Resource 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:
- Editors – Can view and edit the resource details.
- Viewers – Can view the resource but cannot edit it.
- Owner – Has full control of the resource and its permissions.
If a user is not listed as the owner, an editor, or a viewer, they will not be able to access the resource.
In addition, resources that a user does not have permission to access will not appear anywhere in their Resource dashboard.
Sharing Resources Through Meeting Series #
Resources can be pinned to meeting series to make them easily accessible during meetings.
When a resource is pinned to a meeting series, Propel will ask whether you want to share the resource with the participants in that meeting.
If you choose to share the resource:
- Meeting participants are automatically added as viewers.
- The resource becomes available within that meeting series.
- Participants can access the resource directly from the meeting.
If you do not want meeting participants to have access to the resource, do not pin the resource to the meeting series.
Understanding Document Permissions #
It is important to remember that Propel does not store documents.
Propel serves as an organizational layer that links to documents stored in external systems such as:
- Google Drive
- Microsoft OneDrive
- SharePoint
- Other external document repositories
Because of this, access must be granted in two places:
1. Propel Permissions #
Users must be designated as an owner, editor, or viewer within Propel.
2. Source Document Permissions #
Users must also have permission to access the document in its original storage location.
For example, if a Google Doc is shared in Propel but not shared through Google Drive, users may see the resource in Propel but will be unable to open the document.
Likewise, if a document is shared in Google Drive but not shared in Propel, it will not appear in the user’s Resource dashboard.
These two layers of permissions provide additional control and security over company resources.
Best Practices #
- Only share resources with individuals who need access.
- Use meeting-series sharing carefully, as it can grant visibility to multiple participants.
- Verify document permissions in Google Drive, Microsoft 365, or the source system before sharing.
- Review resource viewers and editors periodically to ensure access remains appropriate.
- Remember that resource visibility inside Propel and document access outside Propel are managed separately.
By combining Propel permissions with document-source permissions, organizations can maintain both accessibility and security for their most important resources.