Step-by-Step Summary for Resolving Client Access Issues:
If a client cannot access Propel Your Business, start by guiding them to reset their password using the “Forgot Password” option on the login page.
If resetting the password does not work, log in to Propel Your Business and navigate to the company settings. Under the users’ section, check if the client is listed as active.
If the client is inactive, edit their user profile and change the status to active. Once the status is updated, an email invitation will automatically be sent to the client to log in and set their password.
Ensure the client acts on the invitation quickly, as the link is valid for a limited time. It’s best to perform this step while coordinating with the client to resolve the issue efficiently.