQ page.

Next: Customer Portal Features

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