Settings

Contents:

Your settings page is where you can upload your logo, turn on/off notifications, change the visibility of your roadmap, and more. 

To access your settings page, follow this link or click the dropdown menu in the top right corner and select "Settings":

settingsmenu.png

That will take you to the “General settings” page. You can use the navigation on the right-hand side of the page to reach the other settings.

settingsnav.png

General settings

On General settings, you will see the following options:

Your vendor name

Shows across your team and customer dashboards and in the “Suggest a feature for [your vendor name]” popup box.

Roadmap visibility: list roadmap

You have three choices for who sees your list view roadmap.

listroadmap.png

The list view roadmap is automatically populated when requests are moved to "planning" or "building" and gives no dates / deadlines for when you'll release each request.

Roadmap visibility: graphical roadmap

You have three choices for who sees your graphical roadmap.

graphicalroadmap.png

If you're just getting started, set this to "Team Only" until you've set up your graphical view roadmap.

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.

Show vote count to customers

Check this box and your customers will be able to see how many votes each request has.

votecount.png

Brand customization

Upload your logo here. This will replace the “Receptive” logo at the top of your navigation and on emails sent to your customers.

Embed Receptive

Check the box to turn on the embedded version of Receptive. This sits inside your product so your customers can provide feedback without leaving. Learn more about embedded Receptive here.

Email and whitelabel settings

Email settings

emailsettings.png

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 support@receptive.io. You can customize this to "ideas@yourdomain.com" or similar. Read how here.

Custom responses

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.

Multiple products

You are able to create multiple products within Receptive. This allows requests to be assigned to a specific product so you can focus on one product at a time. Read more here.

Customize suggest 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.

Log in methods

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.

Any questions? Email support@receptive.io or use the form here.

 

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.