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A workspace is where your team manages recording links, reviews recordings, and configures settings. Every Userplane account can create up to 3 workspaces.

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Create a workspace

1

Sign in and create

After signing in, click Create Workspace.
2

Enter your Company URL

You’ll be prompted to enter your Company URL.
3

You're the owner

Once created, you become the owner of the workspace and can manage all settings. You can now invite teammates and connect integrations like Intercom, Zendesk, or Slack.

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Invite teammates

1

Go to Team settings

Go to Workspace Settings > Team.
2

Send an invitation

Click Invite Member, enter the email address of the person you want to invite, then click Send Invite.If you’ve connected Intercom, you’ll see recommendations from your Intercom workspace.
Invited users will receive an email with a link to join. See Team Management for more on managing members.

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Connect your help desk

Userplane integrates with Intercom, Zendesk, and Slack so your support agents can create recording links and view recordings directly from conversations and tickets.
1

Open Integrations settings

Go to Workspace Settings > Integrations.
2

Connect your provider

Click Connect Intercom, Connect Slack, or install Userplane from the Zendesk Marketplace. Follow the authorization prompts to complete the connection.
3

Done

After authorizing, the Userplane app is installed in your help desk and ready to use.
You can also connect Zendesk directly from within the Zendesk app. See Zendesk Integration for details.
See Help Desk Setup for full setup instructions for both providers.

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Configure your invite policy

Your workspace invite policy controls how new people can join:
  • Private — only explicit invitations work. Your workspace isn’t discoverable.
  • Whitelisted — people with matching email domains can join directly.
  • Protected — people with matching email domains can request access, which you’ll need to approve.
You can whitelist up to 5 email domains. See Invite Policies for more details.

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Next steps