Responsive is a collaborative tool that allows users to work as a team on projects and manage the Answer Library. Admins with access to Organization Settings have access to add users to Responsive.
Use Case: Add a new user to Responsive from your company.
Permissions
You must be an admins with access to Organization Settings to add users to Responsive.
Adding New Users
- Click on your profile avatar in the bottom left-hand corner and click on Organization Settings.
- From the Manage Users menu, click Add Members.
- Add each new user's email to a different line in the text field, then click Next.
- Select the role for the user and configure their access with Tags, Business Units, Attributes, and Collections.
Note: If you are just starting with your instance of Responsive, some of these may not yet be defined for you and can take shape over time as your processes and segmentations are established. At the start, think more about who will be responsible for running an RFP response in the future, and enable ‘Project Primary Contact’ as an attribute for those individuals as a foundation to build upon.
If adding multiple users at once, click Apply to All New Users to assign the configuration to all users being added.
When finished, click Save.
Note: If the visibility for a Collection is set to all users, the Collection will be automatically added when creating a new user. It cannot be removed from the user’s configuration as long as the Collection visibility is turned on for all users.
Users will receive an email asking them to authenticate their email alias and profile. See who has been invited, has authenticated their invitation, and who is inactive from the top of the Manage Users list. Filter the user list by clicking on a status.
Bulk Updating Users
Changes to user configurations can be done in bulk. To bulk update users:
- From the Manage Users menu, select the users to be updated. Then, click on the three dots icon in the top right and select Bulk Update.
- Re-configure the users as needed by navigating through the options on the left. When finished, click Update.