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Getting Started Guide

Here is general guideline to start with RISE. There are some mandatory works which are highlighted. Other points are optional and you can skip them based on your needs.

Setup the App settings.
- Setup the general settings.
- Setup the email settings.
- Uncheck the modules which you don't want to use.
- Setup the notification settings.
- Setup the cron job to enable some automated works on your server.
Invite your team members.
- Create new roles and set permissions for the roles.
- Assign the roles for the team members.
- Create teams to easily set permissions and notifications for different teams.
Create your clients.
- If you want to enable/disable the client portal, please setup the client permissions.
Add your projects.
- Add new project members from the project details page. Only the project members can access the projects.
- Add the project tasks and assign to the project members.
Create new invoices and send to your clients.
- Setup the company settings and upload the logo for invoices.
- Setup the invoice settings.
- Setup the taxes settings.
- Setup the payment methods.
Setup the support tickets.
- Setup the IMAP settings if you want to create tickets from a mailbox.
- Setup the knowledge base to share predefined guidelines for your clients.

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Getting Started Guide