Setting Up Your Personal User Settings #
After logging into Propel for the first time, one of the first things every Firm Admin should do is configure their personal user settings.
To access your personal settings, click Settings in the lower-left corner of the navigation menu.
Within Settings, you’ll find several areas that can be personalized to fit your preferences and workflow.
Personal User Settings #
Under Account, you’ll find the following sections:
- Profile
- Password
- Two-Factor Authentication
- Integrations
- Tags
- Notifications
These settings apply specifically to your user account and can be customized at any time.
Profile Settings #
The Profile section contains several important settings that should be reviewed during initial setup.
Default Meeting Link #
The Video URL field allows you to establish a default virtual meeting link for meetings you create within Propel.
Whether you use:
- Microsoft Teams
- Zoom
- Google Meet
- Or another video conferencing platform
you can place your personal meeting room link here.
Once configured, this link can automatically populate future meetings you create.
You can also set or update your default meeting link later while creating a meeting series.
Time Zone #
Your Time Zone setting should reflect the location where you primarily work.
This setting impacts several platform functions, including:
- Meeting scheduling
- Meeting reminders
- Calendar displays
- Notification timing
- Weekly email summaries
It’s important to verify that your time zone is accurate before beginning platform setup.
Password Management #
The Password section allows you to update your account password at any time.
For security best practices, use a strong password and update it periodically.
Two-Factor Authentication #
Two-Factor Authentication (2FA) provides an additional layer of security for your account.
Firm Admins are encouraged to enable 2FA to help protect both firm and client information.
Integrations #
The Integrations section allows you to connect third-party applications to Propel.
During onboarding, one of the first integrations most firms configure is:
- QuickBooks
Additional integrations can be connected and managed from this section as they become available.
Tags #
Tags provide a customizable organizational system throughout Propel.
Tags can be:
- Color-coded
- Customized to your preferences
- Used to organize initiatives
- Used to organize resources
- Used to support filtering and reporting
Because tags are highly flexible, it is recommended that new users wait until they have a better understanding of how initiatives, resources, and workflows are organized before creating a tagging structure.
Notification Preferences #
The Notifications section allows you to control how you receive updates from Propel.
You can manage preferences for:
In-App Notifications #
Receive notifications directly inside the platform for:
- Assignments
- Mentions
- Tasks
- Roadmap items
- System updates
Email Notifications #
Configure email notification preferences, including:
- Weekly summaries
- Assignments
- Reminders
- Product announcements
- Other platform communications
Adjust these settings to match how frequently you want to receive updates and reminders.
Recommended First-Time Setup Checklist #
Before moving on to firm configuration, complete the following:
✓ Verify your profile information
✓ Set your default meeting link
✓ Confirm your time zone
✓ Update your password if needed
✓ Enable two-factor authentication
✓ Connect QuickBooks (if applicable)
✓ Review notification preferences
✓ Leave tags for later setup until you understand your firm’s organizational structure
Completing these settings first ensures the rest of your Propel experience is configured correctly from the start.