Activating a Company User #

To give someone access to Propel Your Business, you must activate them in Company Settings → Users.

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Important Reminder #

• The Team module = org chart (roles, reporting structure)
• The Users tab = actual access to the software

Someone listed in Team is not active until you activate them in Users.

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How to Activate a User #

1. Go to Company Settings
2. Click the Users tab
3. Locate the user:
   • If not listed → click Add User
4. Click the three dots next to their name
5. Select Edit
6. Under Status, choose Active
7. Click Edit User / Save

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What Happens Next #

Once activated:

• The system sends an email invitation
• The user will:
  • Set their password
  • Gain access to the platform

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If the User Isn’t Listed #

You’ll need to:

1. Click Add User
2. Enter:
   • Name
   • Email
   • Role
3. Set status to Active

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Don’t Skip Permissions #

Before saving, review:

• Access to Company Goals
• Access to Health & Value (Enterprise Value)
• Ability to create internal meetings

These control what the user can see and do.

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Best Practice #

• Add users as Inactive if you’re not ready to invite them
• Activate when:
  • Onboarding is complete
  • You’re ready for them to log in

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Common Issue #

User didn’t receive the invite?

• Check spam folder
• Confirm correct email address
• Re-save as Active if needed