Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 12 Next »

  • 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.

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.

  • 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.

  • 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.

 Workflow

Related Labels

There are no related labels.
  • No labels