1. The Lounge
The Lounge serves as the initial gateway for the New Rise Platform, acting as a central hub where users choose their destination after signing in.
Core Components
Workspace Selection: The primary functional area of the page. It lists all active environments associated with the user's email.
My Profile: A direct link to manage personal account settings and user-specific details.
Contractor Workspace: Provides a quick view of the user's current professional balance and serves as the entry point to managing work-related tasks.
Authentication Control: A Sign Out button is located in the top-right corner for secure session termination.
Support Access: A persistent chat icon in the bottom-right corner allows for immediate assistance if a user encounters issues during navigation.
2. Dashboard
The Dashboard serves as your primary command center for a quick overview of your financial status.
Welcome Header: Displays a personalized greeting and quick access to notifications.
Available for Withdraw: Shows the total liquid balance currently available for transfer.
Recently Used Accounts: Provides quick-click cards for your most frequently used bank or crypto accounts.
Quick Withdraw: A simplified widget to initiate a transfer by selecting an account and entering an amount directly from the home screen.
Transactions Activity: Features a bar chart visualizing your financial activity over time.
2. Balance Overview & Profile Management
Accessible via the sidebar or the profile widget at the bottom left.
Balance Breakdown: Provides a detailed view of your total estimated balance, specific currency holdings (e.g., USD),
Workspace Switching: Allows you to toggle between different profiles, such as a "Contractor Workspace," or access Rise Legacy V1.
3. Withdraw
This section manages how you receive and move your funds.
Direct Deposits: Features a "Payout Distribution Flow" (Sankey chart) that lets you set automated percentages to distribute your income across different accounts (e.g., 40% to Rise Balance, 50% to a bank account, 10% to crypto).
For more information: How to Set Up Direct Deposits on the New Rise | Rise Help Center
Withdraw Options: Displays all current available balances across fiat and crypto, alongside a list of your linked external accounts for manual transfers.
External Accounts: The management hub for adding new destinations for your funds, including Arbitrum Wallets, Base, Coinbase accounts, or local bank accounts.
4. Earn
A dedicated space for managing yield-bearing assets.
Yield Performance: Shows your available balance in stablecoins (like USDC) and tracks "Performance Over Time" through detailed line graphs.
Integration Details: Displays the protocols powering the yield, such as Aave or Circle, and allows for "New Contributions" or "Redeeming Balance".
For more information: Getting Started with Rise Earn | Rise Help Center
5. Payments (Accounts Receivable)
This tab is for tracking income and managing invoices.
Financial Metrics: Summarizes the "Total Received" and "Total Pending" funds for the current month.
Invoice List: A searchable table of all payments including the sender, amount, status (e.g., Complete), and the date the payment was created or fulfilled.
6. Time Entries
Used for logging work hours to ensure accurate billing.
Drafts & Pending: Shows a summary of pending totals for the month and a list of "Draft Time Entries" that have not yet been submitted.
Submission: Includes a "New Time Entry" button to start a new log of hours.
For more information: How to Create and Manage Invoices on the New Rise | Rise Help Center
7. Account History
A comprehensive ledger of all past platform activity.
Activity Filters: Allows you to filter history by "Completed," "Pending," "Failed," "Reverted," or "Legacy" (V1) transactions.
Transaction Detail: Each entry shows the date, entity involved, transaction type (Withdraw or Payment), amount, and the resulting account balance.
8. Documents
The Documents section is the central repository for all legal and professional agreements within the Rise platform. It provides a structured view of active, pending, and archived paperwork.
Core Components
Document Categorization:
Documents Tab: Displays internal platform agreements, such as the "Professional Services Agreement."
External Documents Tab: A dedicated space for files or contracts uploaded from outside the Rise ecosystem.
Search and Filter Tools: A comprehensive search bar allows for quick retrieval by document title, while the "All filters" dropdown enables sorting by specific criteria.
Document List & Metadata:
Name & ID: Clearly identifies the document and its unique system ID.
Created Date: Tracks when the document was first generated.
Document Lifecycle: Shows the effective dates or duration of the agreement (e.g., Jan 05, 2026 – Jan 05, 2027).
Status Indicators: Visual tags (like Draft) that indicate the current stage of the document.
Signers: Displays the initials of all parties involved in the signing process for quick stakeholder identification.
Utility Icons: The top-right header includes a "Copy" or "View" icon for quick actions and a user profile shortcut.
Purpose
This section ensures transparency and organization for contractors and clients alike, making it easy to track the legal status of a workspace, verify expiration dates, and ensure all necessary parties have signed off on active agreements.
9. Quick Actions Menu
Located in the top-right corner of the interface, the User Profile Icon acts as a global gateway to personal account management and essential platform utilities.
