RBRISA
Onboarding Guide
Getting Started Guide

From zero to fully operational
in under 3 days

Follow our step-by-step onboarding guide, watch video walkthroughs, and check off every task to get your freight operations running at full speed.

5

Setup Phases

21

Checklist Items

6

Video Tutorials

~2h

Core Setup Time

Your Progress0/21 tasks · 0%
PHASE 01·~15 min

Account Setup

Get your workspace ready

Create your RBRISA account

2 min

Sign up with your business email and verify your account via the confirmation link.

Create Account

Complete company profile

5 min

Add your company name, DOT number, MC number, and business address in Settings.

Open Settings

Upload company logo & branding

2 min

Customize your platform with your logo for rate confirmations and invoices.

Branding Settings

Invite your team members

5 min

Add dispatchers, billing staff, and managers with role-based access control.

Team Management

Configure notification preferences

3 min

Set up email and in-app alerts for load updates, margin alerts, and compliance events.

Notifications

Video Library

Watch & Learn

Platform Overview: RBRISA in 10 Minutes
10:24
Getting Started

Platform Overview: RBRISA in 10 Minutes

A complete walkthrough of the RBRISA platform — from the dashboard to dispatch, billing, and analytics.

14.2K views 10:24
Setting Up Your Carrier Network
8:15
Carriers

Setting Up Your Carrier Network

Import carriers, run FMCSA verification, set rate cards, and configure compliance alerts step by step.

9.8K views 8:15
Creating and Dispatching Your First Load
6:42
Dispatch

Creating and Dispatching Your First Load

Create a load, use AI carrier matching, generate a rate confirmation, and track delivery in real time.

11.3K views 6:42
Billing, Invoicing & Revenue Analytics
12:08
Billing

Billing, Invoicing & Revenue Analytics

Set up shippers, generate invoices, track aging, and analyze lane profitability with the revenue dashboard.

7.6K views 12:08
AI Orchestrator & Agentic Pipeline
9:33
AI Features

AI Orchestrator & Agentic Pipeline

Automate carrier outreach, rate negotiation, and load assignment using RBRISA's AI agent system.

8.1K views 9:33
Compliance & HOS Tracking Setup
7:55
Compliance

Compliance & HOS Tracking Setup

Connect ELD data, set up compliance calendars, and configure violation alerts for your driver fleet.

5.4K views 7:55

FAQ

Common Onboarding Questions

Need hands-on help?

Our onboarding specialists are available to walk you through setup, migrate your data, and train your team.

Talk with Us