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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.

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.

Invite a prospective Rivet user via email from the Users page

Invite a prospective Rivet user via email from the Invitations page

Invite a prospective Rivet user via email from the Campaign Builder

 Workflow

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