Setting User Permissions #

User permissions control what individuals can see and do inside Propel Your Business.

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Where to Set Permissions #

1. Go to Company Settings
2. Click the Users tab
3. Locate the user
4. Click the three dots → Edit

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What You’ll See #

Inside the user profile, you’ll be asked to configure three key permissions:

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Permission Settings Explained #

1. Access to Company Goals #

• Grants visibility into:
  • Company scorecard
  • Company-level goals

Use for:

• Leadership team
• Managers responsible for performance

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2. Access to Health & Value #

• Grants access to:
  • Business health score
  • Enterprise Value (EV) data

Use for:

• Owners
• Executives
• Select leadership only

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3. Ability to Create Internal Meetings #

• Allows the user to:
  • Create and manage their own meetings

Use for:

• Managers
• Team leads
• Anyone running team meetings

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Adding a New User (If Needed) #

If the user is not listed:

1. Click Add User (top right)
2. Enter:
   • Name
   • Email
   • Role
3. Set permissions as needed

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Best Practice #

Use permissions intentionally:

• Limit sensitive data (Health & Value) to leadership
• Expand visibility (Goals) for accountability
• Enable meetings for anyone managing a team

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Quick Framework #

• Owner / Execs → All permissions ON
• Managers → Goals + Meetings ON
• Team Members → Limited, based on role