Team Module Overview #

The Team Module in Propel allows business owners to organize their people, departments, and vendors in one centralized directory.

When opening the Team Module, users will see three primary tabs:

• Members
• Departments
• Vendors

The module always opens on the Members tab by default.

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Members #

The Members tab acts as an organizational directory for the business.

Here, users can:

• Add team members
• Assign departments
• Assign job titles
• Set start dates
• Define reporting structure
• Upload profile photos

Users can either upload photos manually or allow team members to upload their own once they log into the platform.

Important Distinction #

Adding someone to the Team Module does not activate them in the software.

The Team Module is designed for:

• organizational charts
• accountability structures
• internal directories

User activation, permissions, and software access are managed separately under:

• Company Settings → Users

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Adding Team Members #

To add a team member:

1. Navigate to the Team Module
2. Click Add Team Member
3. Enter the employee’s information
4. Assign department and reporting structure
5. Save the profile

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Filters & Search #

The Members dashboard includes filtering tools to quickly locate:

• specific employees
• departments
• reporting relationships

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Import & Export Functionality #

The Team Module also supports import/export functionality.

Users can:

• export team data to Excel or Google Sheets
• bulk import employees into the platform
• quickly upload large organizational directories

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Departments #

The Departments tab allows organizations to structure teams by function.

Departments are fully customizable.

Examples:

• Sales
• Operations
• Finance
• Marketing
• Leadership
• Client Success

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Creating Departments #

To create a department:

1. Go to the Departments tab
2. Click Add Department
3. Name the department
4. Assign a manager

Once departments are created, team members can be assigned accordingly.

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Department Management #

The Departments dashboard provides visibility into:

• department names
• department managers
• associated team members

Import/export functionality is also available for departments.

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Vendors #

The Vendors tab helps organizations organize external vendors and business partners.

This creates a centralized vendor directory inside Propel.

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Vendor Information #

Vendor records may include:

• Vendor name
• Main contact
• Contact information
• Internal owner/contact person
• Start date
• Website links
• Scheduling links
• Notes and descriptions

This helps organizations maintain visibility into important vendor relationships.

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Adding Vendors #

To add a vendor:

1. Navigate to the Vendors tab
2. Click Add Vendor
3. Enter vendor details
4. Save the record