Setting User Profiles & Permissions #

User profiles and permissions are managed in Company Settings inside Propel Your Business.

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Important Distinction #

There are two different areas that often get confused:

Team Module #

• Used for:
  • Org chart
  • Job titles
  • Departments
• Does NOT grant access to the software

Company Settings → Users #

• Used for:
  • Inviting users
  • Activating accounts
  • Setting permissions

If someone is in “Team,” they are not necessarily a user in the system.

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How to Access User Settings #

1. Click Company Settings
2. Select the Users tab
3. From here, you can:
   • Add users
   • Edit users
   • Manage permissions

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User Roles #

There are two primary roles:

Company Admin #

• Full access across the entire company
• Can:
  • See everything
  • Add/edit users
  • Manage permissions
• Best for:
  • Owner
  • CFO / COO
  • System administrators

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Company User #

• Limited access based on permissions
• Visibility is controlled individually

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Setting Permissions for a User #

1. Click Edit User
2. Configure the three permission toggles:

1. Access to Company Goals #

• Allows visibility into the company scorecard

2. Access to Health & Value #

• Allows visibility into:
  • Business health score
  • Enterprise value (EV)

3. Ability to Create Internal Meetings #

• Allows the user to:
  • Create and manage their own meetings
• Best for:
  • Managers
  • Team leads

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Recommended Setup #

Use this structure:

• Admins (very limited)
  • Owner
  • Executive leadership
• Company Users (most people)
  • Customize access based on role