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.

You need to add a new user to Responsive from your company.

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

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 > Users > Manage Users and click Add New.
2. By default the Single User tab open.
3. Specify the email address and click Add Users.
4. To add multiple users, click the Multiple Users tab. Add new user's email ID and then click enter.
5. Click Proceed to Configuration.
6. 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.
7. If adding multiple users at once, click Apply to All to assign the configuration to all users being added.
8. Click Add Users. 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 page; filter the list by clicking on a tab.
Bulk updating users
1. Go to Organization Settings > Users > Manage Users.
2. Select the users to be updated, then click Bulk Update Users from the top navigation bar.
3. Reconfigure the users as needed by navigating through the options.
4. Click Update.
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 > Users > Manage Users and click Add New.
2. By default the Single User tab open.
3. Specify the email address and click Add Users.
4. To add multiple users, click the Multiple Users tab. Add new user's email ID and then click enter.
5. Click Proceed to Configuration.
6. 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.
7. If adding multiple users at once, click Apply to All to assign the configuration to all users being added.
8. Click Add Users. 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 page; filter the list by clicking on a tab.
  Bulk updating users
  1. Go to Organization Settings > Users > Manage Users.
  2. Select the users to be updated, then click Bulk Update Users from the top navigation bar.
  3. Reconfigure the users as needed by navigating through the options.
  4. Click Update.