Riva CRM Integration - Documentation and Knowledge Base
Manage Users
User Manager in Riva Cloud
Contents: What can you do in the User Manager? To access the User Manager. What Can You Do in the User Manager? Search for specific users. Enter a few characters, select a filter, and select Search. Available...
Manage Users in Riva Cloud Corporate
Contents: (Some links open other articles.) What can you do in the User Manager? Access the User Manager; Change the admin user to be an Admin-Only non-syncing user; Add one or more target users to Riva Cloud Corporate; Edit a user...
Manage Users in Riva Cloud Company
Contents: What can you do in the User Manager? (Opens another article.) Access the User Manager. (Opens another article.) Change the admin user to be an admin-only non-syncing user. (Opens another article.) Add and configure new...
Edit a User in the User Manager: Riva Cloud Admin
Applies to all Riva Cloud modes. Contents: Change the user name. Change the user login password. Enable or disable the user account. Unlock a locked user. Change user account details. To edit a target user: In the...
Turn the Admin User into a Non-Syncing, Admin-Only User
This applies to any mode of Riva Cloud. By default, Riva Cloud allows the Admin user to sync data and consume a licensed seat, but our clients usually do not want the Riva Cloud admin user included as a licensed syncing user. That...
Licensed User Count Discrepancy: Riva Cloud
Issue In the Riva Cloud User Manager, the Total User Count is sometimes larger than the Licensed Sync User Count. That discrepancy might raise the concern that you are billed for more licenses than you should be. You are not...
Set Up a Riva Cloud User
Congratulations! You are probably here because you received an email that advised you that you now have a Riva Cloud user account... and that you need to log in, set a permanent password, and configure data sync between your CRM and email...
Riva Cloud Admin: Edit a User
Applies to all Riva Cloud modes. Common edit user tasks include changing the user login password, enabling or disabling the user account, and changing user account details. To edit a target user: In the User Manager,...