Getting started with your client portal

Activate your RizeHub account, log in, find your way around the dashboard, and set up notifications in a few minutes.

1. Open your invite email. Tap the button inside your invite email to activate your account — it only works once, so use it on a device you trust.
2. Set your password. Choose a password you will remember. This is the key to everything in your portal.
3. Land on your dashboard. You arrive on your home screen. The left menu is your map: Projects, Tasks, Invoices, Contracts, Reports, and Chat.
4. Take the quick tour. A short guided tour points out where things are. You can replay it any time from the menu.
5. Turn on notifications. Keep email updates on so you never miss an invoice, a report, or a reply from your team.

Common questions

My invite link says it expired. What do I do?

Invite links are single-use for your security. If yours expired or was already opened, just message us and we will send a fresh one.

Can more than one person from my business log in?

Yes. Tell us who should have access and we will send each person their own invite so everyone stays on the same page.