Building Teams & Departments in Propel Your Business #

Propel Your Business makes it easy to organize your people into teams and departments so you can track reporting structures and streamline collaboration.

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Accessing the Team Dashboard #

• From the left-hand navigation bar, click on Team.
• This opens your Team Dashboard, where you can:
  • Add team members
  • Assign job titles
  • Place them into departments
  • Record start dates
  • Specify who they report to

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Adding & Managing Departments #

1. From the Team Dashboard, click on Departments.
2. To create a new department:
   • Click the green Add Department button (top right).
   • Enter the department name.
   • Assign a department manager.
3. Once created, departments appear in your list. From here, you can:
   • Edit the department details.
   • Manage Members (add or remove people from the department).

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Manager Permissions #

• Department Managers can:
  • Add individuals to their department.
  • Remove individuals from their department.
• Department Managers cannot activate a user in the software.
  • Only Company Admins can activate accounts and grant system access.