Choose Your Riva Cloud Mode

  • Updated

Whether for a free trial or a paid account, Riva Cloud functions in one of two modes:

  • With Company mode, connect your small team to one account that allows each user to log in and manage personalized sync settings, to suit individual needs.
  • Corporate mode is highly recommended when a large number of users need to sync with exactly the same sync settings: Set one sync policy holder and one sync policy that applies to all the users added to the account.

If you need most of your users to sync in the same way, but a few users need to have individualized sync settings, set up two accounts: the first in Corporate mode and the second in Company mode.

In Company mode, EACH USER has In Corporate mode,
  • an individual email connection,
  • an individual CRM connection, and
  • an individual Riva sync policy.
  • one email connection,
  • one CRM connection, and
  • one Riva sync policy

apply to ALL the Corporate mode users.

Great for small teams whose team members require unique sync capabilities. The single sync policy defines the sync behaviour for all users in this mode.

Are You Ready to Decide Which Riva Cloud Mode You Need?

If you need more information before deciding, see Riva Cloud Modes: The three most important things to know about modes.

If your choice is

Riva Cloud supports everything from enterprise implementations to small to medium businesses and organizations to individual users. When you sign up for Riva Cloud, you need to determine which subscription mode you need. Riva Cloud provides two subscription modes:

  • Corporate mode.
  • Company mode.

The Two Most Important Things to Know About the Riva Cloud Modes

What is the biggest difference between Corporate mode and Company mode?

Corporate mode:

Corporate mode has

  • one email connection,
  • one CRM connection, and
  • one Riva sync policy

that apply to ALL the Corporate mode users. No exceptions.

Company mode:

In Company mode, EACH USER has

  • an individual email connection,
  • an individual CRM connection, and
  • an individual Riva sync policy.

Example: If you have five syncing Company mode users (the maximum that is allowed for a trial), you create five unique Riva Sync policies, five individual email connections, and five individual CRM connections.

Note: From an administrator's point of view, Company mode requires more work to set up and maintain the users than Corporate mode does.

Can an organization have a mix of Company and Corporate modes to meet their needs?

Yes. This requires registering for two Riva Cloud subscriptions: one in Company mode and one in Corporate mode. Syncing users cannot be added to both subscriptions or changed between modes. Each Riva Cloud subscription must have a unique Riva Cloud admin account. To discuss this process or to request the changes, contact the Riva Success Team.

Example:

  • You have 300 sales representatives worldwide, and you assign the same sync policy to all of them in one Corporate subscription.
  • You have a few other users with unique sync needs. You group them into a Company subscription, and every one of them has an individual sync policy, an individual CRM connection, and an individual email connection.
  • For your convenience, after the free trial, both subscriptions are rolled up into one invoice.

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