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Adding New Users to Your Organization

Overview

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. For a visual guide, review the Academy course on User Management

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.

Select the applicable tab for your edition of Responsive.

  • Adding New Users to Your Organization

    1. Go to Organization Settings > User Management > Manage Users and click Add Members.
      Manage_Users_List.jpeg
    2. Add each new user's email to a different line in the Text field, then click Next.
      Add_New_Users.jpeg
    3. Select the role for the user and configure their access with Tags, Business Units, Attributes, and Collections.
      • 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 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.
    4. If adding multiple users at once, click Apply to All New Users to assign the configuration to all users being added. Save_User.jpeg
    5. Click Save. The added users are sent an email asking them to authenticate their email alias and profile.
      Note: You can see who has been invited, who has authenticated their invitation, and who is inactive from the top of the Manage Users list; filter the list by clicking on a status.
      • User_Status.jpeg

    Bulk Updating Users

    1. Go to Organization Settings > User Management > Manage Users.
    2. Select the users to be updated, then click on the three-dot Menu on the top right of the page and select Bulk Update.
      Bulk_Update_Users_Button.jpeg
    3. Reconfigure the users as needed by navigating through the options on the left.
      Bulk_Update.jpeg
    4. Click Update.

    Click through the video below for a quick walkthrough of the process:

  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Adding New Users to Your Organization

    1. Go to Organization Settings > User Management > Manage Users and click Add Members.
      Manage_Users_List.jpeg
    2. Add each new user's email to a different line in the Text field, then click Next.
      Add_New_Users.jpeg
    3. Select the role for the user and configure their access with Tags, Business Units, Attributes, and Collections.
      • 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 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.
    4. If adding multiple users at once, click Apply to All New Users to assign the configuration to all users being added. Save_User.jpeg
    5. Click Save. The added users are sent an email asking them to authenticate their email alias and profile.
      Note: You can see who has been invited, who has authenticated their invitation, and who is inactive from the top of the Manage Users list; filter the list by clicking on a status.
      • User_Status.jpeg

    Bulk Updating Users

    1. Go to Organization Settings > User Management > Manage Users.
    2. Select the users to be updated, then click on the three-dot Menu on the top right of the page and select Bulk Update.
      Bulk_Update_Users_Button.jpeg
    3. Reconfigure the users as needed by navigating through the options on the left.
      Bulk_Update.jpeg
    4. Click Update.

    Click through the video below for a quick walkthrough of the process:

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