How to access the Client Portal
1. In Rise, click the support icon in the upper right corner. From the People Directory, the support icon will appear as shown below.
While using Payroll, the support icon will appear as shown in the below.
2. Click the Sign In tab, and you’ll be automatically signed in to the Client Portal.
3. The Home tab has a search bar linked to the Knowledge Base. Under Popular Articles, you’ll see Knowledge Base articles on frequently searched topics.
4. Click Knowledge Base to access articles and FAQs about the platform.
5. Click My Area to access your tickets. To learn more about managing tickets within the Client Portal, check out our How to manage tickets in Client Portal article.
6. To manage your profile, click your initials on the top-right corner, and click View Profile.
7. To update your profile picture, click the camera icon and select a picture.
8. Under Manage Profile, you’ll see your profile details such as Name, Display Name, Contact Information, Email, and Location. To make any changes, click Edit Profile.
Related Articles
How to manage tickets in Client Portal
To learn how to access the Client Portal, check out our How to access the Client Portal article. 1. Click My Area to access your tickets. To create a new ticket, click Add Ticket. 2. Next, you can enter the name or email address of a person you want ...Connect a third-party app with OAuth
The Rise Public API is currently available in early access. To request access for your organization, please contact Support. If a third-party tool needs to read data from Rise, you can connect it using OAuth. You create an OAuth application in Rise, ...Connect Microsoft 365 Copilot to Rise
Connect Microsoft 365 Copilot to Rise so your team can ask questions about your Rise reporting data inside Copilot. For what you can ask once it's set up, see Use an AI assistant with Rise. Early access: Connecting an AI assistant to Rise is ...Migrate to the latest version of Rise
Rise began as a simple payroll app, but we’ve grown into Canada’s leading all-in-one people platform. If you or your company joined us years ago, you might still be using our legacy setup. Now’s the time to upgrade! It’s free, takes less than a ...Connect Claude to Rise
Add Rise as a connector in Claude so you can ask questions about your Rise reporting data right inside a chat. For what you can ask once it's set up, see Use an AI assistant with Rise. Early access: Connecting an AI assistant to Rise is currently ...