Entrepreneur Profiles

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.

On the next page, you may edit the user or their entrepreneur profile.