What you’ll own
- Workspace and team configuration
- Domain verification and branding
- Recording link defaults and limits
- Sensitive data redaction rules
Step 1: Create and configure your workspace
Create a workspace
Sign in and click Create Workspace. Enter your company URL to get started.
Set your invite policy
Go to Workspace Settings > Invite Policy. Choose the right policy for your org:
Whitelist your company email domain so teammates can join without individual invites.
| Policy | Behavior |
|---|---|
| Private | Only explicitly invited users can join |
| Whitelisted | Anyone with a matching email domain joins automatically |
| Protected | Matching domain users can request access, you approve |
Invite your team
Go to Team Settings and invite teammates. Assign roles based on what each person needs to do.
Step 2: Set up roles and projects
Assign roles
Review the default roles (Owner, Admin, Member, Viewer) and assign them to
teammates. Admins can manage integrations and settings; Members can create links and review
recordings.
Create projects
Go to Projects and create projects for each product
area, customer segment, or team. Projects keep recordings organized and make filtering easy.
Step 3: Verify your domain
Domain verification enables first-party branded recording links — customers see your domain, not Userplane’s. Userplane verifies ownership by checking that its embed script is present on your site.Add your domain
Go to Workspace Settings > Domains and click
Add Domain.
Send install instructions to your developer
Click Send to Developer to email the script install instructions to your engineering team.
They need to add the Userplane embed script to a publicly accessible page on the domain.
Verify
Once your developer confirms the script is deployed, click Verify in the dashboard.
Verification runs immediately. The verification token expires after 5 minutes, so coordinate
with your developer before clicking Verify.
Step 4: Configure sensitive data redaction
Before going live, make sure sensitive customer data doesn’t appear in recordings.Review what gets captured
By default, recordings include screen video, console logs, and network requests. Network request
bodies may contain tokens, PII, or internal data.
Set up redaction rules
Go to Recording Link Settings and configure: -
URL patterns to exclude from network capture - Request header redaction for auth tokens
- CSS selector masking to blur sensitive DOM elements in the video
Coordinate with your engineering team
For deeper redaction (e.g., redacting specific fields in API responses), your engineering team
can use the SDK’s privacy controls. Point them to the Developer
guide.
Step 5: Connect Intercom
Go to Integrations settings
Go to Workspace Settings > Integrations
and click Connect Intercom.
Authorize
Complete the OAuth flow. Userplane will appear in your team’s Intercom inbox as a sidebar app.
Ongoing management
- Monitor usage — track recording volume and storage against your plan limits. See Monitoring Usage.
- Manage recording link limits — set per-link expiry and usage caps. See Recording Link Limits.
- Domain health — re-verify if the Userplane script is removed or the verification page becomes inaccessible. See Domains.
- Workspace lifecycle — archive or transfer ownership when team structures change. See Workspace Lifecycle.