Getting Started
Getting Started On Propel Overview
Last Updated: March 18, 2026How to Access the Getting Started Section in Propel
My Invititaion Has Expired To Set To Set My Password
Last Updated: May 12, 2026If your invitation to set your password in Propel Your Business has expired, all you need to do is go to the Propel Your Business login page. Here is the URL. https://app.propelyourbusiness.com/login Type in your email address and click Forgot Your Password. An email will be sent to that address with a link to reset...
Welcome to the Support Desk
Last Updated: May 12, 2026Propel Your Business has a self-support desk. Go to the lower left-hand corner, click the Support icon—this opens the Knowledge Base. In the Knowledge Base, you can: If you’ve searched and cannot find the answer to your question, click to File a Ticket. When filing a ticket, include as much information as possible: This will...
Updating or Creating User Settings
Last Updated: June 3, 2026How to Set Up (or Update) Your User Settings in Propel
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....
Resetting My Password
Last Updated: May 12, 2026If you’ve forgotten your password or wish to reset it, go to the login page. Here’s the URL. https://app.propelyourbusiness.com/login Type in your email address and click Forgot Your Password. This will send an email to the address you entered, giving you one hour to reset your password. If you miss the window and the reset...
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
Notification Overview
Last Updated: June 3, 2026Understanding Notifications in Propel Notifications in Propel help you stay informed about activity that directly involves you, as well as important platform updates from Propel. Where to Find Notifications Notifications are located in the lower-left corner of the navigation bar, represented by a bell icon labeled Notifications. What Notifications Show Notifications display activity where you...
What if I encoutner an issue with the software?
Last Updated: March 18, 2026How to File a Support Ticket in Propel
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.
How do I update my Company logo?
Last Updated: June 3, 2026How to Update Your Company Logo in Propel
Setting your defualt virtual meeting link
Last Updated: March 19, 2026How to Set Your Default Virtual Meeting Link in Propel