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You’re the one who gets things set up so the rest of the support team can work effectively. This guide covers workspace configuration, domain setup, recording link management, and sensitive data controls.

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What you’ll own

  • Workspace and team configuration
  • Domain verification and branding
  • Recording link defaults and limits
  • Sensitive data redaction rules

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Step 1: Create and configure your workspace

1

Create a workspace

Sign in and click Create Workspace. Enter your company URL to get started.

Create a workspace

2

Set your invite policy

Go to Workspace Settings > Invite Policy. Choose the right policy for your org:

Request workspace access (Protected policy)

Whitelist your company email domain so teammates can join without individual invites.

Invite policy settings

3

Invite your team

Go to Team Settings and invite teammates. Later, you can assign roles based on what each person needs to do.

Invite team members

See Roles & Permissions for a full breakdown of what each role can access.

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Step 2: Set up roles and projects

1

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.

Assign roles

2

Create projects

Go to Projects and create projects for each product area, customer segment, or team. Projects keep recordings organized and make filtering easy.

Projects list

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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.
1

Add your domain

Go to Workspace Settings > Domains and click Add Domain.

Add domain

2

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.

Domain verification

3

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.

Domain verification

4

Configure recording preferences

Once verified, set per-domain defaults: which data to capture (console, network, audio), link expiry, and branding.

Domain recording preferences

See Domain Management and Recording Link Domain Preferences.

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Step 4: Configure sensitive data redaction

Before going live, make sure sensitive customer data doesn’t appear in recordings.
1

Review what gets captured

Once enabled, recordings include screen video, console logs, and network requests.
2

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
3

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.

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Step 5: Connect your help desk

1

Go to Integrations settings

Go to Workspace Settings > Integrations and click Connect Intercom.

Integrations overview

2

Authorize

Complete the OAuth flow. Userplane will appear in your team’s Intercom inbox as a sidebar app.

Integrations overview

3

Invite Intercom users

After connecting, invite your Intercom teammates to the workspace so they can use Userplane inside Intercom.

Integrations overview

See Help Desk Setup for full details, including the Chrome extension option.

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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.

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Next steps

Roles & Permissions

Full breakdown of what each role can do

Domain Management

Manage, verify, and configure multiple domains

Sensitive Data Redaction

Configure what data gets masked or excluded

Billing & Usage

Monitor recording volume and plan limits