Core Components
The Avatar Icon: A circular identifier (displaying the user’s initial, e.g., "S", or a profile photo) that serves as the trigger for the dropdown menu.
User Identification: The header of the menu confirms the current user identity and role (e.g., Sarah Brown – Contractor), ensuring the user knows which profile they are currently operating under.
Menu Options:
Go to My Profile: Navigates to the personal settings area to manage contact information, security, and preferences.
Support: A direct link to the help center or customer service for technical troubleshooting.
Anonymous Incident Reports: A specialized, secure channel for reporting workspace issues or compliance concerns with privacy.
Sign Out: Ends the current session and returns the user to the login screen.
10. Profile
The My Profile page is the central location for managing personal information, verification status, and on-chain identity within the platform.
1. Profile Sidebar
The left-hand card provides a snapshot of the user's verified status and essential identifiers:
Verification Badge: A "Verified" checkmark confirming that the user has completed the necessary identity protocols.
Rise ID / Wallet Address: Displays the unique on-chain identifier (e.g., beginning with 0x455B...)
Contact & Region: A high-level view of the associated email address and the user's registered country (e.g., United States of America).
View Details: A call-to-action to expand specific profile metrics.
2. Details Section
This area contains the core administrative data for the user:
Full Name & Alias: Fields for First Name, Middle Name, Last Name, and a customizable Alias.
User ID: A unique platform-specific alphanumeric string used for internal support and system tracking.
Rise ID (Read-only): A permanent on-chain address linked to the account. Includes a "View on Arbiscan" button, allowing users to verify their account status and transactions directly on the blockchain explorer.
Personal Info: Editable fields for Date of Birth and Phone Number, with a "Save Updates" button to commit changes.
3. Profile Documents
Located at the bottom of the details view, this section hosts essential personal agreements:
Master Service Agreement: Provides a direct link to the primary contract governing the user's relationship with the platform.
11. Security
The Security section centralizes the tools needed to safeguard your account and manage how you interact with the blockchain.
Core Components
Authorized Wallets: Manage external blockchain wallets used to execute transactions. Users can view the current owner wallet address and add new ones via the "Add Wallet" button.
Mobile Passkey: Enhances security by allowing users to authorize transactions from any device using biometrics or a hardware key.
Email & Recovery: Displays the primary account email and provides an option to "Set Your Recovery Email" for emergency account access.
Connected Accounts: Allows users to link social or third-party providers (like Google) for simplified login.
Multi-Factor Authentication (MFA): A critical layer of protection. Users can enable an Authenticator App to protect their sign-in process.
Recover your RSK: A specialized tool to recover the Rise Security Key (RSK) by creating a new passkey. Note: This involves a waiting period for security verification by the Rise team.
12. Device Management
This section provides transparency into every device that has accessed the account, serving as an early warning system for unauthorized access.
Core Components
Connected Devices: Shows the currently active session (e.g., "Edge on Windows"). It displays the location, IP address, and last active timestamp. Users can sign out of unrecognized devices individually or refresh the list.
Recent Activities: A historical log of sign-ins, including the device type, IP address, and date.
Reporting Tools: Direct links to "Report unrecognized device" or "Report suspicious activity" are available to immediately alert the security team.
13. User Session
The User Session (or My Session) page provides a granular, technical log of all actions performed during the current session.
Key Data Points
Method & URL: Shows the technical API calls made (e.g., GET /dashboard/profile).
Description: Translates the technical path into a readable action (e.g., "Get profile details").
Status: Confirms whether the action was a "Success" or encountered an error.
Created at: A precise timestamp (including milliseconds) for every interaction.
14. Sidebar Navigation Tip
At the top of the sidebar, you'll also find the Dark Mode Toggle (the moon/sun icon), allowing users to switch between light and dark aesthetics instantly. We love dark mode here!
15. Exiting Profile Settings
Method 1: Returning via the Lounge
Clicking the Rise Logo in the top-left corner of the sidebar will immediately take you back to the Lounge.
Best for: Users who want a fresh start or need to switch between different workspaces entirely.
Action: Simply click the white Rise icon at the very top of the sidebar.
Method 2: Using the Workspace Switcher
You can switch directly to your active dashboard without leaving the current screen by using the Profile Switcher at the bottom of the sidebar.
Action: Click on your name (e.g., Sarah Brown) in the purple box at the bottom of the sidebar.
Selection: This opens a pop-up menu labeled "My Profile." Select your specific workspace (e.g., Contractor Workspace) from the list.
Status Indicators: If there are pending tasks, you will see an "Action Required" badge next to the workspace name, helping you prioritize where to go next.
Quick Tip
If you are already in a workspace and just need to get back to your main overview, clicking the Dashboard link (located at the top of the main sidebar menu) is the fastest way to see your active tasks and balance.