Settings & admin

Managing users in Rizer controls who has access to your recycling data and what they can do with it. As your team grows or changes, you’ll invite new members, adjust permissions, and occasionally deactivate accounts. This article covers user management — inviting team members, understanding roles, managing access, and handling common user administration tasks. Accessing … Users and Permissions

Nurturing configuration covers the infrastructure that powers your email workflows — domains, senders, and default settings. Before you can create flows and send emails, this foundation needs to be in place. Once configured, it mostly runs quietly in the background. This article provides an overview of nurturing configuration and how the pieces fit together. For … Nurturing Configuration

Recycling configuration controls the mechanics of how deals and leads flow between HubSpot and Rizer. Which pipelines do you import from? Where do re-engaged deals go? Should Rizer automatically create records, or wait for manual action? These settings shape how recycling works for your team. This article covers import settings, export settings, auto-creation strategies, and … Recycling Configuration

Your HubSpot connection is the foundation of Rizer Recycling. Everything flows through it — lost deals come in, recycled opportunities go back out, contacts sync, and the Rizer card appears in HubSpot records. When the connection works smoothly, you barely notice it. When something’s wrong, everything stops. This article covers how to manage your HubSpot … HubSpot Integration Settings

Organization settings control account-level preferences that apply across your entire Rizer Recycling workspace. These settings affect how information displays, what defaults are used, and how your organization is represented throughout the platform. This article covers how to view and update organization settings. Accessing Organization Settings [Screenshot: Organization settings page showing company details] The organization settings … Organization Settings