Firm Settings (Admin)
Building An Building Out Your Internal Company Instance (Firms)
Last Updated: August 5, 2026Building an Internal Company Instance: Document Your Internal Company Instance Every firm on the Propel platform receives a complimentary internal company instance. This dedicated workspace allows your firm to run its own business inside Propel while gaining firsthand experience with the platform. Using your internal company not only helps your team adopt the platform more...
Inviting Company Owners To Activate Instance
Last Updated: July 5, 2026Inviting a Company to Join Your Firm’s Platform Firm Admins can invite companies to join their firm’s Propel platform. Once the invitation is accepted, the company is connected to your portfolio, allowing your advisors to collaborate with the business through Propel. There are two ways to invite a company, depending on your workflow. Method 1:...
Getting Started: Firms
Last Updated: June 18, 2026Firm Platform Overview & Getting Started Welcome to Propel. This guide will help orient you to the Firm Platform and highlight the key areas you’ll use most often. Confirm You’re in the Firm Platform Firm users will see the navy navigation bar and land on the Portfolio page when they log in. If you do...
User Settings: Firm Admin
Last Updated: June 17, 2026Setting Up Your Personal User Settings After logging into Propel for the first time, one of the first things every Firm Admin should do is configure their personal user settings. To access your personal settings, click Settings in the lower-left corner of the navigation menu. Within Settings, you’ll find several areas that can be personalized...
Firm Settings Overview
Last Updated: June 17, 2026Firm Settings & Platform Customization The Propel platform allows firms to customize several areas of the software to align with their branding, processes, and workflows. All firm-level customization is managed through Firm Settings. To access Firm Settings: Settings → Firm Settings Before You Begin In a previous setup step, you configured your personal user settings...
Co-Branding Firm Platform
Last Updated: June 17, 2026Firm Branding & Co-Branding Setup Propel allows firms to customize and co-brand key areas of the platform to create a more personalized experience for both firm users and client companies. To access branding settings: Settings → Firm Understanding Co-Branding Propel supports co-branding across several areas of the platform. We use the term co-branding rather than...
Firm Settings: Team
Last Updated: June 17, 2026Firm Team Management Overview The Team section of Firm Settings is where Firm Admins manage all users associated with their firm. To access Team Management: Settings → Team Understanding Firm Users The Team dashboard displays users who belong to your firm. These are: This area does not include company users or company owners. Company users...
Adding Firm Users
Last Updated: June 17, 2026Adding a Firm User Only Firm Admins have the ability to add new firm users to the platform. Firm users include: For more information about the differences between these roles, see the Understanding Firm User Permissions article. Adding a New Firm User To add a firm user: Active vs. Inactive Users When creating a new...
Firm: User Profiles
Last Updated: June 17, 2026Understanding Firm User Permissions The Propel platform includes three firm-level user permission types: Each permission level provides different access and responsibilities within the platform. Understanding these roles is important when setting up your firm and assigning users. Firm Admin Firm Admins have full access to the firm platform. This role can: Firm Admins can view...
Firm Settings: Companies
Last Updated: June 17, 2026Companies The Companies section of Firm Settings provides a centralized view of all companies connected to your firm’s platform. From this area, Firm Admins can monitor company activity, review users, manage company requests, and oversee demo company templates. Note: This article provides an overview of the Companies dashboard. For instructions on adding companies, inviting companies,...
Firm Settings: Customizing Company Information For Portfolio
Last Updated: June 17, 2026Customizing Company Fields When a new company is added to your platform, information is collected and stored within the company profile. This information is also used throughout the firm portfolio to help organize, filter, and report on client data. Depending on your platform type, companies are either: In both cases, the information collected during company...
Creating Demo Templates
Last Updated: June 17, 2026Demo Company Templates Demo Company Templates allow firms to create reusable company environments that can be used when launching demonstration companies for prospects, training, or internal use. Only Firm Admins can create, edit, duplicate, and manage templates. Before You Begin We strongly recommend reviewing the Demo Companies Overview before creating or editing templates. Templates are...
Requesting Access To Company
Last Updated: June 17, 2026Requesting Access to a Company If a company should be associated with your firm’s portfolio but is not currently visible, Firm Admins can request access to that company directly through the platform. Before You Begin Only Firm Admins have permission to request access to companies. The company must already exist in Propel and have an...
Custom Links
Last Updated: June 17, 2026Custom Links Custom Links allow firms to add quick-access links to external tools, resources, websites, and systems directly within the Propel platform. These links can be displayed for firm users, company users, or both, making it easy to access frequently used tools without leaving the platform. What Are Custom Links? Custom Links appear within the...
Firm Settings: Integrations
Last Updated: June 17, 2026Integrations The Integrations section of Firm Settings allows Firm Admins to manage external software connections used by the firm. Integrations help connect Propel with other business systems, allowing information to flow between platforms and reducing manual data entry. Accessing Integrations Navigate to: Settings → Integrations Only Firm Admins can manage firm-level integrations. What Are Firm...
Firm Settings: Configuring Learning
Last Updated: June 17, 2026Learning Management System (LMS) The Learning section of Firm Settings allows Firm Admins to manage the firm’s Learning Management System (LMS), assign training content, monitor course participation, and track completion results across both firm users and company users. Only Firm Admins have access to Learning Management settings. Accessing Learning Management Navigate to: Settings → Learning...
Configuring Marketplace
Last Updated: June 17, 2026Marketplace The Marketplace is a fully customizable module that allows firms to showcase approved vendors, strategic partners, preferred service providers, and exclusive offers directly within the Propel platform. The Marketplace can be used as a resource center for clients, a referral network, or a revenue-generating channel for your firm. Only Firm Admins can configure and...
Custom Portfolio Fields
Last Updated: May 26, 2026Portfolio Dashboard Customization Within Propel, firm users have the ability to customize the Portfolio Dashboard to better match the way they manage and view companies. The portfolio dashboard supports: Customizing Portfolio Columns Each column on the Portfolio Dashboard can be: Users can: Firm users can customize: Firm Admin Controls Only Firm Admins can configure: To...
Company Statuses
Last Updated: June 17, 2026Understanding Company Statuses When creating or managing a company, you must assign a company status. Company statuses help organize your portfolio and determine how a company can interact with the platform. There are three available statuses: These statuses correspond directly to the company categories displayed on the Portfolio page. Active Companies Active companies are currently...
Assigning A Company To An Advisor
Last Updated: June 17, 2026Only 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...
Removing A Firm User From A Company Instance or the Propel Platform
Last Updated: June 17, 2026Removing a Firm User or Revoking Company Access Only Firm Admins have the ability to remove firm users or change their company assignments. Removing a Firm User To remove a firm user from the platform: From here, you have two options: Set the User to Inactive Changing a user’s status to Inactive removes their access...
Assigning a Firm User To A Company
Last Updated: June 17, 2026Assigning Firm Users to Companies Firm users can be assigned to companies in two different ways within the platform. Both methods accomplish the same goal and allow advisors, consultants, or supervisors to access and work with specific companies. Method 1: Assign from the Company The selected firm user will now have access to that company...
How to Use Webhooks
Last Updated: June 16, 2026Link to Webhook Settings Webhooks are a simple way to move information from one system to another! What if you could send all your Health and Value Assessment data directly into your CRM? With Propel Your Business’ webhook integration you can easily move all your entries directly into your CRM as they happen!