Client Logged In For First Time and Updating User Settings

Getting the Client Logged in and User Settings Set Up

1. Client Access: Ensure the client has access to Propel Your Business.
2. Log In: The client should log into the software.
3. Company Settings: Navigate to “Company Settings.”
4. Complete Company Settings: Fill out any remaining items in the company settings. Some user sections may be left blank for now.
5. My Settings: Go to “My Settings” (the tool above the face in the bottom left corner).
6. Complete My Settings: Fill out the remaining items, including:
   • Adding a photo
   • Selecting a time zone
   • Adding a Zoom or video link for meetings
   • Providing a job title and phone number
7. Save Changes: Save the changes.
8. Important Note: The time zone and video link are crucial. If these are not filled out, problems may occur later when sending meeting types.