Setting Up Marketplace

Setting Up and Activating the Firm Marketplace #

Propel Your Business gives Firm Admins full control over setting up and managing their own Marketplace. The Marketplace allows firms to curate approved vendors and resources that can be shared internally and with client companies.

The Marketplace is not visible to your firm or your companies until a Firm Admin completes setup and activates it.

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Who Can Set Up the Marketplace #

• Only Firm Admins can configure and activate the Marketplace
• You must see the navy navigation bar on the left-hand side
• If you do not see the navy navigation bar, you do not have access to Marketplace settings

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How to Access Marketplace Settings #

1. Log in to Propel Your Business
2. Confirm you see the navy navigation bar
3. Click Settings
4. Scroll to and select Marketplace

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Marketplace Structure Overview #

The Marketplace is made up of three main sections:

1. Your Marketplace #

This is where your firm’s curated vendor list lives once activated. It is what your firm users and company users will ultimately see.

2. Propel Vendors #

• These vendors have already been vetted by Propel
• Firm Admins can choose to add any of these vendors to their Marketplace
• Propel vendors cannot be edited
  • If you do not agree with the content or positioning of a Propel vendor, simply do not add it to your Marketplace

3. Vendor Categories #

• Firm Admins can create and manage their own vendor categories
• Categories control how vendors are organized and displayed
• This allows you to structure the Marketplace in a way that aligns with your firm’s methodology or client needs

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Adding Vendors to Your Marketplace #

Adding Propel Vendors #

1. Navigate to Propel Vendors
2. Review the available vetted vendors
3. Select the vendors you want to include
4. Add them to your Marketplace

Note: Propel vendor details cannot be modified.

Adding Your Own Vendors #

1. Navigate to Your Marketplace
2. Click Add Vendor
3. Enter the vendor details
4. Assign the appropriate category
5. Click Confirm

Once added, these vendors will populate your Marketplace vendor list.

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Activating the Marketplace #

When your Marketplace is organized and ready to be shared:

1. Return to Marketplace Settings
2. Toggle Activate Marketplace to On

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What Happens After Activation #

Once activated, the Marketplace becomes visible:

• In the navy navigation bar for firm users
• In the sage navigation bar for company users

This makes the Marketplace accessible to:

• Your internal firm team
• Your client companies

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Key Reminders #

• The Marketplace is hidden until activated by a Firm Admin
• Propel vendors are optional and cannot be edited
• Firm-created vendors and categories are fully customizable
• Only Firm Admins can activate or deactivate the Marketplace