Businesses
Everything you need to know as a business
35 articles
- Payer-Admin Navigation GuideThis guide walks Account Admins through every section of the platform. Each entry explains the page's main purpose and the key features you'll use. Use it with the platform to…
- How to Update a Team Member's Role to Process Payments on RiseLearn how to give a team member the right role to authorize and execute payments on your behalf. For Payers and Account Admins only.
- Understanding Account-Level Roles on Rise: Admin, Finance Admin & Payment InitiatorA clear breakdown of the three account-level manager roles on Rise — what each can and cannot do across payments, transactions, and invitations. For Payers and Account Admins only.
- 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…
- Payer FAQ: Everything You Need to Manage Your Business on RiseA complete FAQ and resource guide for Payers and Account Admins on the Rise platform. Find answers and links to the right articles for onboarding, funding, payments, team management, payroll,…
- 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. This…
- 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 RiseLearn 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…
- Rise's Integrations and Integrating with RiseDiscover how Rise connects with external ecosystem services across three key dimensions: Wallets, Chains, and DeFi protocols. This article provides an overview of how these direct integrations expand your capabilities.
- How to Create a TeamLearn how to create and set up a new team in your Rise organization. This guide covers who can create teams, step-by-step instructions, what to do after creation, and key…
- Setting Up Slack Notifications for Payment & Payroll ActivityA guide for payer organizations This article walks payers through connecting Slack, choosing channels, and troubleshooting common issues.
Funding
Everything you need to know before funding your account
Payments
Everything you need to know before paying your contractors
- Payment Types & Creating Payments on the New RisePaying your contractors or employees on the New Rise. This guide is for Payers and Account Admins only
- How to Make a Batch PaymentThis 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 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…
- How to Format CSV for Batch Payments in Excel
Team/People Section
Everything you need to know about the Team section
- Managing Your Team in the People SectionA complete guide to the People section for Payers and Account Admins — covering views, filters, member statuses, per-member actions, and how to read each column. This guide is for…
- 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. This guide is for Payers and…
- How to Remove a Team MemberThis guide explains how Payers can safely remove a contractor or employee from a specific Team within your organization. This guide is for Payers and Account Admins only.
- How to Invite Team MembersThis guide explains how to add new employees, contractors, or admins to your team. You can invite members individually or in bulk. This guide is for Payers and Account Admins…
- What's the Team section for?
- Disabling Anonymous ContractorsLearn how to require all team members to display their verified legal names by turning off anonymous onboarding in your organization settings.
Document Section
Everything you need to know about the Document section
- 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:
- Managing Your Document HubThe Documents section serves as your centralized repository for all professional agreements. This dashboard provides a comprehensive view of the essential paperwork that powers your collaborations with independent contractors.
Payroll
Everything you need to know about Payroll on Rise
- Understanding Payroll Programs: US EOR, UK EOR, and What They MeanOnce your payroll program is set up, you can start adding employees to it. This guide walks you through the full process — from adding the employee to what they…
- Payroll FAQ: Common Questions and How to Solve ThemThis guide is for Payers and Account Admins who manage payroll in Rise.
- How to Set Up Your First Payroll ProgramThis guide is for Payers and Account Admins setting up payroll for the first time. Before your employees can be paid through Rise, you need to set up a payroll…
- How to Add an Employee to PayrollOnce your payroll program is set up, you can start adding employees. This guide walks you through the full process — from adding the employee to what they need to…
- How to Transfer Balance Between Accounts to Fund PayrollIf you have funds in one team but need to cover payroll in another, Rise lets you transfer balances internally without going through a bank. This is the fastest way…
- 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. This guide is for Payers and Account Admins only
- 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. This…
- Understanding Cash RequirementsCash requirements are the total amount Rise needs from your account to pay your employees on time. Understanding how they're calculated — and when they're due — helps you plan…
- The Future of Global Hiring with Rise EORThe old playbook for global hiring is broken. It’s time to hire the world’s best talent without the red tape. Rise EOR—the solution designed to handle the heavy lifting of…
- PEO or EOR: Making the Right ChoiceThis article breaks down the differences between EORs and PEOs, guiding you to the right choice for your business. We’ll also explore why Rise EOR is an excellent option for…