Manage and Secure Libraries

A Library permission is a group of privileges assigned to each Content Library member.

  • It determines which tasks a member can perform in a particular Library.
  • The same user can have a different Library permission in each of his or her Libraries.

Your organization already has three Library permissions:

  • Library Administrator
  • Author
  • Viewer

Library permissions do not apply to personal Libraries.  All Content users can save files in their personal Libraries.

To Create / Edit / Delete a Library Permission

To Create / Edit / Delete a Library permission
  1. Click Your Name | Setup | Customize | Salesforce CRM Content | Content Permissions
  2. Click Add Library Permissions to Create (see additional steps below)
  3. Click Edit to Edit  (see additional steps below)
  4. Click Delete to Delete
  1. (If Creating) Assign a name to the Library permission.
  2. Optionally, enter a description of the Library permission. If your organization has several Library permissions, consider describing each by its function or with a summary of its privileges. For example, for a “Marketing Reviewer” permission you might include a description that reads, “Reviews all content used in outbound marketing campaigns” or “This user can view and comment on documents.”
  3. In the Permissions section, select the checkboxes that correspond to the privileges you want to grant to users with this Library permission. (see additional Details below)
  4. Click Save.