Firm Platform Overview & Getting Started #
Welcome to Propel. This guide will help orient you to the Firm Platform and highlight the key areas you’ll use most often.
Confirm You’re in the Firm Platform #
Firm users will see the navy navigation bar and land on the Portfolio page when they log in.
If you do not see the navy navigation bar and instead see a sage-colored navigation bar, you are currently inside a company instance. In that case, refer to the Company section of the Support Desk.
The Portfolio page displays all active client companies your firm is working with.
Understanding the Dual-Tenancy Platform #
Propel is a dual-tenancy platform, meaning there are two distinct environments:
Firm Platform #
The Firm Platform is where advisors and firms manage their portfolio of client companies.
Company Platform #
The Company Platform is where business owners and leadership teams manage goals, meetings, initiatives, tasks, resources, health, and enterprise value.
As a firm user, you will frequently move between these two environments depending on the work you are performing.
Notifications #
In the lower-left corner of the navigation bar, you’ll find Notifications.
This is where you will receive:
- Task assignments
- Mentions
- Platform notifications
- Product announcements
- Other important updates
Make it a habit to review notifications regularly.
Using the Support Desk #
The Support Desk provides on-demand assistance for both firms and companies.
When working in the Firm Platform, be sure to reference the Firm Support section.
When working inside a company instance, use the Company Support section.
Since firms regularly move between both environments, you may use both support areas depending on your current task.
Finding Help #
The Support Desk includes several resources to help you find answers quickly:
Search #
Use the search bar to locate articles, tutorials, and training content.
Submit a Ticket #
If you cannot find the answer you’re looking for, submit a support ticket directly from the Support Desk.
Product Updates #
Review recent platform updates and feature releases to stay informed about new functionality.
AI Support Assistant #
In the lower-right corner of the Support Desk, you’ll find an AI-powered assistant that can help you locate support content and answer common questions.
Platform Customization #
Many areas of the Firm Platform can be customized to fit your firm’s processes and workflows.
The remaining Firm Admin training videos will walk you through:
- Portfolio customization
- Company configuration
- Custom fields
- User management
- Firm settings
- Workflow setup
- Additional platform administration features
These configurations allow each firm to tailor Propel to their unique operating model.
Next Steps #
Now that you’re familiar with the overall structure of the Firm Platform:
- Review the Firm Admin setup videos.
- Configure your portfolio settings.
- Customize company fields and columns.
- Set up users and permissions.
- Begin onboarding and managing client companies.
Understanding the distinction between the Firm Platform and Company Platform is the foundation for successfully using Propel.