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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.

  • In the case of Individual-type campaigns, prospective users may be invited from the Campaign Builder configuration window during the creation of a new campaign.

  • In the Assignments panel for a campaign, module, or task, click +Add Assignment.
    Rivet will display the Assignments popup window.

  • Click the New Invitation tab, enter an email address for the prospective member, and click Save.

  • If the campaign is already published Rivet will immediately email the invitation to the prospective user. and assign them to the campaign, module, or task.

  • If the campaign has not been published Rivet will email the invitation to the prospective user when the campaign is published.

  • When the user creates a new membership Rivet will automatically assign them to the campaign, module, or task.

 Workflow

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