Screen sharing is an important part of remote usability testing. In some scenarios, you may want to test something you can’t share publicly (e.g., a confidential website) or something you need to control access to. In those cases, the moderator can share their screen with the participant during an Interview or LiveShare session.
Important limitation: Participants can see your screen, but they cannot control your computer (no remote control). You will need to operate the mouse/keyboard on their behalf.
Before you start
Create a LiveShare or Interview Round within a Project.
Prepare the windows or tabs you want to share with the participant during the session
Start moderating the LiveShare or Interview session as you normally would.
Share your screen
In the player, click the Screen icon at the lower end.
Choose how you want to share:
Option 1: Entire screen
Select the screen thumbnail you want to share, then click Share. If you have multiple monitors, be sure to pick the correct one.
Option 2: Application window
Share a specific app window. This can be easier for participants on mobile because you can resize the window to fit better.
Option 3: Chrome tab
Select the tab you want to share, then click Share.
What the participant sees
On Desktop: Your shared screen appears where the participant’s camera feed normally is (upper-right). They’ll be prompted to click to expand it.
On iOS/Android: The participant should keep the Participate app open and visible. Your shared screen will be shown automatically.
Stop sharing your screen
You can stop screen sharing in either of these ways:
Click the Screen icon again (the same one you used to start sharing).
Click Stop Sharing on the banner shown at the bottom of your screen (unless you moved it).
Remember to end the session
When you’re done testing, end the session as normal by clicking End Session. The participant can also end the session from their side.