Adding a User to a Company Instance #

There are two places you can add a user in Propel Your Business. Each serves a different purpose.

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1. Adding in the Team Section #

• Go to the Team tab in the left-hand navigation bar.
• Adding someone here is like adding them to your org chart.
• Important: This does not activate their account.
  • No email is sent.
  • The account remains inactive.
• This step is purely organizational—use it to assign them to a department or structure your team.

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2. Adding in Company Settings #

If you want to create an active user account:

1. Go to the bottom left-hand navigation bar → Company Settings.
2. Select Account → Users.

Here, only Company Instance Admins can add users.

• You’ll see two roles:
  • Admin → Full access across the software, regardless of meetings or file shares.
  • Company User → Limited access, based on permissions granted.

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Adding a New User #

1. Click Add User in the top right.
2. Enter their details, including email address.
3. Choose their status:
   • Active → Immediately sends an email invite prompting them to set up a password.
   • Inactive → User stays listed but won’t receive an invitation until later.

⚡ Activation emails last one hour.
If expired, direct the user to the Getting Started guide in the Support Desk for reset instructions.

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User Permissions #

When adding a Company User, you can toggle on/off these permissions:

• Access to Company Goals.
• Access to Health & Value / Enterprise Value information.
• Ability to create internal meetings.

If toggled off, the user will not see those dashboards or features.