Creating A Meeting Template

Introduction

Simply the process of scheduling meetings on the Rivial platform by creating Meeting Templates.

Operation Team Meeting Templates

Operation Team members may create Meeting Templates for their assigned organizations. These Meeting Templates are private from users outside of the Operation Team.

Step-by-Step Guide

1. Navigate to Operations Panel

2. Open the Templates page

3. Click on the ‘Program’ tab

4. Click on ‘Meetings’

5. On the top of the grid, click ‘Create’

6. Enter the meeting criteria into the pop-up modal

7. Click ‘Submit’

Global Meeting Templates

Global Meeting Templates are accessible to any administrative users on the Rivial platform. Global templates may be used in any organization on the Rivial platform.

Step-by-Step Guide

1. Navigate to Administrator Panel

2. Open the Global Templates page

3. Click on the ‘Program’ tab

4. Click on ‘Meetings’

5. On the top of the grid, click ‘Create’

6. Enter the meeting criteria into the pop-up modal

7. Click ‘Submit’