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.

New User Orientation Video

Watch Video

Profile set up

• Video Guide: Exploring the "Profile" and "Account Management" tabs.
  
  
• User Guides:
  • How to add custom disclaimers and Firm logo
  • Adding an Assistant or Authorized User

Account management

If you are an administrator for your account, you can add/remove user access in your Account Management tab under the “Members” subsection.

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
  • How do I prep my client before sending them a data entry request?
  • Document Uploader FAQs