Settings
Company Setting Overview
Last Updated: June 3, 2026Company Settings Overview Company Settings can be found in the bottom-left corner of the sage navigation bar.This area allows Company Admins to manage account details, users, and requests. ⚙️ 1. Account Details The Account Details tab houses your company’s foundational information. 🛑 Only Company Admins can make changes to the company account profile. 👥 2....
User Profiles and & Permissions
Last Updated: September 2, 2026Understanding Company User Permissions User settings are managed under Company Settings → Users. Only Company Admins have access to these settings. There are two types of company users in Propel: Company Admins Company Admins have access across the entire company instance and can see and edit everything within it. Because this permission level provides significant...
Adding A User To Your Company Instance
Last Updated: June 3, 2026Adding Users to Your Company There are two places to add people inside Propel Your Business, but they serve very different purposes. The Two Ways to Add People 1. Team Module (Org Chart Only) Use this when you want to: How to Add a Team Member 👉 Important:This does NOT give them access to the...
Setting Permissions For Users
Last Updated: September 2, 2026How to Set Company User Permissions Company Admins can manage user permissions in two primary areas of Propel: Company Settings → Users and the Share settings within the Plan module. Manage User Settings Navigate to Company Settings → Users. Here, you will see all users associated with your company, including both active and inactive users....
Activating a Company User
Last Updated: June 3, 2026Activating a Company User To give someone access to Propel Your Business, you must activate them in Company Settings → Users. Important Reminder Someone listed in Team is not active until you activate them in Users. How to Activate a User What Happens Next Once activated: If the User Isn’t Listed You’ll need to: Don’t...
Tags Overview
Last Updated: June 3, 2026How to Use Tags Tags allow you to color-code and organize both initiatives and resources across your account. Setting Up Your Tags Applying Tags to Resources You can also manage your tags directly from this view without needing to return to Account Settings. Applying Tags to Initiatives Important Notes on Tag Behavior
How do I update my Company logo?
Last Updated: June 3, 2026How to Update Your Company Logo in Propel
Updating or Creating User Settings
Last Updated: June 3, 2026How to Set Up (or Update) Your User Settings in Propel
Integrations
Last Updated: June 3, 2026Managing Integrations Propel allows users to connect and manage third-party integrations through their individual account settings. To view or manage integrations, navigate to: My Account → Integrations Viewing Connected Integrations The Integrations tab displays all third-party services that are currently connected to your Propel account. This provides a centralized location to review the tools and...
Notification Settings
Last Updated: August 6, 2026Notification Settings Propel gives you control over how and when you receive notifications, helping you stay informed without being overwhelmed. To manage your notification preferences: From here, you can customize notifications across all of the companies you belong to. Company Notifications Every company you’re a member of appears in your notification list. You can choose...
Requests
Last Updated: June 3, 2026Managing Firm Connection Requests Within Company Settings, users with the appropriate permissions can manage requests from advisory firms to connect to their company instance. To access these requests, navigate to: Company Settings → Requests What Is a Firm Connection Request? A firm connection request is sent by a Propel firm that would like visibility into...
How To Navigate Multiple User Profiles
Last Updated: June 3, 2026How to Switch Between Accounts in Propel You can now move between multiple company accounts without fully logging out of Propel.