Ryver User Guide: App Overview

The Ryver Team General, Getting Started

The Big Picture

Ryver provides a way to organize all your team collaboration in one app. You can seamlessly organize your conversations, assign tasks, and automate responses to everyday business events without ever needing to use multiple applications.

Basic Definitions

  • Organization — The team collaboration account you create is called your “Organization”. You will be prompted to create a unique domain (URL) for your team when you sign up.
  • Username — Your username can be used to login, and other users can @mention you by using it in the app to send you a notification.
  • User — A user can be invited to your Organization as either a Member or Guest.

Tips

  1. Keep a record of your Organization Name ([YourOrganizationName].rvyer.com), Username, Password, and the email address you provided to sign up.
  2. Download our Native and Mobile Apps and bookmark your Ryver Organization URL for quick, easy access on any device.
  3. Watch our Ryver Tutorial Videos to learn more about how to use Ryver.

Conversation Channels

Forums

Forums are for open discussions with everyone on your team (great for making company-wide announcements).

SLACK COMPARISON: Forums are equivalent to Slack’s Channels. (And by the way, you can easily import your Slack users, open channels, and channel messages, files, and posts to Ryver by using our Slack Migration Tool.)

  • All Members automatically have access to all Forums. Guest users can also be given access to Forums by your Administrator or the Forum creator.
  • All Users in a Forum can see and communicate with everyone else in it, including any added Guests.
    • NOTE: Once a Guest has been invited to a Forum, they will have direct access to all Members in the Organization in their People list.
  • All Users in a Forum have the ability to direct message all other users in that Forum.
  • Click on the Forums section title in the left navigation bar to see a list of all available Forums. You can join the ones you’re interested in by selecting them in the list, or by clicking the ellipses button and selecting “Pin to Navbar”.
  • To be alerted of new Chat activity for a particular Forum, you must “join” it first.
  • You can join as many Forums as you want and leave them at any time (and you can always rejoin in the future).

Teams

Teams are for private conversations with groups of teammates (great for organizing conversations by function, like a team for “Sales”, for “Customer Service”, etc.).

SLACK COMPARISON: Forums are equivalent to Slack’s Private Channels. (And by the way, you can easily import your Slack users, open channels, and channel messages, files, and posts to Ryver by using our Slack Migration Tool.)

  • Users must be specifically invited to a Team (both Members and Guests can be invited).
  • Once invited to a Private Team, all Users can see and communicate with everyone else in it, including any Guests.
  • You can see who is part of a Team by opening the right sidebar to view the Roster.
  • Teams are only visible to those who have been specifically invited. If you haven’t been invited, it won’t show up in your list of Teams, and you won’t even know it exists.
  • When you create or are invited to a Team, you are automatically “joined” to it, and it is automatically pinned to your left navigation bar.
  • Click on the Teams section title in the left navigation bar to see a list of all available Teams, where you can also re-pin any teams that you had previously unpinned from your navigation bar.
  • You will be alerted of new Chat activity for all Teams that remain pinned.

People

People is the place for one-on-one interaction (great for organizing all your direct communication with teammates).

SLACK COMPARISON: People is equivalent to Slack’s Direct Messages. (And by the way, you can easily import your Slack users, open channels, and channel messages, files, and posts to Ryver by using our Slack Migration Tool.)

  • To access a list of all the Users you can communicate privately with, click on the People section title in your left navigation bar. Click on any User in the list to start a totally private conversation that only you two can see. When you select them, they will be pinned to your navigation bar.
  • All Members show up in every other Member’s People list. You will also see any Guests with whom you share an Open Forum or Private Team in the People list.
  • You can “pin” people that you communicate with most often for easy access. You can also unpin or re-pin a User at any time. If an un-pinned User sends you a message, they will automatically be re-pinned.

Collaboration Spaces

Chat

Chat is for quick conversations (great for spur-of-the-moment discussions).

  • Spur-of-the-moment discussions are perfect for Chat.
  • But when you have a lot of people talking about multiple subjects in a Forum or Team, Chat conversations can easily become overwhelming and fragmented. That’s where Topics come in…

Topics

Topics are for specifically-focused conversations (great for longer, topic-oriented discussions).

  • Topics are a great way to organize ongoing discussions about a particular subject, which can be added to indefinitely.
  • You can start a specific Topic for discussion and other Users are able to comment directly in your Topic, share files, and set reminders.
  • Chat comments can be promoted to a Topic at any time by clicking the ellipses menu on any Chat message and selecting “Create Topic”. This will then provide the option to create a Topic from the selected Chat message or multiple Chat messages.

Tasks

Tasks are for turning conversations into action (great for assigning, tracking, and completing projects).

  • Tasks allow you to keep track of the projects your team commits to by creating a list of individual Tasks, assigning them to Users to work on, sharing relevant files, communicating directly within the Task, setting reminders and due dates, and tracking Task progress.
  • You can choose to display your Tasks either in a Task List or as a Kanban task Board (like Trello).
  • Each Task is given a specific Task ID, which can be linked to in conversations by typing “#” immediately followed by your task’s ID number.

Calls

Calls are for talking with teammates via Voice and Video, including Screen Sharing (great for internal team conference calls).

