Resources
Resource Overview
Last Updated: June 3, 2026Resource Module Overview The Resource module provides a centralized location for organizing, accessing, and sharing the documents, links, and reference materials your team uses most often. Resources can be linked to meeting series, organized with tags, and shared with specific users, making it easy to keep important information accessible and connected to the work being...
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...