Welcome to the application! Follow the steps below to get your account set up:
- You will have received a welcome email. Click the Activate Your Account link in that email.
- Log in to the application using the method preferred by your organization (i.e., Google, Salesforce, SSO).
- After you log in, you will see the My Work page. On the Task tabs, your tasks are listed in the order in which they are due. Links on the left display information about the project. The corresponding links on the right take you to your assigned responses. The Notifications tab show email notifications you have received. The Discussions pane shows discussions you have been mentioned in. For more information, refer to (New UI) My Work.
The left navigation pane shows the different modules in the application. (Note: The icons you see may vary depending on the products your organization has purchased.) Some of the modules are:
- Intake: Create an intake, or vote to approve or reject one. If approved, the intake becomes a project.
- Projects: See projects that you have been assigned to or assigned tasks in, or create a new project. View questions you have been assigned to respond to, and answer questions from items stored in the Content Library.
- Content Library: View the repository of Q&A pairs and files that will be used to respond to proposals. Add tags and flags. edit and filter the content, and view content properties and activities.
- Your Account: Click your avatar in the bottom left corner to access your account settings. Update your profile and password, change your email, display and newsletter preferences, see the notifications that have been sent to you, and see your user integration settings.