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.
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