Team
Team Overview
Last Updated: August 22, 2025Managing Teams, Departments, and Users as a Company Admin Team Organization Adding a Team Member Using Departments Vendors User Activation & Roles Activating a User Permissions
Working Through The Adoption Of Propel Your Business Within The Organization
Last Updated: October 14, 2025Workflow and Resources, Videos included
Company Instance User Profiles
Last Updated: August 22, 2025Company User Profiles: Admin vs. User There are two types of company instance user profiles: Company Admin and Company User. Locating Users If you are a Company Admin, go to Company Settings.Here you will see the Company Account and the Users tab.Inside, you’ll find all team members listed, along with their assigned role in Propel...
Adding a User To Your Company Instance
Last Updated: August 26, 2025Adding a User to a Company Instance There are two places you can add a user in Propel Your Business. Each serves a different purpose. 1. Adding in the Team Section 2. Adding in Company Settings If you want to create an active user account: Here, only Company Instance Admins can add users. Adding a...
Activating a Company User
Last Updated: August 26, 2025Activating a Team Member in Propel Your Business If a team member tells you they haven’t received their activation email, or they appear as not activated, here are the steps to check and resolve the issue. 1. Understand the Difference: Team vs. Company Settings 2. Check User Status 3. Activate the User Once saved: 4....
Setting Permissions For Company Users
Last Updated: August 26, 2025Company User Settings in Propel Your Business Propel Your Business provides several different user settings for Company Users. 1. Locating User Settings 2. Permissions You Can Set There are three primary permissions that can be toggled on or off for Company Users: A. Company Goals B. Health & Value C. Internal Meetings 3. How to...
Building Departments On Your Company Instance
Last Updated: August 26, 2025Building Teams & Departments in Propel Your Business Propel Your Business makes it easy to organize your people into teams and departments so you can track reporting structures and streamline collaboration. Accessing the Team Dashboard Adding & Managing Departments Manager Permissions
Using Import Function To Quicky Add Team Details
Last Updated: September 24, 2025Mass 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...