Adding Users to Your Company #

There are two places to add people inside Propel Your Business, but they serve very different purposes.

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The Two Ways to Add People #

1. Team Module (Org Chart Only) #

Use this when you want to:

• Build your org chart
• Track:
  • Roles
  • Departments
  • Reporting structure
  • Photos

How to Add a Team Member #

1. Go to Team module
2. Click Add Team Member
3. Enter details:
   • Name
   • Role
   • Department
   • Manager
4. Save

👉 Important:
This does NOT give them access to the software.

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2. Company Settings → Users (Actual System Access) #

This is where you:

• Add users to the platform
• Assign roles
• Set permissions
• Send login invites

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How to Add a User (System Access) #

1. Go to Company Settings
2. Click Users tab
3. Click Add User
4. Enter:
   • Name
   • Email
   • Role (Admin or User)
5. Set Status

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User Roles Explained #

Company Admin #

• Full access to everything
• Can:
  • View all data
  • Manage users
  • Control settings

⚠️ Use sparingly (Owner, CFO, COO)

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Company User #

• Limited access based on permissions
• Most users should be in this category

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Activating a User #

When adding a user:

• Set Status = Active
  • Sends an email invite immediately
  • User sets password and gains access
• Set Status = Inactive
  • Saves the user without sending an invite
  • Activate later when ready

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Important Behavior #

• Adding a user in Company Settings:
  • ✅ Gives them system access
  • ✅ Automatically adds them to the Team module
• Adding in Team module only:
  • ❌ Does NOT give system access