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  • Before someone can complete tasks in Rivet, they must create a Rivet user membership.

  • Adding users to your Rivet organization account is done through invitation only.

  • Existing users invite prospective users via Rivet.

  • Existing users cannot manually create new user memberships for prospective users.

  • Prospective users accept the invitation using the link in the Account Invitation email.

  • Clicking the Join link takes prospective users to the Sign Up For Membership page.

  • If the prospective user has an existing Rivet user membership with another organization the Join link will take the user to the Rivet Login Page.

  • The user will login in to Rivet and the new organization is added to the user’s membership.

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  • To invite users from the Invitations page, click Campaigns in the top ribbon menu, select an Account (if necessary), then click the Users tab and select Invitations from the dropdown menu.

  • Click the + Invite User button on the right side of the screen.

  • Rivet will display the Invite User popup window.

  • Enter the prospective user’s Email address and select the Role (or user level).

  • Click the Save button.

  • Rivet will email the prospective user an invitation to join the account.

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