Getting started with Pagereview

You're on the path to glory. Follow along to get started on using Pagereview to share website feedback with one another.
This tutorial works best if you already have a Pagereview account. If you don't have one already, you can create one with ease.

At the end of this tutorial, you should be able to:

1. Creating a workspace

After logging in, you'll want to create your first workspace.

A workspace stores all the pages and their comments in one place. A user that has access to a workspace will have access to all the pages in that workspace. You can place multiple websites and any number of pages into one single workspace.

You can create additional workspaces if you need to separate pages for different users. A multi workspace setup is great when you need to stay organized and ensures that only the right person gets access to the right pages and the comments in them.

To create a new workspace, simply click on the 'Create your first workspace' + button.

On the workspaces page, you can either:

  • Option 1: Enter the URL of the website which will automatically create your first workspace for you. You can edit the workspace name and description later.
  • Option 2: Manually create and name your first workspace.

You've created your first workspace! Click into your workspace to start adding pages and comments to it.

2. Adding a page to the workspace

A new workspace would looks quite empty without any pages in it. To change that, let's start by adding a page to the workspace. Enter the URL of the page into the website URL field.

Use the full URL of the website for optimal results. Open up the website in the browser, copy the URL from the URL address bar and paste the copied URL into the 'enter website URL' field. We call this nifty feature the "Direct Loader".

If the site loads poorly with the Direct Loader, we recommend using the Pagereview browser extensions instead. The extensions would work for pages locked behind firewalls, pages requiring authentication, or have restrictive CORS policies in place.

A new window should open displaying your page together with the Pagereview floating panel on it. To finally add the page to your workspace, all you need to do is to create a comment to the page using the Pagereview floating panel.

Creating a comment on a page will automatically add that page to your workspace. You can easily add new pages to your workspace by navigating on the website itself and leaving comments on those pages.

If you refresh your Pagereview workspace page, you should now see that newly added page in it.

3. Adding a user to the workspace

By inviting a user to Pagereview, you're one step closer to working more effectively with feedback sharing. With user permissions, you can add a user to your account and restrict access to workspaces depending on your project setup or workflow.
Add users by clicking on 'Users' in the administration sidebar and then clicking on 'Invite User'.

Enter the person's email address

Type in the email address of who you would like to invite to your Pagereview account. The number of people you can invite to your account depends on your account plan.

Select role

You can restrict a person's account access by assigning them a role. This essentially limits what they can and can't do in your account.

  • Admin: Admin users have the same level of access as the account owner. Admins can make changes to the account settings, invite new users, delete existing workspaces, remove users, etc.
  • User: Regular users have limited access to the account. They can only view workspaces to which they've been added to. They cannot access any account settings or manage user permission. Ideal for clients or people who do not need full access to the account.
Click 'Send Invitation'. Your recipient will receive a follow-up link in an email from us informing them that you've invited them to join your Pagereview account.
After inviting a user to your account, you can now add them to the appropriate workspace of your choosing.

By default, newly added users are contributors. This means that they can add, resolve, delete their own comments, or reply to comments. They cannot delete a workspace or pages in the workspace.

Workspace moderators on the other hand have full control over the workspace. This includes deleting workspaces, pages, comments, adding existing account users to the workspace, and making a workspace public.
Quick hack to getting shareable Pageview page links is by turning the workspace public first and then turning it back to private once you've gotten the individual page links to share. This can make the landing experience for a new user a smoother one. The new user can simply enter the shared link in their browser after they've signed in to start using Pagereview.

Here's what the experience looks like from the invited person's point of view.

  1. We'll send an invitation email to the added email address. In it, they're notified that you've invited them to your account. If they aren't already a Pagereview user, they'll be asked to create their own account first.
  2. We'll send an invitation email to the added email address. In it, they're notified that you've invited them to your account. If they aren't already a Pagereview user, they'll be asked to create their own account first.
  3. If you haven't shared the page's unique Pagereview URL with the new user, the new user can still navigate to the workspace you added them in by clicking either the 'Workspaces' link in the side panel or the 'Manage Workspaces' + button.
  4. The workspaces page shows which workspace the user has access to. In our example, we've added the new user to the "Getting started with Pagereview". All the user has to do now is to click on the title of the workspace to access it.
  5. Once in the workspace, the user will be able to see all the pages within them. All that's left is for the user to click on the 'Open in New window' button to see the comments on that page. Enjoy!

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