Configuring your account settings in My Account

Overview

After your account has been created, you can review your account settings and configuring them accordingly in My Account. This includes updating your profile photo, notification preferences, password management, integrations, APIs, and more.

Accessing My Account

Click your avatar in the top-right corner of the screen and select My Account to see your options.

The settings are divided into four tabs, and the Profile tab is displayed by default.

• Profile: Personal details like your roles and permissions, photo and location

• Preferences: Product communication, Profile Center, display, and marketing communication preferences

• Settings: Change your password and set up two-factor authentication

• Integrations: Set up integrations with other applications and generate API tokens

Editing your profile information

Go to the Profile tab to update your personal information.
Note: You cannot edit the Email ID field.

Editing your profile photo

1. Hover over the photo and click the Camera icon, then click Upload new photo.

2. Click Upload Photo, then navigate to and select the photo you want to use.

3. Click Save Photo.

Viewing your permissions

Your roles and email address appear next to your photo. Click your role or the View all permissions icon to see your permissions.

Editing your profile information

1. Click in the field you want to change and make your edits.

2. Click the Checkmark to save your changes or the X to cancel them.

Editing your address and time zone

You can set your preferred address, date and time format at the individual user level. This preference is reflected throughout most areas of the application and helps ensure dates and times are displayed in a format that is familiar to you.

To update your date and time format preference:

1. Click location and enter your preferred address.

2. Select your preferred Time Zone, Date Format and Time Format.

Note: The Project Due Date time picker uses a predefined dropdown list with 30-minute intervals and may not fully honor your selected date and time format preference in all views.

Setting your preferences

Go to the Preferences tab to manage the events that trigger email and Profile Center notifications, display preferences, and marketing notifications.

Product communications preferences

These preferences determine what product emails you receive for task assignments, questionnaire events completed, discussions and alert reports, and status changes. Use the toggles to configure them, or turn on the Enable all toggle, and click Save.

See Managing your email notifications to learn more about each option.

Profile Center

Set your preferences for Profile Center notifications. Use the toggles to configure them, or turn on the Enable all toggle, and click Save.

Display

Your display preferences allow you to change how Responsive looks and feels in your browser.

• Language: Specify the language for your user interface (UI) and selected default landing pages.

• Default Landing Page: Choose the default page that appears upon login.

• Default Project Landing Page: Set the default landing page that appears upon selecting a project.

Marketing Communication Preferences

Your newsletter subscription preferences determine what newsletter emails you receive.

• Monthly Newsletter: Sent once per month to Admins and Super Admins, and is a digest/highlight for everything in Responsive.

• Event Communications: Invites to webinars and conferences.

• General Marketing Communications: Includes information about new product rollouts, surveys, and thought leadership blogs with industry news.

Updating security options

Go to the Settings tab to update your password and set up two-factor authentication.

See Changing or resetting your password and Activating Two-Factor Authentication for Your Account for more information.

Setting up integrations

Go to the Integrations tab to manage your integrations, API tokens, and Microsoft Dynamics CRM downloads.
Note: Integrations must be enabled by your administrator before they are available here.

Integrations

This section shows available integrations and ones that have already been set up. Click Connect to create a connection, and select Delete to remove it. For details, refer to the Help Center articles that describe each integration.

API Tokens

Some integrations require application-generated tokens for authentication. Depending on the integration, you may be asked to generate a token in this API or enter a token here that you generated in a different application. See the documentation for the specific integration for more details.

API Explorer

Use the API Explorer to see our APIs and try your own code.

Microsoft Dynamics CRM

You can update Responsive packages in Microsoft Dynamics CRM.

See Updating the Responsive Package in Microsoft Dynamics for more information.