Please note that this article is referring to V2 of our product. If you're not sure which version you're on, please reach out to our support team.
Below, we break down the different account levels and how to use them.
Organization:
The organization oversees all teams, where you can create new ones. You can also deposit funds from external wallets or bank accounts into the organization and then redistribute them to other teams as needed. A summary of all teams is available on your organization dashboard for easy management and viewing.
Team:
At the team level, you can make payments and send invitations. You can view all their documents, payable accounts, and onboarding statuses. Additionally, you can manage the payroll system for your employees at this level and check your subscription. Essentially, this is where you’ll focus on issuing payments and inviting team members.
The left menu bar allows you to change these levels. Once changed, the Rise Balance will also show the current balance from the team or the organization.