Riva Cloud Subscription Options (Which Mode Is Right For You?)

When you are initially set up with a Riva Cloud account, your account is automatically configured as a Company subscription that has only one user who has full admin access.

• one connection to the CRM using an admin-level service user account,
• one connection to the email system using an email service account that has impersonation access to the target user mailboxes, and
• a single sync policy that defines what Riva Cloud will sync for ALL users.

• that do not want the end users to have to interact with Riva, and
• where all users require the same sync policy settings, and
• where these settings are managed by the Riva admin user, and
• where the email system, CRM, and IT security team provide support to configure the required access to the systems.

This mode requires that the account that Riva will use to communicate with the email system be configured with full access impersonation/delegation. The mode requires that Riva be configured to connect to the CRM with an admin user account or equivalent to be able to have impersonation or full read/write access to the full instance of the CRM.

• Organizations or organizational units with fewer than 10 users,
• Organizations whose individual users require different sync options, and/or
• Environments where configuring mailbox full access/delegation or CRM admin access is not available or not supported by the email system, CRM, or IT security team.

• Riva Cloud syncs CRM data transparently for each user.

• There are no individual user/passwords to manage.

• End-user changes in email system or CRM passwords are transparent to the Riva sync process. Users can change their email system and CRM passwords without having to do anything in Riva.

• Centralized control of the sync policy that determines the data that will sync. By default, the person who registers the Riva Cloud account is the admin user. Only the admin user can manage the connections and sync policy settings.

• One billing transaction to cover all users. Supports monthly or annual billing with an approved credit card.

• User accounts can be easily added or removed without any end-user interaction or knowledge of end-user credentials.

• Quick and easy setup and configuration that does not require assistance from the email system, CRM, IT administrators, or security teams.

• Maximum flexibility and the ability to allow different sync settings for each user. Each user has an individual Riva Cloud account to log in to. Individual users can create, test, and modify their own connections and sync policy options.

• One billing transaction to cover all users. Supports monthly or annual billing with an approved credit card.

• Other users can be easily added or removed.

• The person who registers the Riva Cloud account is, by default, the admin user. Additional users can be designated as admin accounts. Admin accounts can add new users and manage user connections and sync policies associated with the Company policy.

• Every user is under the same policy. There is no room for variation in the sync policy between users.
• If you need some users to sync differently, request a second subscription and set it to Company mode. Retain the subscription in Corporate mode for all the users who must sync in exactly the same way.

• When users change their email or CRM passwords, they must remember to log in to Riva Cloud and update their email or CRM connection account passwords. If such users forget to update their connection passwords in Riva, the sync process stops.
• Each user sync policy needs to be created and configured individually.
• There is no ability to bulk update multiple users' sync policies.

If later on you change your mind and want to change from Corporate mode to Company mode, contact the Riva Success Team.

If later on you change your mind and want to change from Company mode to Corporate mode, contact the Riva Success Team.