Adding 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 Resource in the upper-right corner.
When creating a resource, you can:
- Enter a resource name
- Add a description
- Pin the resource to one or more meeting series
- Add the resource link or URL
- Assign tags for organization and filtering
- Designate editors and viewers
Editors can manage and update the resource, while viewers can access the resource without making changes.
Meeting Series Visibility #
If a resource is pinned to a meeting series, all participants in that meeting series will automatically be granted Viewer access to the resource within Propel.
Before pinning a resource, consider whether everyone in the meeting should have access to the information.
Adding a Resource from Within a Meeting #
Resources can also be created directly from a meeting.
While inside a meeting, click the Resources button on the right side of the screen and select Add Resource.
The same resource creation options are available:
- Resource name
- Description
- Resource link
- Tags
- Editors
- Viewers
When a resource is created from within a meeting, it is automatically pinned to that meeting series.
Automatic Sharing and Permissions #
When creating a resource inside a meeting, Propel checks whether meeting participants already have access to the resource.
If participants do not currently have access, Propel will notify you and provide the option to automatically add meeting participants as Viewers.
This helps ensure everyone attending the meeting can access the documents and resources being discussed.
Resource Access Levels #
Each resource includes three levels of access:
Owner #
The person who created or owns the resource. Owners have full control over permissions and settings.
Editor #
Can view and modify the resource details within Propel.
Viewer #
Can view and access the resource but cannot edit it.
Users who are not assigned as an Owner, Editor, or Viewer will not see the resource in their Resource Dashboard.
Important Note About External Documents #
Propel does not store documents directly.
Resources are links to documents that are stored in external systems such as:
- Google Drive
- Microsoft OneDrive
- SharePoint
- Other cloud storage platforms
Because of this, users must have access in two places:
- Within Propel through Owner, Editor, or Viewer permissions.
- Within the original document storage platform.
If access is missing in either location, users may be unable to open the resource.
Best Practices #
- Use clear, descriptive resource names.
- Include a helpful description so others understand the purpose of the resource.
- Organize resources with tags for easier searching and filtering.
- Pin frequently used resources to recurring meeting series.
- Regularly review editors and viewers to ensure permissions remain appropriate.
- Verify document-sharing permissions in Google Drive, Microsoft 365, or the source platform before distributing resources.
Well-organized resources help teams reduce meeting preparation time, improve collaboration, and ensure important information is always easy to find.