New User Orientation Guide

This guide will ensure you get up and running on RISR in no time by providing helpful resources and links to different areas of our Knowledge Base, PDFs, and User Guides.

Guides, Explainers, and Useful PDFs

• Prospecting with RISR
• Client-facing Marketing Materials
• Business Valuation Model Explainer
• RISR's Guides to Engaging Business Owners
• RISR's offline Fact Finder PDF
• How Business Owners Enter Data in RISR
• Understanding RISR's Business Insights report

New User Orientation Video

Watch Video

Profile set up

• Exploring the "Profile" and "Account Management" tabs.
• Adding an Assistant or Authorized User

Account management (for Admin users)

If you are an administrator for your account, you can add/remove user access in your "Account Management" tab within the "Members" subsection

• How to add custom disclaimers and Firm logo

Adding your first user

Adding your first user is simple. Below is a video guide that walks through creating a new client. Also below are user guides regarding best practices for data entry and prepping your client before inviting them to share data in RISR.

• Video Guide: How to add a new Business Owner Client
• User Guides:
  • Data Entry Best Practices
  • Document Uploader FAQs