Managing Your Team, Roles, and Workspace Permissions
Written By Stacey Kessler
Last updated About 1 month ago
Welcome to Raise! Our platform is built to help your organization stop reacting to funding opportunities and start owning them. Because building a successful, diversified funding pipeline takes a village, Raise makes it easy to bring your founders, research teams, innovation leads, and external grant consultants into a single workspace.
This guide will walk you through how user roles work, how to invite team members, and how to seamlessly navigate multiple accounts.
Navigating Multiple Accounts
If you are a grant consultant managing a full portfolio, or a researcher working across multiple university spinouts, you don’t need multiple logins. Raise natively supports multi-tenancy.
When Joining a New Organization for the First Time
When you click a secure invitation link from an email to join a new workspace, Raise will show you a one-time onboarding screen titled Select an Account. This page explicitly outlines the name of your new organization, its entity badge (like Non-Traditional or Academia), and your assigned role. Once you click Accept Invitation, this organization is linked to your profile.
Switching Accounts During Your Daily Workflow
On a normal day, logging into Raise takes you straight to your central Dashboard. To switch between your connected organizational accounts at any time:
Click the Organization Dropdown Menu located at the top left of your screen (right next to the Raise logo).
Look through the list of your connected spaces. You will see a checkmark next to the organization you are currently working in, as well as badges indicating your role (such as manager or owner) in the other spaces.
Simply click the name of the account you want to switch to. Raise will instantly reload your workspace view to display that organization's profiles, projects, and funding roadmaps—no logging out required!
Understanding User Roles & Access Levels
To protect sensitive corporate identifiers and intellectual property, Raise offers three distinct user roles. When assigning roles, you can customize exactly what your team members can see and do.
Granular Access Options for Members
When you invite a Member, you can choose from three distinct access levels to ensure team members only see what is relevant to them:
Full Account: Grants unrestricted viewing and editing rights across the entire workspace.
Specific Profiles: Restricts the user strictly to designated Contracting Profiles (such as specific SAM IDs, government identifiers, or award history).
Specific Projects: Limits the user's view entirely to a single innovation or product pipeline, keeping your other strategic funding roadmaps completely private.
How to Invite Team Members
Ready to bring your team into Raise? Owners and Managers can send invitations in just a few clicks.
Step 1: Check Your Seats
Before sending an invite, navigate to Account on your left-hand sidebar menu and click into the Team tab. At the top of your team roster, you will see your live seat tracker (for example, 2 / 4 seats used). Ensure you have an available seat before proceeding.
Step 2: Send the Invitation
Click the + Invite User button at the top right of the screen.
Enter your teammate's email address (user@example.com).
Select their Role (Owner, Manager or Member) from the dropdown menu. (Note: If you are a Manager, you will only see the option to invite Members).
If you selected the Member role, you will go on to choose their Access level. Decide whether they should have access to the Full Account, Specific Profiles, or Specific Projects.
Click Send invite.
Need additional seats?
Reach out to our Support team to get you set up with additional seats for your organization at support@theraiseapp.com.
The Onboarding Journey: What Your Teammate Sees
We have designed the onboarding experience to be incredibly smooth and secure for your invited team members.
The Email Invite: Your teammate will receive an automated email containing a secure invitation link.
The "Accept Your Invite" Pop-Up: Clicking the link brings them to a secure confirmation page. This window explicitly names the organization they are joining and the role they are being assigned (e.g., "You've been invited to join Small Business Consulting Network, Inc. (SBCN) as manager."). They simply click Accept Invitation.
Instant Dashboard Entry: Once accepted, Raise instantly updates their profile on the backend and takes them into the platform. From that moment on, the new workspace is available right inside their top global organization dropdown menu!
Quick Troubleshooting FAQs
I am a Manager, but the system won't let me invite another Manager. Why?
To maintain account security, only the Owner of the workspace is permitted to invite and provision other Managers. You can still invite team members as Members and customize their access exactly where you need them!
I am an external consultant working with multiple startups. Do I need separate logins for each?
Not at all! As long as each organization invites your single email address, you can access all of your client workspaces under one login. Simply use the top global dropdown menu to instantly toggle between client environments during your day.
If I limit a team member to "Specific Projects," can they see our company's SAM.gov or historical award details?
No. Restricting a Member to a specific project completely locks down the rest of the workspace. They will only see the technical details, matches, and proposals associated with that explicit project, keeping your central contracting profile and main pipeline secure.