How do I add a resource?

Adding a resource in Propel Your Business can be done from two places:

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Option 1: From the Navigation Bar #

1. On the left-hand side, click Resources.
2. In the top right corner, click Add Resource.
3. Enter the following details:
   • Resource name
   • Description (optional)
   • Meeting series you’d like to pin it to — or leave this blank to decide later.
   • Link to the document
4. Assign permissions:
   • Editors can edit the resource in Propel.
   • Viewers can only view the resource in Propel.
     (Remember: Propel does not store documents. You must also grant access in the original storage system, such as Google Drive or Dropbox.)
5. Click Submit or Submit and Add Another.

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Option 2: From a Meeting #

1. While in a meeting series, go to the right-hand side and click Resources.
2. Click the Add Resource button.
3. Enter the same details as above, but notice:
   • The meeting series field is automatically filled with the series you’re working in.
4. Assign Editors and Viewers.
   (Again, remember to share access in the document’s storage system.)
5. Submit the resource or add another.

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Key Reminder #

Propel Your Business does not override security settings from your document storage platform. Always ensure your participants have the correct permissions in both Propel and the original system.