Getting StartedYour Setup

Your Setup

This section will walk you through setting up your account and getting everything ready to use Rivvex for your business.

What You’ll Learn

In this section, you’ll learn:

  • How to create your account and complete your profile
  • How to set up your business information
  • How to configure your work preferences
  • How to create your first few job types

This is the very first section you should read when you’re just getting started with Rivvex.

Creating Your Account

The first step is to create your Rivvex account.

  1. Go to the Rivvex website and click “Sign Up” or “Get Started”
  2. Enter your work email address
  3. Create a strong password
  4. Check your email for the confirmation link and click it to verify
  5. You’re in!

A Note About Security

  • Use a strong, unique password
  • If available, enable two-factor authentication for extra protection
  • Never share your personal account with others (we’ll show you how to invite them instead)

Completing Your Profile

After you sign in for the first time, you’ll see a welcome screen. This is where you’ll set up the basics:

  1. Enter your full name
  2. Add a profile photo (optional, but it helps your team recognize you)
  3. Select your time zone (this affects scheduling)
  4. Set your preferred notification settings
  5. Add your job title or role in the company

Setting Up Your Business

This is the fun part. Tell Rivvex about your business so it works the way you need.

Basic Business Information

  • Business name and logo
  • Your physical address
  • Your website (if you have one)
  • Your phone number

Your Work Schedule

Set when you typically work:

  • Regular business hours
  • Days of the week you accept work
  • Holiday scheduling (if you have special rules)

This helps when you’re scheduling jobs later.

Inviting Your Team

Now let’s get the rest of your team set up.

  1. Go to Settings > Team or Members
  2. Click Invite Member or Add Person
  3. Enter the person’s email address
  4. Select their role (more on this in the next section)
  5. Click Send Invitation

How the Invitation Works

When you send an invitation:

  • The person gets an email with a link to create their account
  • They click the link, create a password, and you’re done
  • You can see everyone in the Team section at any time

That’s it for the first setup! When you’ve completed these steps, move on to the next section to learn about roles and permissions.

HomeYour Team