How to Modify a User Account

Why does it matter?

As participants move through your program, you will need to update their pathway status or assign them to different pathways. RiseKit also offers you a variety of ways to organize participants (groups, tags, staff assignments, and teams). By Modifying the User Account, you can update these areas to help best organize caseloads.

Navigation

To access User Details do the following

Login to your RiseKit account at Staff Portal
Move your mouse toward the left-hand navigation.
You should see links that show the following options
Home
Chat
Pathways
Directory
Resources
Click on Directory
Use the Search, Sort, or Filter to locate the participant you need to edit. Select the ... on the right side and choose Modify User Account

Modifying the User Account

From this section you can make one or more changes to
Update Active Pathway Status (see How to Transition a Participant Through a Program with Pathways)
Assign to Pathway
Add to User Group (see How to Create and Add Participants to Groups)
Add User Tag
Assign to Staff
Assign/Transfer to Team (see How to Create and Use Teams)

Make the necessary changes and choose Apply Actions

Updated on: 07/07/2023