Managing users

Overview

After you've added new users to your organization, you can customize the information shown on the Manage user page, edit user details, and deactivate or remove users.

Permissions

Only Admins or users with the Manage Users permission can make these changes.

Select the applicable tab for your edition of Responsive.

Customizing the Manage users page

You can use the Customize Column option on the Manage users page so that only certain user information is displayed.

Go to Organization Settings > Manage users and click Customize Column in the table header.

Updating user profile details
1. Go to Organization Settings > Users > Manage User and click the user's name.
  The user details page appears.
2. Update the information on the page. You can edit details such as first and last name, time zone, date and time format, job title, phone number, and location.
3. Click Save to save the changes.
4. Update the information in the User Information section (such as roles, attributes, collections, tags, and teams) as necessary.
5. Connected App, Display Preferences, Email Preferences, Newsletter Subscription Preferences, and Slack Preferences can be edited by clicking on their respective tabs.
  - Connected Apps: View all apps that the user is connected to from Responsive.
  - Display Preferences: Set the default landing page and default project landing page.
  - Email Preferences: Select the actions that trigger notifications and their frequency.
  - Newsletter Preferences: Turn the toggles on or off as necessary. As an Admin, you can force-reset the user's password, update their email address, and send a message to or chat with the user by selecting the required option.
  - Slack Preferences: Select the actions that should trigger notifications to Slack.
6. Click the User Activity icon to view the user’s activity at the project and question level.
7. From the left pane, select the required options to make the user the Super Admin, reset password, update business unit, deactivate the user profile, change email address, remove the user from the application, or reassign ownership to another user.
  Note: If the user is not active, an option to activate the user will also be displayed.
Updating roles
1. Select the Role from the drop-down options, select the Attributes and then click Save to save the changes.
Updating roles in bulk

See Updating users in bulk for more information.

Updating Business Units

This option is available only if your organization uses Business Units (BUs).
1. Click Update Business Units from the left pane.
2. Select the business unit from the drop-down options, specify the values for other fields and click Update.
3. Click Yes on the Confirmation pop-up.
Deactivating and removing users

See Deactivating and removing users for more information.

Resending email invitations to unverified users

See Resending Unverified Users Responsive Email Invitations for more information.
Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

Customizing the Manage users page

You can use the Customize Column option on the Manage users page so that only certain user information is displayed.

Go to Organization Settings > Manage users and click Customize Column in the table header.

Updating user profile details
1. Go to Organization Settings > Users > Manage User and click the user's name.
  The user details page appears.
2. Update the information on the page. You can edit details such as first and last name, time zone, date and time format, job title, phone number, and location.
3. Click Save to save the changes.
4. Update the information in the User Information section (such as roles, attributes, collections, tags, and teams) as necessary.
5. Connected App, Display Preferences, Email Preferences, Newsletter Subscription Preferences, and Slack Preferences can be edited by clicking on their respective tabs.
  - Connected Apps: View all apps that the user is connected to from Responsive.
  - Display Preferences: Set the default landing page and default project landing page.
  - Email Preferences: Select the actions that trigger notifications and their frequency.
  - Newsletter Preferences: Turn the toggles on or off as necessary. As an Admin, you can force-reset the user's password, update their email address, and send a message to or chat with the user by selecting the required option.
  - Slack Preferences: Select the actions that should trigger notifications to Slack.
6. Click the User Activity icon to view the user’s activity at the project and question level.
7. From the left pane, select the required options to make the user the Super Admin, reset password, update business unit, deactivate the user profile, change email address, remove the user from the application, or reassign ownership to another user.
  Note: If the user is not active, an option to activate the user will also be displayed.
Updating roles
1. Select the Role from the drop-down options, select the Attributes and then click Save to save the changes.
Updating roles in bulk

See Updating users in bulk for more information.

Updating Business Units

This option is available only if your organization uses Business Units (BUs).
1. Click Update Business Units from the left pane.
2. Select the business unit from the drop-down options, specify the values for other fields and click Update.
3. Click Yes on the Confirmation pop-up.
Deactivating and removing users

See Deactivating and removing users for more information.

Resending email invitations to unverified users

See Resending Unverified Users Responsive Email Invitations for more information.