1. The Organization Level
Role: Treasury, Management, and Oversight.
The Organization level acts as the parent account. It is the central hub where you manage your corporate structure and control the flow of funds.
What you do here:
Fund Management: Deposit funds from external bank accounts or wallets into the Organization's balance.
Fund Distribution: Move money from the Organization to specific Teams.
Key difference: In V2, the Organization generally does not make direct payments to contractors. Instead, it acts as a "funding source" that allocates budget to the Teams.
Team Oversight: Create new Teams, view a summary of all existing Teams, and manage the overall workspace structure.
Use this level when: You need to top up your account or allocate budget to a specific department.
2. The Team Level
Role: Payroll, Hiring, and Execution.
The Team level is where the actual work happens. Each Team has its own Rise Account and specific balance, which it uses to pay its members.
What you do here:
Payroll & Payments: Execute payments to contractors and employees using the funds allocated by the Organization.
Member Management: Invite new workers, manage employees, and handle compliance documents.
Operational Settings: Configure chargebacks and view onboarding statuses.
Subscriptions: Currently, subscription fees are managed and paid at the Team level.
Use this level when: You are running payroll, hiring a new contractor, or checking a payment status.
3. The Profile Level
Role: Personal Management. The Profile Level serves as your private workspace within the platform, primarily focused on Personal Management.
Identity & Security: Check your personal documents, address, and Passkey settings.
4. How to Switch Levels
You can toggle between your Organization and your Teams at any time:
Look at the Left Sidebar menu.
Click the account selector at the bottom left side
Select the Organization to view global funds, or select a specific Team to manage payroll.
Feel free to reach out to our dedicated team at hello@riseworks.io if you need any further assistance.