  • Group Calls can be started and joined by any Member or Guest of a Forum or Team. 1-on-1 Calls can be made with any User available in your People list.
  • We do not enforce any limits on the number of Users who may join a call as the maximum number varies largely on your Users’ network connections during the call.
  • Calls can be made from any Windows, Mac, or Linux device using our Desktop and Mobile apps.

Workflow Automation

Workflow

Workflow is for automating repetitive business processes through triggered notifications, task assignments, and sharing info with other apps (great for instant follow-up on closed deals, syncing data in multiple apps, and strengthening regulation compliance).

  • Workflow enables you to automate posting Chat messages, creating and posting in Topics, creating and posting in Tasks, sending emails, delivering information between apps, and creating custom flows.
  • Workflow is available only in our Enterprise Plan.

Integrations

Integrations are for connecting with 1000’s of other apps using existing plugins or by using API’s and webhooks to create custom integrations and bots (great for instant notification of sales leads, creating customer service tickets, and managing IT ChatOps).

  • Connect with 1000+ other apps with simple workflows using Zapier.
  • Contact us to learn how to use API’s and webhooks to create custom integrations and bots.

News Streaming

News Streaming is for receiving social media mentions, news articles,and RSS feed content into Ryver (great for monitoring social media channels, competitors, and news events).

Notifications

Notifications Stream

  • Rather than hunting and pecking through all of your individual Forums, Teams, and People conversations to see what’s new, you can see a list of all new, relevant conversation activity in one, centralized view by clicking the Notifications header in the left navigation bar.
  • You can customize your global Notifications settings in the “My Settings” menu located in the User Menu. You can also customize Notifications settings for individual Forums and Teams in the “My Settings” menu located in the User Menu or by clicking the ellipses menu in the conversation area and selecting “Notifications”.
  • In the Notifications Stream, you can preview each Notification’s content and respond directly.

Left Nav Bar Alerts

  • A red badge will appear next to any Forum, Team, or People tab in your left navigation bar whenever new conversation activity occurs inside its’ collaboration space.

Marking Notifications as “Read/Unread”

  • Once you click on a Notification in the Notifications Stream, it will turn light gray to indicate that has been read. you can mark it as “Unread” again by clicking the mailbox icon listed in the notification’s menu, which appears by hovering your cursor over the Notification. You can also mark a Notification as “Read” the same way.
  • When a new chat message(s) is opened in the Chat space, a red line and the text “New Messages” will appear above all new chats. You can mark any Chat as “Unread” again by clicking the “Mark as Unread” option listed in the Chat’s menu, which appears by hovering your cursor over the Chat message. You can also mark a Chat as “Read” again the same way, or by closing and reopening the Chat space window.

Customizing Your Notifications

  • You can “force” a Notification to be sent to specific Users by “@mentioning” them or to all Users in a Forum or Team by typing “@team” in your message.
    • To “@mention” a User, type “@” immediately followed by the User’s name, which provides a list of all suggested Users for you to choose from. Select the desired User @mention, and then send your message.
    • To “@mention” all Users in a Forum or Team at once, type “@team”, and then send your message.

Push Notifications on iOS and Android

  • By default, Ryver will send you push notifications for all Ryver Notifications. This preference can be adjusted in User Menu > My Settings > Notifications > “Always send mobile push notifications even if I’m online”.

Email Notifications

  • By default, Ryver will send you email notifications for all Ryver Notifications. This preference can be adjusted in User Menu > My Settings > Notifications > “When I’m Offline”.

User Menu

Open your User Menu by clicking the drop-down button located at the top of your left nav bar. The User Menu provides the following options:

  • User Statuses — Let your teammates know your status by choosing from the following:
    • “Available”
    • “Away”
    • “Do Not Disturb” (prevents all Ryver Desktop Notifications from appearing)
    • “Appear Offline”
  • My Settings — Edit your account information, preferences, and defaults.
  • Organization Settings (Account Owners & Admins only) — Manage Users, Teams (Enterprise Plan only), Permissions, Preferences, Billing History, Task Users, SSO, News Streaming, and Signup Links.
  • Billing — Manage your Ryver subscription.
  • Integrations — Set up Inbound Webhooks, Outbound Webhooks, and Zapier Integrations.
  • Import — Import your Slack or HipChat data.
  • Help — Access Ryver Support, discover Keyboard Shortcuts, learn text Formatting commands, and Contact Support.
  • Logout — Logout of your Ryver Organization.
  • Switch Organization (Mobile App only) — Switch to another Ryver Organization account.
    • NOTE: Switching Organizations can only be done in browsers by logging out and logging in to a different Organization URL, and it can only be done in desktop apps by adding Organizations to the Org Switcher Bar on the far left side of the app window.

My Settings

You can customize your Ryver experience in the My Settings controls.

  • Preferences — Adjust Navigation views, Pinning order, Inputs and Shortcuts, Chat embeds, Integrations, and Reset Help Banners.
  • User Account — Change your Username, Password, Email address, and Time Zone. You may also choose to leave your Organization here.
  • Profile — Edit your Display Name, Role, About Me, and Phone Number.
  • Notifications — Edit Notifications settings for Desktop, offline emails, sounds, in-app notifications, notification deletion, and mobile push notifications. You can also adjust global notification default settings.
  • My Forums — Pin a Forum to your left nav bar, edit Notifications settings for individual Forums, and leave a Forum.
  • My Teams — Pin a Team to your left nav bar, edit Notifications settings for individual Teams, and leave a Team.