Adding a Firm Admin or Firm User #
Only Firm Admins have the ability to add new firm users or admins to Propel Your Business. If you do not see the Navy navigation bar on the left-hand side of your screen, you do not have the necessary permissions to complete this function.
Step 1: Access Firm Settings #
- From the Navy navigation bar, click Settings.
- Select Team.
This page displays:
- The total number of active firm users
- Each user’s status (active or inactive)
- Their assigned companies
- Their role (Firm Admin, Advisor, Portfolio Manager)
Step 2: Understand Firm User Permissions #
All Firm Users—regardless of whether they are an Admin or Advisor—have access to:
- The Health & Value Assessment dashboard
- The Firm Learning Center
- Live firm trainings
Step 3: Add a Firm User or Admin #
- In the upper right-hand corner of the Team page, select Add Advisor.
- A pop-up will display your current seat usage.
If your firm still has available advisor seats:
- Enter the individual’s name and email address.
- The system will send an email to the new user inviting them to set up their password.
If your firm has reached the maximum number of seats, you will see a message similar to:
“Adding an additional advisory seat will increase your cost by $250 per month. This will begin billing on the next month.”
You may then decide to proceed or cancel before adding the new user.
Step 4: Confirm Roles and Access #
Once added:
- Users are assigned advisor-level permissions by default.
- Only Firm Admins can adjust user roles or add other Firm Admins.
If you are not a Firm Admin, you cannot add or modify firm users.