ResponseFlow
Workspace setup

Configure the system around your team.

Setup starts with the operating basics: company, primary workspace email, dashboard PIN, and the initial look of the board. Provider sign-in comes immediately after activation using this same email.

1. Core account details We use these details to create the workspace, tenant record, and the primary sign-in identity.
2. Dashboard protection Create the 4-6 digit PIN that will protect the workspace after every successful sign-in.
3. Activation and provider connection After activation, connect Google or Microsoft 365 using this same workspace email.
Secure setup

Create your workspace

Use the email your team will use for Google or Microsoft 365 sign-in.

This becomes the primary sign-in address and mailbox connection identity for the workspace.
Choose the default client dashboard accent. It can be changed later.