This article focuses on adding and managing users in Rivet. Please note that only users with Admin settings can add or change user settings. If your Admin is unavailable or unable to make changes, reach out to us and we'll be happy to assist you. To ensure that access to your account is set up correctly we will cover how to Add a new user, manage an existing user and remove a user from your Rivet account.
Adding a New User
Adding an Existing Users
Removing a User
Adding a New User
In the top right corner of your screen, click on the drop-down arrow that appears just to the right of your account name.
Select 'Account' from the dropdown menu. This will take you to the Account screen in Rivet.
On the left-hand menu, select the "User" view, which will take you to a secondary view within the Account screen.
In this secondary view, you'll see a list of all persons (both admin and users) with current access to Rivet. At the top right of this screen, select the '+ Create User' button.
A menu should appear with fields in which to fill in the new user's name and email. Select from the dropdown menu under the 'Permission' tab to allow the new user to have admin or user access.
Adding an Existing User
In the top right corner of your screen, click on the drop-down arrow that appears just to the right of your account name.
Select 'Account' from the dropdown menu. This will take you to the Account screen in Rivet.
On the left-hand menu, select the "User" view, which will take you to a secondary view within the Account screen.
In this secondary view, you'll see a list of all persons (both admin and users) with current access to Rivet. At the top right of this screen, select the '+ Add existing user' button.
A menu should appear where you can enter the user's email. Rivet will automatically pull in all other associated information.
Select from the dropdown menu under the 'Permission' tab to allow the existing user to have admin or user access.
Removing a User
In the top right corner of your screen, click on the drop-down arrow that appears just to the right of your account name.
Select 'Account' from the dropdown menu. This will take you to the Account screen in Rivet.
On the left-hand menu, select the "User" view, which will take you to a secondary view within the Account screen.
Find the specific user listed who needs to be removed.
To the right of the specific user listing, find the 3-dot button and select 'Disable for account’ from the dropdown menu.
A window will appear to confirm this action.
Managing new users or removing old users in Rivet is a crucial aspect of maintaining the security and integrity of your account and can easily be done with just a few clicks. By following these steps, you can ensure that your Rivet account is properly managed and secured.
If you have any questions or need further assistance, please contact us at success@rivethealth.com.
Suggested Next article - Managing User Permissions