Resource 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 done.

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Accessing the Resource Module #

Select Resources from the left-hand navigation menu.

The Resource dashboard displays all resources that:

• You own.
• Have been shared with you.
• You have permission to view.

The dashboard provides visibility into resources across your organization while maintaining access controls for individual documents.

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Resource Dashboard Overview #

The dashboard displays key information for each resource, including:

• Resource name
• Description
• Meeting series the resource is pinned to
• Assigned tags
• Resource type

Resource types may include:

• External links
• Google Docs
• Google Sheets
• Microsoft documents
• Other linked resources

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Finding Resources #

Use the filters at the top of the dashboard to quickly locate specific resources.

Filters can help narrow results based on:

• Resource name
• Tags
• Meeting series
• Resource type
• Ownership and sharing permissions

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Adding a Resource #

To create a new resource:

1. Click Add Resource in the upper-right corner.
2. Enter a resource name.
3. Add a description.
4. Select any meeting series you want to pin the resource to.
5. Add the document or resource link.
6. Assign a tag if desired.
7. Define who can view or edit the resource.
8. Save the resource.

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Resource Permissions #

Resources support two permission levels:

Editors #

Editors can:

• View the resource
• Modify resource details
• Update links and descriptions
• Manage resource settings

Viewers #

Viewers can:

• Access and view the resource
• Use the linked document or information

Viewers cannot edit the resource details within Propel.

If a user is not listed as either a viewer or editor, they will not have access to the resource.

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Understanding Document Access #

It is important to understand that Propel does not store the actual document.

Propel stores a link to the document and provides organization, visibility, and access management within the platform.

For example:

• Google Docs remain in Google Drive.
• Google Sheets remain in Google Drive.
• Microsoft files remain in Microsoft OneDrive or SharePoint.
• External resources remain in their original location.

Because of this, users must have access in both places:

1. The resource must be shared with them in Propel.
2. The underlying document must also be shared with them in its source system.

If either permission is missing, the user may be unable to open or edit the document.

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Using Resources During Meetings #

Resources can be pinned directly to meeting series.

When a resource is pinned to a meeting series, participants can access it from within the meeting.

To view meeting resources:

1. Open the meeting series.
2. Locate the Resources button near the meeting controls.
3. Select the resource you wish to open.

Only resources that you own or have been granted access to will appear.

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Best Practices #

For the best experience:

• Organize resources with meaningful names and descriptions.
• Use tags to improve searchability.
• Pin frequently used documents to meeting series.
• Assign appropriate viewer and editor permissions.
• Ensure document permissions are configured correctly in Google Drive, Microsoft 365, or the source system.
• Use resources as a centralized reference point rather than storing duplicate files.

The Resource module helps teams keep important information organized, accessible, and connected to the meetings and initiatives where it is used most.