Welcome to Rise! This guide is your go-to resource as a Payer or Account Admin. Whether you're just getting started or looking for a specific feature, use the sections below to quickly find the right article for your needs.
Need a full platform walkthrough? Start here: Payer-Admin Navigation Guide
🚀 Getting Started
New to Rise?
How to Onboard as a Payer on Rise — Set up your business account, complete KYB verification, and create your RiseID.
Understanding Account Levels on the New Rise — Learn how the Organization and Team levels work and what each one controls.
What is Rise Pay? — An overview of what Rise does and how the platform works.
Migrating from the old Rise?
The New Rise: Step-by-Step Migration Guide (Payer Edition) — Everything you need to move your account and team to Rise V2.
💰 Funding Your Account
How to Fund Your Rise Account — Add a deposit method and fund your account to start paying your team.
Account Funding through Crypto — How to fund your balance using cryptocurrency.
How to Transfer Balance Between Accounts to Fund Payroll — Move funds between teams internally without going through a bank.
Managing Your Currencies: Preferences — Customize which currencies are active on your dashboard.
Converting Currencies on the New Rise Platform — Swap between supported fiat currencies directly in your dashboard.
👥 Managing Your Team
How to Invite Team Members on the New Rise — Add contractors, employees, or admins individually or in bulk.
How to Create a Team on the New Rise | Rise Help Center —Create and manage teams on your Rise account at the Organization Level
Managing Your Team in the People Section — Your central directory for viewing and managing all team members.
How to Remove a Team Member — Safely remove a contractor or employee from a team.
How to Switch a Team Member from Employee to Contractor — Step-by-step guide for changing a member's status.
How to Terminate an Employee — Submit an official termination request within the platform.
How to Delete/Archive a Team — Archive a team while keeping records intact for auditing.
💸 Making Payments
Payment Types & Creating Payments on the New Rise — Overview of all available payment types and how to create them.
How to Make a Batch Payment — Pay multiple team members at once, manually or via CSV upload.
How to Enable Withdrawal Fee Coverage — Cover your contractors' withdrawal fees so they receive their full payment.
Failed or Returned Payments: Causes & Fixes — Understand why payments fail and how to resolve them.
🧾 Invoices & Documents
What is an Invoice? — How invoices work on the Rise platform.
How Does the PSA Document Work? — Learn about the Professional Services Agreement and its role in contractor engagements.
How Does the SOW Document Work? — Understand the Statement of Work and how it triggers payments.
Understanding Your Master Services Agreement (MSA) — The foundational contract between your company and Rise Works.
🏢 Payroll & EOR
How to Set Up Your First Payroll Program — Configure payroll for your team before adding employees.
How to Add an Employee to Payroll — Walk through the full process of enrolling an employee.
Understanding Payroll Programs: US EOR, UK EOR — Learn what EOR programs are available and what they cover.
Understanding Cash Requirements — How Rise calculates what you need on hand to cover payroll on time.
Payroll FAQ: Common Questions and How to Solve Them — Answers to the most common payroll questions for payers and admins.
PEO or EOR: Making the Right Choice — Not sure which model fits your business? Start here.
⚙️ Platform Settings & Configurations
Learn More About Platform Settings — Full guide to the Configs tab: invoicing permissions, anonymous onboarding, PSA/SOW requirements, and more.
Disabling Anonymous Contractors — Require all team members to display their verified legal names.
🔐 Security & Account Access
How to Enable Multi-Factor Authentication (MFA) — Add an extra layer of protection to your account.
How to Identify and Report Phishing Emails — Stay safe from scams targeting Rise users.
Status Page — Check platform uptime and troubleshoot transaction or website errors.
🤝 Still Need Help?
Can't find what you're looking for? Our support team is available via the in-app chat — just click the chat icon in the bottom right corner of your dashboard. We're always happy to help!