Firm Admins
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,...