1. Accept Your Client’s Invitation
Your Rise account isn't fully complete until you are connected to a Payer (your client).
How it works: Your client sends an invitation using your email address.
Where to find it: Check your email or look for a Pending Invitation action item in your dashboard.
Troubleshooting: If you don't see an invite, contact your client directly to confirm they have sent it to the correct email address.
If you already have a Rise Account, you can also accept your invitation from your Profile workspace by clicking the top right corner of your Profile screen.
2. Understanding Your Workspaces
If this is your first time using Rise V2, your dashboard might look simpler than expected.
The "Lobby" Workspace: Immediately after logging in, you will only see a Lobby showing your Profile Workspace option. The Lobby acts as a central hub where you choose which environment to enter:
The "Contractor/Employee" Workspace: You will not see a workspace to check funds or contracts until after you accept an invitation. Once received and accepted, a separate workspace will appear.
For more information, you can consult here: Understanding Account Levels in Rise V2: Organization vs. Team | Rise Help Center
3. Sign Necessary Documents
After accepting the invitation, check your Action Items in your Contractor/Employee Workspace. You cannot receive funds until the required contracts are signed.
You’ll be taken to the Documents section, where you just click on the document’s name to open it, read it, and sign it.
Please read it carefully, then scroll down to sign it within your Rise Account. Only sign in if all the details are correct. If you’re unsure, contact our support team.
You can download the documents by clicking on the doc icon next to the document title.
Common Documents: Most users need to sign a PSA (Professional Services Agreement) and an MSA (Master Services Agreement).
Waiting for the Payer: In some cases, your client must sign a document first. If you can't sign yet, don't worry—the system will notify you as soon as the document is ready for your signature in the Documents section.
4. Receiving Payments
Once all documents are signed by both parties, your account is active and eligible to receive funds. Depending on your arrangement, payments happen in one of two ways:
Invoicing: You may need to issue an invoice to your client through Rise to trigger the payment.
Direct Payment: Your client may send payments automatically or manually without requiring an invoice.
Check here to learn more about Issuing Invoices: How to Create and Manage Invoices (Payee Guide) V2 | Rise Help Center
5. Set Up Your Withdrawal Method
Pro Tip: You do not need to wait for your first payment to set up your banking details. We recommend setting up your withdrawal method immediately so you are ready to go when funds arrive.
Go to the Withdrawal Tab in your new workspace.
You can connect a local Bank Account or a Crypto Wallet.
(For detailed instructions on connecting a bank or wallet, please refer to: How to Add a Bank Account for Withdrawals on V2 | Rise Help Center and How to Add a Crypto Wallet for Withdrawals on V2 | Rise Help Center)
And that’s it! For more information on how to navigate your Rise Payee Account, check out our Help Center, and don’t hesitate to contact us at hello@riseworks.io if you have any questions.