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.
Workflow
Administrators can invite users from either the Users or the Invitations pages, or during the creation of a campaign.
To invite users from the Users page, click Campaigns in the top ribbon menu, select an Account (if necessary), then click the Users tab and select Users 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.
Related Labels