Set Up a Riva Cloud User

Article ID: 107

Last updated: 19 Sep, 2023

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 accounts.

This guide can be used by

the Riva Cloud Company subscription admin user to configure the connections and sync policy for one of the managed users, or
the Riva Cloud Corporate subscription admin user to configure the connections and sync policy for all managed users.

To configure your Riva Cloud user:

Log in.
Create a CRM connection.
Create an email connection.
Configure a sync policy.
Confirm data is syncing.
Continue with the rest of the Get Started checklist.

Preventing Duplicates

NOTE: Have you already synced data by using the Outlook CRM plug-in or manually copied CRM calendar or contact data into Exchange? If so, to avoid duplicate entries, see Preventing duplicates: Dealing with Outlook plug-ins before using Riva Cloud.

You can also run into duplicate entries problems if you test Riva Cloud and Riva On-Premise against the same email or CRM users at the same time. If your user account has been configured in Riva Cloud or Riva On-Premise before, see Do not run Riva twice against the same user.

Step 1: Log In to Riva Cloud

See Log in to a Riva Cloud account.

Step 2: Create Your CRM Connection

On the Get Started page, select Configure your CRM.
Select the logo for your CRM to start the corresponding CRM connection wizard:
- Create a Microsoft Dynamics CRM connection.
- Create a Salesforce connection.
- Create a Sugar connection.
- Create a NetSuite CRM connection.
- To get started with the following, contact the Riva Success Team:
  - Riva for Developers.
  - SAP C/4HANA.
  - Oracle CX for Sales.
  - Oracle CRM On Demand.
  - Other CRM platforms. (Condition apply.)

Step 3: Create Your Email Connection

After you have created your CRM connection, the Get Started page reappears.

To create your email connection:

On the Get Started page, select Configure your email.
Select the logo for your email system.
- Connect a G Suite account (paid subscription).
- Create an Office 365 or Exchange connection.
- To get started with the following, contact the Riva Success Team:
  - Riva for Developers.
  - HCL Notes (formerly IBM Notes).

Step 4: Configure Your Sync Policy

After you have created your CRM and email connections, your Dashboard view changes, so that you can configure the sync interval, category, folder names, Riva SmartConvert options, and AssignTo options.

Riva Cloud. Select Configure Policy.

Select Configure Policy to open the appropriate wizard, depending on your email connection. Follow the steps in the appropriate guide:

Step 5: Confirm Your Initial Sync

Wait for approximately 15 to 30 minutes.
Log in to your email client, and confirm that the initial sync has completed.

Step 6: Continue with the Rest of the Get Started Checklist

After configuring your Riva Cloud user and verifying that you are syncing data between your CRM and email accounts, complete the remaining steps in the Get Started checklist you started with: