Users & invitations

Adding team members is often the first step in deploying Rival Enterprise across your organization. The platform provides streamlined onboarding tools whether you are inviting a single specialist or deploying an entire department at once.

Inviting an individual user

Inviting a single team member takes only a few seconds through the administration dashboard:

1. Enter user email — provide the team member’s corporate email address.

2. Assign role — select the exact role and permission level before sending the invite.

3. Send invitation — the recipient receives an invitation link to join your organization’s workspace.

Assigning the appropriate role at invitation time ensures that new team members land in an environment pre-configured with the exact guardrails and permissions they need, preventing any window of unauthorized access.

Bulk invitations for department rollouts

For large-scale organizational rollouts, administrators can onboard dozens or hundreds of employees simultaneously rather than sending individual invites:

• Streamlined onboarding — invite entire teams or departments in a single administrative step during a platform launch.
• Consistent permissioning — assign standard roles and workspace access globally across bulk invitation batches to ensure uniform compliance.

Roles at a glance

Every invitation requires a role assignment, which governs what a user can see, build, and execute across the platform:

• Enterprise Admin — manages workspace settings, configures global governance policies, approves marketplace assets, and manages user lifecycles across the entire organization.
• Enterprise Team Member — executes daily operational tasks, uses approved agents and tools, and builds custom automations within established company guardrails.

For the precise breakdown of what each role can do, see the Capability matrix.

Security best practice

Assign the most limited role that allows a team member to perform their job duties. Roles can be elevated at any time as responsibilities change.

Managing pending and existing users

The user management portal provides centralized control over your organization’s active directory:

• Pending invitations — track team members who have been invited but have not yet joined, resend expired invitation links, or revoke pending access.
• Active user management — view active workspace members, adjust roles, or update group assignments as organizational structures evolve.
• Access revocation — offboard departing employees or adjust permissions instantly to protect sensitive enterprise data and system connectors.

A quick example: departmental launch

Consider a department-wide rollout for a marketing organization:

1. Preparation — an Enterprise Admin gathers the email list for thirty marketing team members.
2. Bulk invite execution — the admin uses bulk invitations to invite all thirty employees simultaneously, assigning everyone the Enterprise Team Member role.
3. Immediate productivity — team members accept their invites on launch day and land directly in a workspace populated with approved marketing tools and agents, requiring zero per-user administrative adjustment.

User onboarding workflow summary

Stage	Administrative action	Security and operational benefit
Preparation	Determine required user roles and permission levels	Enforces the principle of least privilege
Invitation	Send individual or bulk email invitations with pre-assigned roles	Eliminates windows of unconfigured or excessive user access
Onboarding	User joins workspace with pre-configured defaults and tools	Zero-touch setup allows immediate, safe productivity
Lifecycle	Monitor active users, update roles, or revoke access as needed	Maintains directory hygiene and complete access security

Next steps

• Review full role definitions and permission capabilities → Roles overview
• Learn how to manage user access over time → User lifecycle
• Configure workspace governance baselines → Governance framework