Welcome to the Support Desk

Propel 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...

Logging Into Propel Your Business

Welcome to Propel Your Business. Let’s get you logged in. You’ll find the URL that you can copy and paste into your browser. Next, enter your email address and password. If you’ve forgotten your password, click on Forgotten Your Password and a reset link will be sent to the email address you have on file....

My Invititaion Has Expired To Set To Set My Password

If 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...

Resetting My Password

If 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...

How do I update my user settings?

One of the first things we do when logging into the software for the first time is set our User Settings. Go to Settings in the menu. When you do this, it will automatically open to your user profile. Here, you can:

How do I update company settings?

If you are a company admin, you have the ability to update your Company Settings. If you do not see Company Settings as an option, contact your company administrator or your firm administrator to resolve the issue. Once logged into the software, go to the lower left-hand corner and click Company Settings—this will be located...

What if I encoutner an issue with the software?

If you believe you’ve encountered an issue while using the software, go to the lower left-hand corner where you see the Support symbol and click it. Here, you can search the Support Desk for an answer to your question. If you don’t find the answer or still believe you’ve encountered a problem you can’t solve,...

Company Setting Overview

Company 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....

Multiple User Profiles Across Companies or Firms