Who can join as a Moderator?

Researcher users (Researcher role) with login access to the study’s workspace can join as a moderator. They must already be logged in on validately.com.

Who can join as a Note-taker?

Researcher users (Researcher role) and Collaborator users with login access to the study’s workspace can join as a Note-taker. They must already be logged in on validately.com.

How do you join as a test participant or observer? 

Enter your name and email and the moderator will take over from there. They do not need a Validately login to join the session.

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What can each role do?

Moderator

The moderator is the only one that can be seen and heard by the test participant. If you wish, multiple researchers with researcher logins can join as a moderator from their own devices. (Collaborator role cannot be moderator)

The moderator has full control over the session. They can:

  • Select the test participant from the waiting room
  • Start/end the session
  • Start/end the recording
  • Prompt the test participant to share their screen
  • Toggle any participant’s microphone on or off
  • Toggle the mic/camera of the test participant on or off
  • Kick any participant or observer out of the session

Note-Taker

The note-taker has limited control. They can:

  • Take live time-stamped notes, tag topics, flag moments
  • See a list of all participants in the session
  • Unmute their microphone so that ONLY the moderator(s) can hear them.

Note-takers cannot:

  • Be seen on camera
  • Be heard by the test participant

Test Participant

The person who will be interviewed and/or do the usability test, we call the Test Participant.

They have very limited control. This is by design. They can:

  • See and hear the moderator
  • Text chat with the moderator 
  • If prompted by the moderator, they can share their screen
  • Leave the session at any time by closing the browser tab 

The test participant cannot:

  • See or hear anyone EXCEPT the moderator

Observers

Observers have very limited control, similar to the test participant, again by design. They can:

  • Watch and hear the session live without a Validately login
  • Private text chat with everyone EXCEPT for the test participant

Observers cannot:

  • Be seen or heard by anyone
  • Take notes in Validately

Additional Important Information

To join a session, EVERYONE will use the same link. It looks similar to this:

https://validately.com/session/31ccec4-f731-4d3e-9e46-4e8a106cx0b4 (not a real link)

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