Overview

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.

Accessing My Account

Click your avatar in the top-right corner of the screen and select My Account to see your options.

The settings are divided into four tabs, and the Profile tab is displayed by default.

• Profile: Personal details like your roles and permissions, photo and location
• Preferences: Email notifications, display preferences, and newsletter subscriptions
• Settings: Change your password and set up two-factor authentication
• Integrations: Set up integrations with other applications and generate API tokens
  
  

Editing your profile information

Go to the Profile tab to update your personal information.
Note: You cannot edit the Email ID field.

Editing your profile photo

1. Hover over the photo and click the Camera icon, then click Upload new photo.
2. Click Upload Photo, then navigate to and select the photo you want to use.
3. Click Save Photo.

Viewing your permissions

Your roles and email address appear next to your photo. Click your role or the View all permissions icon to see your permissions.

Editing your profile information

1. Click in the field you want to change and make your edits.
2. Click the Checkmark to save your changes or the X to cancel them.
   

Setting your preferences

You can manage the events that trigger email notifications, display preferences, and newsletter subscriptions on the Preferences tab.

Email notifications

Your email preferences determine what product emails you receive. Use the toggles to configure them, then click Save.

See Managing your email notifications to learn more about each option.

Display preferences

Your display preferences allow you to specify the language for the user interface (UI) and select default landing pages.

• Default Landing Page: determines the default page that will appear upon logging in to Responsive. You can choose from:
  • My Work
  • Manage Projects
  • Answer Library
  • Document Library
  • Reports

• Default Project Landing Page: determines the default landing page to navigate to after selecting a project name. You can choose from:
  • I will decide when I click on the project
  • My Questions View
  • Project Dashboard
  • Section List

Marketing Communication Preferences

Your newsletter subscription preferences determine what newsletter emails you receive.

• Monthly Newsletter: Sent once per month to Admins and Super Admins, and is a digest/highlight for everything in Responsive.
• Event Communications: Invites to webinars and conferences.
• General Marketing Communications: Includes information about new product rollouts, surveys, and thought leadership blogs with industry news.

Updating security options

Go to the Settings tab to update your password and set up two-factor authentication.

See Changing or resetting your password and Activating Two-Factor Authentication for Your Account for more information.

Setting up integrations

Go to the Integrations tab to manage your integrations, API tokens, and Microsoft Dynamics CRM downloads.
Note: Integrations must be enabled by your administrator before they are available here.

Integrations

This section shows available integrations and ones that have already been set up. Click Connect to create a connection, and select Delete to remove it. For details, refer to the Help Center articles that describe each integration.

API Tokens

Some integrations require application-generated tokens for authentication. Depending on the integration, you may be asked to generate a token in this API or enter a token here that you generated in a different application. See the documentation for the specific integration for more details.

API Explorer

Use the API Explorer to see our APIs and try your own code.

Microsoft Dynamics CRM

You can update Responsive packages in Microsoft Dynamics CRM.

See Updating the Responsive Package in Microsoft Dynamics for more information.