RapidRatings

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Company List Segmentation and Corporate Hierarchy

Cheat Sheet: Company Reports and Resources

Evaluating the Tiers of your Vendor Network

This article explains how RapidRatings’ company matching process identifies and categorizes companies efficiently. You’ll learn what data to provide, how to prepare and prioritize your lists, and how to review…

Company Matching

ActionPath Automated Request Program

Kailey Buxbaum

Jack Bertolini

Caroline Polio

Initial Setup and Administrative Tasks for Program Managers

Program Administration

Overview of user roles and access privileges.

Determine the Users

This article explains how primary users can manage users within the portal. It also covers common user management actions including adding users, editing user access, resetting passwords, enabling multi-factor authentication…

User Management – Overview

User Management – Configuring Security Settings

Learn how to troubleshoot common user management issues.

User Management – Troubleshooting & FAQ

Guide for Client Administrators on Managing RapidRatings Users

User Management

Linking Supplier IDs to ratings within Client's portfolios, Benefits, Common Fields Added, How the IDs are linked

Organizational Data - Adding Unique Identifiers to your Ratings

Learn how to link your organization's supplier and vendor data to RapidRatings ratings and leverage that information in portfolio reporting and analysis.

Organizational Data

Setting Up Alerts for Yourself

Setting Up Alerts for Others

Learn how to create and manage alerts to stay informed about changes in company ratings, financial risk, and news affecting your counterparties.

Alerts & Notifications

Understanding Monthly Utilization Metrics

Understanding the Platform Access Model

Understanding Your Credit Usage Dashboard

This is a collection of articles that walks through how clients are charged based on their program and how they are able to view usage.

Program Usage and Credit Monitoring

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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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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