Strise

Helpful if you are handing over your portfolio to another colleague

How to change a customer responsible (assignee) on a portfolio

How to move a company to Review

Do the company get notified if I click on it?

In this article we'll take a look at how you can easily add and change the status of a company.

How do I change the status of a company?

How to reset password

Change E-mail Address in Strise

Upload your Portfolio to Strise

Users & Managers

See all the new feature updates from Strise.

News from Strise!

In this article you will learn how you can make sure all Strise Review PDF reports can be imported into your own archives/system.

How to get Review PDF reports into your internal archives

What is a global entity?

What notifications can you see in the 🔔 symbol?

Notifications

The search functionality is the entry point for performing KYB and AML checks. It allows you to quickly locate a legal entity within Strise using its name or official registration…

How to Search a Company in Strise

Andrew Kessler

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Frequently Asked Questions 

strise.ai

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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