- Branding & Appearance
- Customer View
- Manage Team
- Install Receptive
- Third Party Integrations
- Email and Whitelabel
- Custom Responses
- Customize Request Form
- Login Methods
- API Access
To access your settings page, log in to Receptive and click "Settings" on the left-hand navigation.
That will take you to the “General” page. You can use the navigation on the left-hand side of the page to reach the other settings.
On General, you will see the following options:
Your account name
Shows across your team and customer dashboards and in the “Suggest a feature for [your account name]” popup box.
"What's Coming?" visibility
You have three choices for who sees your "What's Coming?" report: Team Only, Customers & Team, or Public on Web. Your "What's Coming?" report shows features which are "Planned" or "Building".
Customer name hiding
Check this box and your customers won't be able to see each other's names in Receptive. For example, Joe Bloggs will be shown as User-abcd1234. This only applies to your customers — your team will still see your customer's name and customers will be able to see team members' names.
Show vote count to customers
Check this box and your customers will be able to see how many votes each request has.
Hide timestamps from customers
Checking this box will hide timestamps from your customers, so they will be unable to see when requests or comments were created. Your team will still see the timestamps.
Checking this box will hide any requests that have not yet been reviewed (ie. their status is "Not Reviewed") from your customers.
Team members will not be affected and will be able to see all requests. Also note that customers will be able to see their own requests, even if they haven't yet been reviewed.
Disable new customer requests
Checking this box will prevent customers from creating any new requests. They will still be able to vote, prioritize, and comment on existing requests.
Your team members will still be able to submit new requests.
Private comments by default
Checking this box means that any comments made by team users will automatically be hidden from your customers.
Branding & Appearance
Upload your logo here. This will replace the “Receptive” logo at the top of your navigation and on emails sent to your customers.
You can also set the primary color of your Receptive dashboard and preview how it will look.
Choose whether your customers see Receptive as the default "Portal" view or the optional "Widget" view. Learn more about the widget view here.
Here you can select which languages are available to team users and customers, as well as choose which language is the default language for Receptive.
To add a new team member to Receptive, fill in the form on the left-side of the Manage team settings page and click on "Invite Team Member".
You can also view a list of current team members. To view a team member's profile, click on the team member and you'll be taken through to their profile.
Find your Receptive integration settings here, including your vendor ID and secret key.
Third Party Integrations
Here you can see details of any third party integrations (Salesforce, Zapier) and authenticate/test any connections.
Email and Whitelabel
You can turn notifications on/off for your customers and team members, or disable the login links in customer emails. Read more here.
Email whitelabel settings
By default, email notifications to your team & customers are sent from email@example.com. You can customize this to "firstname.lastname@example.org" or similar. Read how here.
When you update a request’s status (to Planned, Released, etc), by default you have several pre-populated options to explain the transition.
You can also create your own custom saved responses / replies. Read how here.
You are able to create multiple modules within Receptive. This allows requests to be assigned to a specific module so you can focus on one module at a time. Read more here.
Customize Request Form
You can customize the form that your customers use to make a request, editing the questions so you can find out the information most relevant to you. Read more here.
The default is email / password for your teams and widget SSO for your customers. You can set up SSO for either, find out more here.
This is where you can find or create any API keys that you need to integrate with other apps, such as Salesforce.