Firm Support
3 Sub Categories |
2 Docs
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....