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Everyone who joins your company can access its Firm Library. Your library role controls what you can change there. It does not change your role on company projects.

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Member roles

Choose Contributor or Librarian on Library Info. Making someone an Editor on company projects does not make them a Librarian. Inviting someone as a Guest or project collaborator does not let them open your Firm Library. To share selected library materials with someone outside your firm, send a Consultant invitation.

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Change a Member’s library role

Only your firm’s Company Admins can change a Member’s library role.
  1. Open your firm’s Library and its Info page.
  2. Find Members.
  3. Use the person’s library-role dropdown to choose Contributor or Librarian.
Choose Contributor if the person no longer needs to be a Librarian. They can still view the library and edit it while unlocked. Their company role and project roles do not change. Company Admins are always Librarians, so you cannot change their library role here. Manage company roles on the company Team page. Inactive accounts are labelled Inactive, and you cannot change their roles.
Making someone a Librarian does not make them a Company Admin. They can organize and edit the library, but only a Company Admin can change Member roles, invite Consultants, or choose which materials to share.

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Lock or unlock the library

A Librarian can use Lock library or Unlock library on Library Info, then confirm the action.
  • When unlocked, Contributors can add and edit materials and fields.
  • When locked, Contributors retain viewing access, but only Librarians can edit.
  • Consultants have read-only access to their shared selection, whether the library is locked or unlocked.
A banner shows when the library is locked. You may see the name of the person who locked it, or Locked by you if you locked it yourself. To unlock it, go to Library Info. Locking is not a way to hide the library. It controls editing, not viewing or membership.

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Keep access changes separate