Team
Team Overview
Last Updated: April 13, 2026Managing Teams, Departments, and Users as a Company Admin Team Organization Adding a Team Member Using Departments Vendors User Activation & Roles Activating a User Permissions
Department Sharing
Last Updated: February 10, 2026Using Departments for Sharing and Invitations After creating departments in the Team module, you can use those departments throughout Propel to streamline sharing and invitations. Recap: Department Setup Within the Team module, departments allow you to: Once departments are created, they become available as selectable groups across the platform. Using Departments in Meeting Series Departments...
Vendors
Last Updated: March 25, 2026Managing Vendors in the Team Module The Team module includes a dedicated area for tracking and organizing the vendors your business works with. This feature allows you to maintain a centralized view of vendor relationships without requiring vendors to be users in the software. Where to Find Vendors Adding and Organizing Vendors When adding a...
Company Instance User Profiles
Last Updated: March 25, 2026Managing Company Users and Permissions Company user settings are managed within Company Settings. This is where you invite users, activate them in the software, and control their permissions. Important Distinction: Team Module vs. Users A common misunderstanding is that the Team module represents users who have access to the software. This is not correct. Where...
Adding a User To Your Company Instance
Last Updated: March 25, 2026How to Add a New Company User To add a new user to your company in Propel, you must be a Company Admin. You can confirm your role by checking your profile in the bottom left-hand corner of the navigation bar. Where to Add Users This is where you: Before Adding a New User Before...
Activating a Company User
Last Updated: March 25, 2026How to Activate a Company User To activate a company user in Propel, you must be a Company Admin. Activating a user grants them access to the platform and triggers their invitation email. Where to Activate Users Here, you will see: Activating an Existing User If the user is already listed as Inactive: What Happens...
Setting Permissions For Company Users
Last Updated: March 25, 2026How to Set User Permissions To set or update user permissions in Propel, you must be a Company Admin. Where to Manage Permissions Here, you will see: Viewing Permissions at a Glance In the Users table, you will see checkmarks under: These indicate which permissions each user currently has enabled. Editing User Permissions To update...
Building Departments On Your Company Instance
Last Updated: February 10, 2026How to Set Up and Manage Departments Propel allows you to organize your team into departments, assign managers, and easily manage team members by department. Where to Find Departments Creating Departments From the Departments tab, you can: Each department will display: Assigning Team Members to Departments There are two ways to manage department membership. Option...
Using Import Function To Quicky Add Team Details
Last Updated: March 25, 2026Mass Importing and Exporting Team Members The Team Module allows you to quickly upload or update many team members at once using a template. Step 1: Navigate to the Team Module Step 2: Choose Export or Copy to Clipboard Step 3: Edit the Template: Step 4: Import or Paste Back into Propel Step 5: Confirm...