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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"...

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 c...

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 bo...

While on your main page (dashboard), navigate to the top of the screen and click "Entities".From this page, you can search for entities that have already been created, or you can create or import new ones. To create a new entity, click on "Add". Fill out eac...

At the top of the screen, click "Entities", and then the entity you wish to add referrals for.  Scroll down to the bottom of the screen, click "Create Referral". On the next screen, fill out the provider, status, and notes.

At the top of the screen, click "Entities", and then the entity you wish to add services for.  Scroll down to the bottom of the screen, click "Add Service". On the next screen, fill out the entity, the name of the service, and the description of the service....