New user activation | What to expect after creating your account

Overview

Welcome to Responsive! This article gives you instructions on how to activate your account and log in, customize your preferences, and provides an overview of some of our features.

Select the applicable tab for your edition of Responsive.

• Activating your account

  1. Open the email from your Administrator inviting you to join your company’s Responsive instance and click Join your team.
     
  2. Enter the required information on the Account Activation page; your team can choose to either activate their account using email and password or your organization's preferred login method (such as Google, Salesforce, or Single Sign-On [SSO]).
     
     • To set up the account login using an email and password (no SSO), enter the details and choose a password, then click Activate.
       
     • To set up the account login using an SSO identity provider, click the respective SSO and follow the prompts.
       

  You will be logged in upon confirmation and receive an activation confirmation email.

  Using My Work

  Responsive displays the My Work module upon login, displaying all your tasks in one place so you can see your workload and prioritize it. Your tasks are listed in the order in which they are due.

  • Filters at the top help you find your tasks quickly and easily. Click the links to go to your assigned tasks.
  • The Discussions pane shows discussions you have been mentioned in.
  • The Calendar View tab shows your tasks by due date. Click the links to go to your assigned tasks.

  

  See Using My Work for more information.

  Configuring your account settings in My Account

  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.

  

  See Configuring your account settings in My Account for more information.

  Application highlights

  Click App Launcher to see the different modules in the application.
  Note: The icons you see may vary depending on the products your organization has purchased.

  

  • Intake: Create an intake, or vote to approve or reject one. If approved, the intake becomes a project.
    
  • Projects: See projects that you have been assigned to or assigned tasks in, or create a new project. View questions you have been assigned to respond to, and answer questions from items stored in the Content Library.
    
  • Content Library: View the repository of Q&A pairs, files, section templates and catalogs that can be used to respond to proposals. Add tags and flags. edit and  filter the content, and view content properties and activities.
    

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

  Activating your account

  1. Open the email from your Administrator inviting you to join your company’s Responsive instance and click Join your team.
     
  2. Enter the required information on the Account Activation page; your team can choose to either activate their account using email and password or your organization's preferred login method (such as Google, Salesforce, or Single Sign-On [SSO]).
     
     • To set up the account login using an email and password (no SSO), enter the details and choose a password, then click Activate.
       
     • To set up the account login using an SSO identity provider, click the respective SSO and follow the prompts.
       

  You will be logged in upon confirmation and receive an activation confirmation email.

  Using My Work

  Responsive displays the My Work module upon login, displaying all your tasks in one place so you can see your workload and prioritize it. Your tasks are listed in the order in which they are due.

  • Filters at the top help you find your tasks quickly and easily. Click the links to go to your assigned tasks.
  • The Discussions pane shows discussions you have been mentioned in.
  • The Calendar View tab shows your tasks by due date. Click the links to go to your assigned tasks.

  

  See Using My Work for more information.

  Configuring your account settings in My Account

  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.

  

  See Configuring your account settings in My Account for more information.

  Application highlights

  Click the App Launcher to see the different modules in the application.
  Note: The icons you see may vary depending on the products your organization has purchased.

  

  • Intake: Create an intake, or vote to approve or reject one. If approved, the intake becomes a project.
    
  • Projects: See projects that you have been assigned to or assigned tasks in, or create a new project. View questions you have been assigned to respond to, and answer questions from items stored in the Content Library.
    
  • Content Library: View the repository of Q&A pairs, files, section templates and catalogs that can be used to respond to proposals. Add tags and flags. edit and  filter the content, and view content properties and activities.