If you have been invited to join RIVO, there are a few steps needed to get you up and running.
This article and associated links will guide you through them.
Take a tour around the system to familiarize yourself with what is available
And if you get stuck, help is never far away. Just ask the Bot!
As the first user, you will have Admin rights, and will then add in everyone else.
You can see that you are an admin user because you have the Administration menu on the bottom Left.
We'll use that menu to do the following steps:
- Set the branding - Add in our logo
- Set the organization structure , and users
- Set up the Banks we correspond with (if applicable)
See this article on how to set your logo How to Change a Logo in RIVO?
You can replicate your organization structure in RIVO ; Simple , or tiered , with users having only local or global permissions.
This article will guide you through it What is an Organization Structure in RIVO?
Once you have your structure, you add the users in to each unit
How to add the Organization users to the specific unit of the organization?
Similar to Parties , you can add in Banks that you regularly correspond with. These will then be available in a drop down for your customers to pick from , to save them searching for them.
Ready to RIVO
If you have done all the above , then you are ready to RIVO.
Please also look in to the knowledge center for other useful articles to get you up to speed.