Activating 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.

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1. Understand the Difference: Team vs. Company Settings #

• The Team section (left navigation bar) is an org chart tool.
  • Use it to assign people into departments with department leaders.
  • Adding someone here does not activate their account.
• To activate an account and send an email invitation, you must go to Company Settings.
  • Only Company Admins can do this.

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2. Check User Status #

1. Go to Company Settings in the bottom left-hand navigation.
2. Select Users.
3. You’ll see:
   • All team members listed.
   • Their role (Company Admin or Company User).
   • Their status (Active or Inactive).

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3. Activate the User #

1. Find the inactive team member.
2. Click the three dots on the right → Edit.
3. Change status to Active.
4. Click Edit User to save.

Once saved:

• The system immediately sends an email invitation to the address on file.
• The email includes a link to set up their password.

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4. Activation Link Details #

• The invitation link is valid for 1 hour.
• If the user misses the window, send them the Getting Started support link, which contains instructions to regenerate or reset their activation.