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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.

Tip

Before creating an invitation for a prospective user, consider which choice below makes the most sense for the new member:

  • Invite the new user to Rivet immediately, even if they will have no assignments when they create their membership and login.

  • Configure the invitation to be held by Rivet and sent only when an assignment becomes available for the new user.

Note

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

  • When a user is unable to receive the Password Reset emails, remind them that their username may or may not be their email address.

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.

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

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Rivet will display the Invite User popup window.

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

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Click the Save button.

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

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