How to Set User Permissions #

To set or update user permissions in Propel, you must be a Company Admin.

Where to Manage Permissions #

1. Navigate to Company Settings
2. Click the Users tab

Here, you will see:

• A list of all active and inactive users
• Permission indicators for each user

Viewing Permissions at a Glance #

In the Users table, you will see checkmarks under:

• Company Goals
• Health and Value
• Internal Meetings

These indicate which permissions each user currently has enabled.

Editing User Permissions #

To update permissions for an individual user:

1. Locate the user in the list
2. Click the three dots on the right-hand side
3. Select Edit

Available Permissions #

Within the user settings, you can grant or remove access to:

Company Goals #

• Allows the user to view and interact with company goals

Health and Value (Enterprise Value) #

• Grants access to the company’s health and value data
• Typically reserved for owners, leadership, or key stakeholders

Internal Meetings #

• Allows the user to create and manage their own internal meetings

Saving Changes #

• After adjusting permissions, click Edit User
• Changes take effect immediately

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