Resources
Resource Overview
Last Updated: September 18, 2026Resources Module Overview The Resources module provides a central place to organize and access important company information, documents, and links. When you select Resources from the left-hand navigation, you will find two primary areas: Workspace and My Resources. Workspace Workspace lets Company Admins create organized resource areas for the company, departments, or specific user groups....
Controlling Access To Resources
Last Updated: August 28, 2026Resource Permissions and Access Every user within a company has the ability to control access to the resources they own. When creating a resource in Propel, the resource owner determines who can access it by assigning users as: If a user is not listed as the owner, an editor, or a viewer, they will not...
Adding A Resource
Last Updated: June 3, 2026Adding Resources Resources can be added from multiple locations within Propel, making it easy to organize important documents, links, and reference materials where your team needs them most. Adding a Resource from the Resource Module To add a resource, navigate to the Resources module from the left-hand navigation bar. On the Resource Dashboard, click Add...
Pinning A Resource To A Meeting Series
Last Updated: June 3, 2026Pinning Resources to a Meeting Series Resources can be pinned to meeting series to make important documents, links, and reference materials easily accessible during meetings. There are two ways to pin a resource to a meeting series. Option 1: Pin a Resource from the Resource Dashboard Navigate to the Resources module and locate the resource...
Archiving A Resource Or Removing A Resource From A Meeting Series
Last Updated: June 3, 2026Removing and Archiving Resources There are two different ways to remove a resource, depending on whether you want to remove it from a meeting series or retire it completely from active use. Removing a Resource from a Meeting Series If you no longer want a resource to appear in a particular meeting series, you can...
Configuring Workspace
Last Updated: September 18, 2026Setting Up Your Workspace Under the Resources module, Workspace provides a centralized area where Company Admins can organize important pages and links for their team. Workspace content is organized into Categories, Sections, and Links, allowing you to design a resource center that fits your organization. Add a Category Only Company Admins can create and design...
Workspace: Sharing Content with Users
Last Updated: September 18, 2026Managing Workspace Sharing & Access Each Workspace category can have its own sharing and access settings. This allows Company Admins to organize resources in one central location while controlling which teams and individuals can access them. Set Category Access For each Workspace category, you can determine who should have access. Categories can be: Each category...