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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....

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...