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User Roles Defined

Overview

Each of the following roles can access the Content Library (all or in part, depending on the role), but privacy settings can be applied to content or groups of content to restrict access.

Note: You can only modify the name and description for out-of-the-box (OOTB) roles.

Hierarchy of Out-of-the-Box User Roles

  • Super Admin
  • Admin
  • Manager
  • Team Member
  • Guest
  • Project Requester

Download the attachment at the end of this article for a detailed breakdown of each role's permissions.

Select the applicable tab for your edition of Responsive.

  • Primary Roles

    • Super Admin: There is only one Super Admin. They have full access to everything, including billing and Responsive subscription plan changes.
    • Admin with All Permissions: The Admin has full access to all content and projects, and can create other user profiles, including other Admins. They can edit company settings, invite users, create new projects, and edit all sections and answers across all projects.
    • Manager: The Manager role has full access to projects they create or are added to. The Manager can create, edit, assign projects and sections to other members of the project team, respond to questions, and complete review of any section in projects in which they are team members. Managers are limited to only projects they are involved with and cannot see projects they are not a member of.
    • Team Member: The Team member role can author and review assigned sections and questions. Team Members can also make comments and clarifications on sections and questions within projects they are members of.
    • Project Requester: The person who communicates with the proposal or bid team on a new opportunity by submitting the intake request with the attached RFP files. Intake Request is an add on feature which is available under annual subscription.
      Note: The Project Requester role can be seen only when intake request is enabled.

    Additional Role Attributes

    In addition to roles, you can set other attributes. The attributes below can be enabled for a user account.

    • Billing: Allows access to company Plans & Billings, update billing information, view invoice information, and manage project space.
    • Internal Contact: Allows users to directly communicate to internal contacts to help for solutioning through direct messages; users with this role are the first point of contact to help.
    • Project Primary Contact: Allows users to be assigned as the project primary contact while creating a new project. The project primary contact is notified through email regarding all the activities that occur within the project. Email notifications can be adjusted by user or on an organization wide basis.

    Non-Credentialed Users

    Guests: A Guest can only answer the questions and sections that they have been assigned. Any assignments a Guest receives will come through email and not from inside the instance. They can not access your content library or log into the Responsive app at all. Anyone, even a third party, can collaborate as a guest.
    Note: Users only receive email notifications after they activate their account. Unverified users do appear in assignee drop-down lists but will only receive future notifications after they activate their account.

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

    Primary Roles

    • Super Admin: There is only one Super Admin. They have full access to everything, including billing and Responsive subscription plan changes.
    • Admin with All Permissions: The Admin has full access to all content and projects, and can create other user profiles, including other Admins. They can edit company settings, invite users, create new projects, and edit all sections and answers across all projects.
    • Manager: The Manager role has full access to projects they create or are added to. The Manager can create, edit, assign projects and sections to other members of the project team, respond to questions, and complete review of any section in projects in which they are team members. Managers are limited to only projects they are involved with and cannot see projects they are not a member of.
    • Team Member: The Team member role can author and review assigned sections and questions. Team Members can also make comments and clarifications on sections and questions within projects they are members of.
    • Project Requester: The person who communicates with the proposal or bid team on a new opportunity by submitting the intake request with the attached RFP files. Intake Request is an add on feature which is available under annual subscription.
      Note: The Project Requester role can be seen only when intake request is enabled.

    Additional Role Attributes

    In addition to roles, you can set other attributes. The attributes below can be enabled for a user account.

    • Billing: Allows access to company Plans & Billings, update billing information, view invoice information, and manage project space.
    • Internal Contact: Allows users to directly communicate to internal contacts to help for solutioning through direct messages; users with this role are the first point of contact to help.
    • Project Primary Contact: Allows users to be assigned as the project primary contact while creating a new project. The project primary contact is notified through email regarding all the activities that occur within the project. Email notifications can be adjusted by user or on an organization wide basis.

    Non-Credentialed Users

    Guests: A Guest can only answer the questions and sections that they have been assigned. Any assignments a Guest receives will come through email and not from inside the instance. They can not access your content library or log into the Responsive app at all. Anyone, even a third party, can collaborate as a guest.
    Note: Users only receive email notifications after they activate their account. Unverified users do appear in assignee drop-down lists but will only receive future notifications after they activate their account.

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