Company User Settings in Propel Your Business #

Propel Your Business provides several different user settings for Company Users.

• Company Admins automatically have full access to all areas of the software within their company instance.
• Company Users require specific permissions to be set, determining what they can see and do.

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1. Locating User Settings #

1. Go to Company Settings in the lower left-hand corner of the navigation bar.
2. Click Users.
3. You will see all team members listed along with their roles and permissions.

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2. Permissions You Can Set #

There are three primary permissions that can be toggled on or off for Company Users:

A. Company Goals #

• Controls whether the user can access the Company Goals Dashboard (the default landing page for Admins).
• If blocked, the user will not see this dashboard and will instead land on their own Macro Plan.

B. Health & Value #

• Controls access to Enterprise Value and Health Score data.
• This information appears both in Company Goals and in the Goals section of meeting agendas.
• If granted, the user can see Health & Value metrics across the company.

C. Internal Meetings #

• Controls whether the user can schedule internal team meetings within the software.
• Useful for department or team leaders who need to run their own meetings without requiring access to Company Goals or Health & Value.

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3. How to Edit Permissions #

1. From the Users list, click the three dots on the right-hand side of a user’s row.
2. Select Edit.
3. Under Permissions, toggle access on or off for:
   • Company Goals
   • Health & Value
   • Internal Meetings

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4. Meeting Series Access #

In addition to user settings:

• A user automatically has access to any meeting series they are a part of.
• This includes:
  • Goals or Macro Plans tied to that meeting.
  • Initiatives and Roadmaps within the series.
  • Any Resources pinned to the series.

So even if a user does not have global permissions for Company Goals or Health & Value, they will still see relevant items inside the meeting series they belong to.

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5. Support #

If you need help with user settings or permissions, log a ticket through the Support Desk in Propel Your Business.