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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.

  • 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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