Skip to main content

The New Rise

How To Guides for the New Rise Platform

34 articles
How to Reset Your Passkey on the New RiseIf you’ve lost the device or password manager storing your Passkey, no need to stress. As long as you can still access your Rise account, you can start a Passkey…
How to Add a Funding Method on the RiseAdd a funding method to begin paying your contractors or employees on the New Rise
Payment Types & Creating Payments on the New RisePaying your contractors or employees on the New Rise
Understanding Account Levels on the New RiseIn the new Rise platform, your account structure depends on your account type. Whether you are a Payer (Company) or a Payee (Contractor/Employee), your experience is organized into two distinct…
What's the Difference Between a Passkey and a Password Manager?Passkey vs. Password Manager
Adding a Mobile Passkey on the New RiseLearn how to enhance your account security and streamline your withdrawal process by setting up a Mobile Passkey. This guide provides step-by-step instructions for linking your mobile device to your…
Adding Connected Accounts on the new RiseHow to add connected accounts to your Rise account for easy verification and login.
How to Enable Multi-Factor Authentication (MFA) on the New RiseLearn why and how to setup MFA for your Rise V2 account.
How to Onboard as a Payee on the New Rise PlatformA Payee account is designed specifically for receiving payments. If you are a contractor or employee, you have likely received an email invitation to join your client's team on Rise.…
How to Onboard as a Payer on the New Rise PlatformA Payer account is designed for businesses, managers, and entities looking to fund accounts, manage global payroll, and pay contractors or employees. Onboarding your organization is simple and fully integrated.…
How to Remove a Team Member on the New Rise PlatformThis guide explains how Payers can safely remove a contractor or employee from a specific Team within your organization.
How to Make a Batch Payment on the New RiseThis guide walks you through paying multiple team members at once with the "Batch Pay" feature. You can either pick members manually or upload a CSV file. Note: In Rise…
How to Invite Team Members on the New RiseThis guide explains how to add new employees, contractors, or admins to your team. You can invite members individually or in bulk. Note: Invitations are managed at the Team Level.…
How to Add a Bank Account for Withdrawals on the New RiseThis guide explains how to link your bank account to Rise so you can withdraw your earnings.
How to Add a Crypto Wallet for Withdrawals on the New RiseThis guide explains how to link a cryptocurrency wallet (such as MetaMask, Coinbase, or others) to Rise so you can withdraw your funds.
How to Set Up Direct Deposits on the New RiseThe Direct Deposit allows you to automate your income. Instead of logging in to withdraw funds manually, you can configure Rise to automatically route your earnings to your preferred Bank…
How to Create and Manage Invoices on the New RiseIf your contract requires you to issue invoices to receive payment, you can handle everything directly within your workspace. Follow this guide to create, send, track, and export your invoices.
First Steps for Payees: What to Do After Onboarding on the New RiseCongratulations on completing your initial onboarding! Now that your profile is set up, there are a few final steps to take before you can start receiving and withdrawing funds.
Introduction to Passkeys on RisePasskeys offer a faster, more secure way to perform actions in your Rise account without ever needing a password.
Getting Started with Rise EarnPut your money to work. Rise Earn allows you to earn passive income on your Rise balance through our partnership with Aave, one of the world’s most trusted decentralized liquidity…
How to Set Up Your Rise Earn AccountRise Earn allows you to put your idle funds to work. By converting your USD balance to USDC, you can automatically generate passive yield.
How to Enable Withdrawal Fee CoverageAs a payer, you can ensure your contractors receive their full payment without worrying about transaction fees. Enabling the Fee Coverage feature lets you cover withdrawal fees so your team…
Learn More About Platform SettingsA comprehensive guide to the 'Configs' tab in Organization Settings. Find out how to toggle platform permissions, require PSA or SOW signatures, and customize your team’s workflow on Rise.
How does the PSA document work?The Professional Services Agreement (PSA) is designed to streamline the engagement of high-level talent by combining robust legal protections with integrated financial technology. Learn more below:
How does the SOW document work?The SOW functions as the specific "Work Order" that triggers the payment and performance obligations defined in the PSA. Here is how it works:
Passkeys FAQ & TroubleshootingTo keep your funds and account details as secure as possible, Rise uses passkeys. This guide covers everything you need to know about what they are, how they work on…
How to Delete/Archive a TeamIf you are a payer and the owner of an organization, you have the authority to manage and edit your teams in your workspace. While the interface allows you to…
Managing Your Currencies: PreferencesTailoring your dashboard to your specific business funding workflows makes executing payments more efficient. This guide covers how to customize your currencies to match your funding accounts and execute fiat…
Converting Currencies on the New Rise PlatformLearn how to seamlessly convert currencies directly within your dashboard. This guide covers how to swap between our 21 supported fiat currencies, understand the automated USD/USDC withdrawal process, and manage…
How to Redeem Your Funds From Your Rise Earn AccountRedeeming your staked balance is a straightforward process that converts your funds back to USD and returns them to your Rise Balance. Follow these steps to complete your redemption.
Navigation Guide - Payee-ContractorThis document details the functionality of each tab in the New Rise platform's sidebar, helping manage payments, compliance, and work records.
How to Terminate an EmployeeManaging team transitions smoothly is a vital part of payroll administration on Rise. This guide walks you through how to submit an official termination request directly within the platform.
How to Switch a Team Member from Employee to ContractorChanging a team member's status from an Employee to a Contractor on the New Rise Platform requires a specific, sequential process. Follow this step-by-step guide to complete the transition smoothly…
Understanding Your Master Services Agreement (MSA)Welcome to Rise! When you partner with us to manage your global team, our Master Services Agreement (MSA) serves as the foundational contract between your company and Rise Works, Inc.…