RIVET is built for teams. Invite your project managers, accountants, and field staff to collaborate on projects with the right level of access for each role.
Team Structure Overview
Your firm can have multiple team members, each with a specific role that determines what they can see and do in RIVET. The available roles are:
Owner
Full access to everything including billing and firm settings
Manager
Can manage projects and team members, but not billing settings
Staff
Can work on projects but cannot change settings or invite users
Viewer
Read-only access to view projects and reports
Team Size Limits
Inviting Team Members
Access Team Settings
Navigate to Settings > Team in the portal sidebar, or click your firm name and select "Team Members" from the dropdown.
Click Invite
Click the "Invite Team Member" button in the top right corner of the team page.
Enter Details
Fill in the invitation form:
Send Invitation
Click "Send Invitation" to email the invitation. The recipient will receive an email with a link to join your firm.
Bulk Invitations
What Happens Next
For New RIVET Users
When someone who doesn't have a RIVET account clicks the invitation link:
- 1.They'll be taken to the RIVET sign-up page
- 2.They can create an account with email or Google
- 3.After signing up, they'll automatically join your firm
- 4.They'll have the role you assigned in the invitation
For Existing RIVET Users
If someone already has a RIVET account:
- 1.They'll click the invitation link
- 2.They'll be prompted to sign in if not already
- 3.They'll see a prompt to join your firm
- 4.After accepting, they'll be part of your firm with the assigned role
One Firm at a Time
Managing Pending Invitations
In the Team settings, you can see all pending invitations that haven't been accepted yet:
Send another copy of the invitation email if the original was missed
Revoke the invitation if it was sent in error
See when the invitation was sent and if the link has been clicked
Invitation Expiration
Changing Team Member Roles
To change someone's role after they've joined:
Owner Role
Removing Team Members
To remove someone from your firm:
When someone is removed:
- •They immediately lose access to all firm data
- •Their RIVET account remains active (they can join another firm)
- •Any work they did (edits, created projects, etc.) remains in your firm
- •You can re-invite them later if needed
Role Permissions Summary
| Action | Owner | Manager | Staff | Viewer |
|---|---|---|---|---|
| View projects | ✓ | ✓ | ✓ | ✓ |
| Create/edit projects | ✓ | ✓ | ✓ | — |
| Delete projects | ✓ | — | — | — |
| Create pay apps | ✓ | ✓ | ✓ | — |
| Invite team members | ✓ | ✓ | — | — |
| Change user roles | ✓ | — | — | — |
| Connect integrations | ✓ | ✓ | — | — |
| Manage billing | ✓ | — | — | — |
| Firm settings | ✓ | — | — | — |
For a complete breakdown of what each role can do, see our Roles & Permissions guide.
Best Practices
Start with limited access
Give new team members the Staff or Viewer role initially, then upgrade as needed
Multiple Owners
Consider having at least two Owners so firm access isn't dependent on one person
Regular review
Periodically review your team list and remove anyone who no longer needs access
Appropriate roles
Match roles to actual job responsibilities. Not everyone needs Manager access
Need help? Contact our support team at support@slpwlk.io