Firm Support
Notifications | Annoucements (Firms)
Last Updated: February 10, 2026Understanding the Announcements (What’s New) Page The Announcements page is designed to keep firm admins, firm users, and company users informed about product updates and changes within Propel. This article explains how the What’s New section works and how announcements are targeted to the right audiences. Where to Find Announcements Announcements live under Notifications in...
Custom Links
Last Updated: February 9, 2026Creating and Managing Custom Links (Firm Admins) At the firm level, Firm Admins have the ability to create custom links that point to external resources. These links can be used to share tools, documents, portals, or any other external URL with firm users and/or clients. What Are Custom Links? Custom links allow your firm to:...
Getting Started: Firms
Last Updated: August 22, 2025Welcome & AccessWelcome to Propel Your Business! We’re so excited to have you here.This video is designed for firm admins and firm users. When you log in, you’ll know you have one of these roles if you see the Navy navigation bar on the left side of your screen.If you don’t see this bar, but...
User Profiles at the Firm Level
Last Updated: August 22, 2025The firm has three different roles within the organization. The Firm Admin is assigned by Propel Your Business when the firm instance is created. The Firm Admin can then assign Advisors or Supervisors. If the Firm Admin wants to add additional individuals to the firm—whether as Admins, Advisors, or Supervisors—they must contact Propel Your Business....
White Labeling Firm
Last Updated: December 15, 2025White-Labeling the Propel Your Business Login Page Propel Your Business allows firms to white label the login page so it reflects your firm’s branding rather than the default platform branding. This feature is available only to Firm Admins. Who Can White Label the Login Page How to Access White-Label Settings If you do not see...
Firm Settings Page
Last Updated: December 15, 2025Accessing and Managing Firm Settings Only Firm Admins and Firm Owners have access to Firm Settings. How to Access Firm Settings This will take you to the Firm Settings page. What You Can Manage in Firm Settings From the Firm Settings page, Firm Admins and Owners can update: These branding elements appear on the login...
I Have Reached My Maxium Companies Allocated On My Firm Instance
Last Updated: December 8, 2025Adding Company Instances and What Happens When You Reach Your Maximum Firm Admins can manage company instances within Settings > Companies. This page displays: For example, if your firm plan includes 10 active companies and you have 6 active, you will see that 4 remain. Adding a New Company To add a company: If you...
Adding A Firm Admin Or Firm User To Propel
Last Updated: December 8, 2025Adding a Firm Admin or Firm User Only Firm Admins have the ability to add new firm users or admins to Propel Your Business. If you do not see the Navy navigation bar on the left-hand side of your screen, you do not have the necessary permissions to complete this function. Step 1: Access Firm...
Removing A Firm User From A Company Instance
Last Updated: August 22, 2025Only Firm Administrators can add or remove advisors from company instances in Propel Your Business. If you believe you should have this ability, contact your Firm Administrator. If you are the Firm Administrator, log a ticket if you need assistance. To add or remove an firm user from a company instance: Alternate method:
Assigning A Company To An Advisor
Last Updated: August 15, 2025Only Firm Admins can assign a company to an advisor in Propel Your Business. If you believe you should have this ability, contact your Firm Admin. If you are the Firm Admin, log a support ticket if needed. The Advisor role in Propel Your Business is the individual working directly with the client. You may...
Changing the Status Of A Company Instance
Last Updated: August 15, 2025Only Firm Admins have the ability to change the status of a company instance in Propel Your Business. If you believe you should have this ability, contact your Firm Administrator. If you are the Firm Administrator, log a support ticket if you need help. As a Firm Administrator: Here, you can set the status to:...
Creating a New Company Instance
Last Updated: August 15, 2025Firm Admins have permission to create new company instances in Propel Your Business. If you believe you should have this ability, contact your Firm Administrator. If you are the Firm Administrator, contact the person who introduced you to Propel Your Business. As the Firm Administrator, you’ll land on your Portfolio page. From there: From here,...
Firm User: Portfolios
Last Updated: November 10, 2025📊 Portfolio Dashboard Overview The Portfolio Page displays high-level metrics and details across your client base. If you are a Firm Admin or Supervisor, you can see: Each client is represented by an individual company tile displaying key data points: 💡 Tip: Use this view to quickly assess which clients are most active, when their...
Firm User: Meetings
Last Updated: November 10, 2025Firm Meetings Overview If you are a Firm Admin, Advisor Seat, or Portfolio Manager Seat, you’ll see the Navy navigation bar on the left-hand side of your screen.This is your Firm Navigation Bar and provides firm-level access across multiple client companies. 🗓 Meetings Module Select Meetings from the firm navigation bar to open the My...
Firm User: Tasks
Last Updated: November 10, 2025Firm Task Management Overview If you are a Firm Admin, Advisor Seat, or Portfolio Manager Seat, you will see the Navy navigation bar on the left-hand side of your screen. This is your Firm Navigation Bar. 🗂 Accessing Tasks Within the Firm Navigation Bar, select Tasks.This view provides a centralized dashboard of all tasks connected...
Best Practices and Protips On Adding New Clients or Migrating Client Data To Propel Your Business
Last Updated: September 25, 2025It’s that time of year when we are migrating Annual Plans into the Propel Your Business Software. This often means increased data entry. It is the same lift we experience when we onboard a client or move an existing client onto the software. This is a playbook on how to utilize the tools in PYB...
How do I assign a new company to a client?
Last Updated: August 15, 2025How to Invite or Assign a Client to a Company in Propel Your Business After Signing the Contract: This ensures a seamless onboarding process for the client.
How do I tranfer my clients company to another advisor in Propel Your Business?
Last Updated: March 10, 2025Submit a ticket to Propel Your Business indicating the name of the new advisor, and the client’s company. Please be sure to indicate whether or not yo wish to have the company remain on your dashboard.
Client Logged In For First Time and Updating User Settings
Last Updated: March 3, 2025Getting the Client Logged in and User Settings Set Up
Adding A Client To Advisory Meetings
Last Updated: March 3, 2025Adding A Client To Advisory Meetings For The First Time Double Check: Double-check that everything is correct.
My client can not access Propel Your Business.
Last Updated: January 28, 2025Step-by-Step Summary for Resolving Client Access Issues: If a client cannot access Propel Your Business, start by guiding them to reset their password using the “Forgot Password” option on the login page. If resetting the password does not work, log in to Propel Your Business and navigate to the company settings. Under the users’ section,...
What if I don’t find one of my clients in the portfolio?
Last Updated: January 28, 2025If a client is missing from your portfolio in Propel Your Business, submit a ticket to request the client be added to your portfolio.