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The admin dashboard contains a myriad of useful information and functionality. At the top of the dashboard, you will notice several buttons (view reminders, create user and create entity). Just below the aforementioned buttons you will see some information bl...

While on your main page (dashboard), scroll down to the meetings section and hit new.Select the appropriate grant. Enter a title and description of what the meeting is meant to accomplish. Select the entity involved in the meeting or N/A as well as the locat...

While on your main page (dashboard), navigate to the top of the screen and click "Grants".Click "Create Grant" Fill out the appropriate information. Name of the grant.  A description of the grant. The grant's status. The grant's start date and end date....

Overview Events represent interactions with entrepreneurs such as skill workshops, grapevine monthly meetings, lunch and learns, and expos. You can create events one by one in the app on the Events page or import events in bulk. Each event is associated to on...

Whilst on your main page (dashboard), navigate to the top of the screen and click "Interactions". This opens a drop down menu, from which you click "Programs".Click "New Program". Select the associated grants. Fill out the appropriate information. Name of...

Whilst on your main page (dashboard), navigate to the top of the screen and click "Interactions". This opens a drop down menu, from which you click "Programs".Find the program you wish to add enrollments for. If you don't see one, click "New Program" and creat...

Completed For full details on new features, bug fixes, and other changes, please see the in-app release notes page: https://app.sovarise.com/changelog FAQ (draft) Can I import event attendees to an existing event? Yes, attendees can be imported into exis...

From any page, in the top right there should be your name with an arrow pointing down next to it. Click this, and then click "Manage Settings". From here, you may import results, create and manage referral statuses, view NAICS code groups, as well as create a...

From any page, in the top right there should be your name with an arrow pointing down next to it. Click this, and then click "Manage Settings". Referral Statuses At the top of the settings page, you will find "Referral Statuses". On the right, you can enter ...

While on your main page (dashboard), scroll down to the meetings section and hit import.Choose if you want to just import meetings, or both meetings and attendees. Choose if you're importing from a CSV file or an Excel file. Click "Browse...", and select the...

From any page, in the top right there should be your name with an arrow pointing down next to it. Click this, and then click "Profile". From here, you may edit your account name, email address, password, or delete your account. To change your password, enter...