Managing your account

Rivet keeps account controls in two distinct places: the account panel (things about you) and the settings tabs (things about how Rivet behaves on incoming calls and texts). Knowing which is which saves you a lot of hunting.

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The account panel

Tap your avatar in the top-right corner of any screen. A panel slides in from the right with everything tied to your identity:

• Signed in as — the email address attached to your account.
• Your practice name — sits under your email so you can confirm at a glance which account you’re in.
• Your Rivet Number — the local Canadian number Rivet provisioned for you. Formatted, tap to copy.
• Auto-Reply card — the live status of your auto-responses. Tap to open the editor. Read more in Customizing your auto-response.
• Notifications (desktop only) — browser-push toggle plus a one-line hint that describes what you’ll get notified about.
• Biometric Unlock (phone only) — Face ID, Touch ID, or fingerprint toggle. Flipping it on prompts your biometric immediately as proof you can actually use it; we won’t save the preference unless the prompt succeeds.
• Get Help — opens a fresh SMS thread pre-addressed to Rivet support.
• Data Processing Agreement — the version you accepted, the date you accepted, and the full text on tap.
• Privacy Policy and Terms of Service — open the canonical versions at getrivet.ca/privacy and getrivet.ca/terms in your browser.
• Sign Out — a full-width red button. Clears the session, the biometric preference, and the cached data on this device.

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The settings tabs

Reachable from the bottom nav on phone, or the sidebar on desktop (**Cmd

• 6**, Cmd + 7, Cmd + 8):

• Auto-Reply — turn each voicemail category’s automatic reply on or off, and edit the reply text per category.
• Greeting — your voicemail greeting. Use the default, record your own, or upload an audio file.
• Forwarding — instructions for forwarding your existing practice number to Rivet, organised by carrier.

These are about how Rivet handles calls, not about your account identity. A new colleague borrowing your laptop and signing in as themselves should see your Auto-Reply text wiped clean — because it belongs to the account, not the laptop.

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Where things are NOT

A few controls you might look for that don’t exist as in-app surfaces:

• Change your email address — not in the app. Email hello@getrivet.ca and we’ll re-bind your account.
• Change your phone number (the Rivet line) — not in the app. See Changing your Rivet number.
• Billing and invoices — handled by Stripe outside Rivet. See Invoices and receipts.
• Cancel your subscription — handled by emailing us. See Canceling your account.

This is intentional. We’d rather a human-touched cancellation, billing, or number change than build a dashboard that you’ll use once a year.

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