11 articles

Getting started

Set up UserTrail, add your first site, and confirm data is flowing.

Articles

Browse every guide in getting started.

AgenciesUse agency features to manage client branding, reports, and analytics workflows across client sites.
2 min read
Change or reset passwordUpdate your UserTrail password from account settings or reset it from the login page if you cannot sign in.
2 min read
Client reportsGenerate branded client reports with traffic, conversion, friction, heatmap, replay, survey, and opportunity insights.
2 min read
Home dashboardUnderstand the main site dashboard, recent activity, and the fastest ways to investigate user behaviour.
2 min read
Install UserTrail on your websiteAdd the tracking script to your site and verify that sessions are being recorded.
4 min read
Inviting a user to the teamInvite teammates or clients to a UserTrail site and choose the right permission level.
2 min read
Manage your websitesAdd, identify, switch between, and manage the websites connected to your UserTrail account.
2 min read
Managing account settingsUpdate account details, timezone, password, affiliate settings, and agency profile information.
3 min read
Teams and adding users to teamsInvite teammates to a site, choose permissions, and manage access safely.
3 min read
Verify UserTrail is recordingConfirm that your tracking snippet is installed correctly and that sessions, heatmaps, and page paths are being recorded.
3 min read
Weekly reportsUnderstand the weekly email report, what it includes, and how to use it to spot changes in site behaviour.
2 min read