Users

Managing Users
From the "Users" drop down at the top, you can choose a specific group of users you wish to view. 
 To create a new user, go to any user screen and click "Create User". 
 Fill out all the required information. 
 Once all the information is entered, click "Create". 
 The user should now appear under the group you assigned them to, and under "All Users" 
 You can click on the user to pull up a new menu showing all of their information. From here, you may edit or delete the user. You can also add entities, reminders, addresses, phone numbers, meetings, ecosystem roles, or an entrepreneur profile.

Importing Users
"Users" include entrepreneurs and staff members. 
 
 Open the Import Users screen 
 From Users , choose Import . You land on the import screen for users, where you pick the import type, file format, and file, then Import . Use Download Templates on the right when you need the correct column headers. 
 
 Create a user manually 
 
 Go to Users and open Create user (or use the same action from your role’s dashboard if it appears there). 
 Complete the form: legal name fields, Display name , optional email and 10-digit phone, Application role , and Ecosystem role (or use the ecosystem-role picker elsewhere on the page if your site is set up that way). 
 Optional sections: demographics, marketing opt-in, preferred contact method, profile image. 
 Save. The system creates the account and assigns the role you chose. 
 
 If the new user’s application role is Entrepreneur , you stay on the create screen for the next step. For other roles, you are sent to that user’s profile page. 
 
 Add or fill in an entrepreneur profile (manual) 
 Right after creating an Entrepreneur 
 
 After the user is created, the entrepreneur profile form appears on the same page. Fill it in and save. 
 
 For an existing user 
 
 Open Users , then open that person’s profile. 
 If they are an Entrepreneur (or already tied to entrepreneur data), you’ll see the entrepreneur profile card or a form to create the profile if one does not exist yet. 
 Save when finished. 
 
 Typical fields: Assigned navigator , Client status (active/inactive), Lead source , SBDC client , Income sufficiency , Self-employment status , Traditional employment status (outside self-employment). Use the same option keys as in the app (for imports, those keys must match exactly—see below). 
 
 Import users only (one sheet) — CSV or Excel 
 Use this when you only need user accounts (no entrepreneur profile rows in the file). 
 
 On the Import Users screen, set Import type to Users . 
 Set Format to CSV or Excel ( .csv / .xlsx ). 
 Download the Users template (CSV or Excel) so your file uses the correct headers. 
 Fill the sheet and upload it, then click Import . 
 
 Important columns (users import) 
 
 Required: first_name , last_name , application_role , import_context 
 
 application_role must be the exact role name configured in RISE (same as in the role list when creating a user). 
 import_context is required on this import (any short label you use to remember this import is fine). 
 
 
 Strongly recommended: email — rows are matched/updated by email; without a unique email, behavior is unreliable. 
 Optional: name (otherwise display name is built from first + last), middle_name , password (if omitted, a random password is set), phone_number (digits, 10-digit US-style number as stored), account_status (e.g. active/true/enabled/ 1 for active), ecosystem_roles (comma-separated role tags). 
 
 Extra columns in the Users export template (e.g. demographics) may be present in the template file; the importer only processes the fields its validation accepts. 
 
 Import users and entrepreneur profiles together (two worksheets) — Excel 
 Use this when one workbook should create/update both users and their entrepreneur profiles . 
 
 Download Users and Entrepreneur Profiles (Multiple Sheets) — this is an Excel workbook with two worksheets in a fixed order :
 
 Worksheet 1: Users (same columns/rules as the single-sheet Users import). 
 Worksheet 2: Entrepreneur profiles (one row per profile; links to an existing user from the first sheet or one already in RISE). 
 
 
 On the Import Users screen, set Import type to Users and Entrepreneur Profiles (Multiple Sheet) . 
 Set Format to Excel and upload the .xlsx file, then Import . 
 
 Worksheet 2 — match each row to a user 
 Each row is one entrepreneur profile for one existing user . Identify that user using the first of these that you fill in: 
 
 user_id 
 user_email (if no user_id ) 
 first_name + last_name (if neither above)—risky if names duplicate. 
 
 Navigator (optional): use navigator_id or navigator_name (exact display name). 
 Other entrepreneur columns 
 
 client_status — optional in the file; if missing, it defaults to inactive . 
 sbdc_client — 0 or 1 . 
 lead_source , self_employment_status , traditional_employment_status , income_sufficiency — if present, values must be the internal keys (not the long labels), for example:
 
 Lead source: word_of_mouth , rise-website , facebook , linkedin , instagram , event , referral , other 
 Employment (self or traditional): full_time , part_time , seasonal , side 
 Income sufficiency: more_than_meets , meets , struggle , barely_meet , unable_to_meet , not_drawing_income_from_business 
 
 
 import_context — optional on this sheet. 
 
 Import users first on worksheet 1, then profiles on worksheet 2, so every profile row can resolve a user. 
 
 Errors and related imports 
 
 If the import fails, the screen can list failed rows and messages; fix those cells and try again. No records are created unless all pass the validation checks. 
 To import only entrepreneur profiles (users already exist), the Import Users page includes a shortcut to the Entrepreneur Profiles import flow, with its own templates.

Ecosystem Roles
Ecosystem roles are roles you can grant accounts that define what they are. For example, you can give a navigator the "Navigator" ecosystem role within their profile. The buttons for this are down towards the bottom of the page, right above reminders. A user can be given any amount of ecosystem roles at once.

Entrepreneur Profiles
For new users: 
 At the top of the screen, click "Users", select any group, then click "Create User". 
 Fill out the user's information. Only first name, last name, display name, and role are required. Make sure to select "Entrepreneur". Click "Create" at the bottom of the page. 
 On the next screen, you may create an entrepreneur profile. This is optional. If you wish to create one, fill out their assigned navigator, client status, lead source, whether they're an SBDC client or not, whether or not they're drawing income, their income sufficiency, self employment status, and traditional employment status. Then click "Create". Note: Only client status is required here. 
 Once the entrepreneur profile has been created, you may then view it, edit it, delete it, or view activity logs. 
 
 For existing users: 
 At the top of the screen, click "Users", select the group the user would be under, then click the user you're looking for. 
 On the next page, scroll down slightly to see the "Create Entrepreneur Profile" box.  
 Fill out their assigned navigator, client status, lead source, whether they're an SBDC client or not, whether or not they're drawing income, their income sufficiency, self employment status, and traditional employment status. Then click "Create". Note: Only client status is required here. 
 Once the entrepreneur profile has been created, you may then view it, edit it, delete it, or view activity logs.