Team
Team Overview
Last Updated: May 19, 2026Team Module Overview The Team Module in Propel allows business owners to organize their people, departments, and vendors in one centralized directory. When opening the Team Module, users will see three primary tabs: The module always opens on the Members tab by default. Members The Members tab acts as an organizational directory for the business....
Building Departments On Your Company Instance
Last Updated: May 5, 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...
Department Sharing
Last Updated: May 5, 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: May 19, 2026Managing Vendors in the Team Module Inside the Team Module in Propel, organizations can manage and organize the vendors they work with on an ongoing basis. The Vendors tab creates a centralized vendor directory, helping teams keep important vendor information organized and accessible. Vendor Dashboard Overview On the Vendors dashboard, users can view: This creates...
Using Import Function To Quicky Add Team Details
Last Updated: May 5, 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...