Internal Library - Initial Configuration

Tutorial #1: Internal Library Initial Configuration

Description: Build the foundation for your team’s single source of truth by managing the curated product properties and controlling who can edit products in the Internal Library

Keywords: #Library #Internal Library #Phase Column Settings #User Roles

Steps:

To support your team in curating a digital library of approved products to be used in projects, we recommend configuring product columns and user roles access.

Let’s start with the product properties. Remember to sign in to be able to access the links in the tutorial.

1. Go to the Settings > Phase Column Settings > Columns page (shown below)

2. Identify the product columns your team wants to curate in the Internal Library.

3. Change the “Column Property” to “Product Specific” for these columns.

Pro tip: Use the checkboxes to select more columns and use the “Bulk Actions” button at the top to change the property all in one go.
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4. If you’re changing the property to “product”, then all the project items will be unlinked from the Internal Library items. If you don’t have items in your Internal Library yet, you can skip this step.

5. Click on “Save”

Now let’s assign users to manage the Internal Library.

1. Go to the People > Roles and Access page.

2. Click on “Settings” next to an internal role.

3. On the “Column Access” tab, decide if this user role can edit the product properties you configured earlier.

4. Save the settings.

5. Go back to the “General Access” tab of the user role.

6. Set the correct access for the “Internal Library”

    

   

7. Save settings.

8. Repeat for each internal role.

    

Edit Access:

• Full access to the Internal Library module.

• Users can edit the product properties (if their role has Edit access to the column).

• Users can change the “Library Status” and publish updates to active projects.
  
  

View Access:

• Read-only access to the Internal Library module.

• Users can’t edit the product properties.

• Users can’t change the “Library Status” or publish updates to active projects.

• Users can still send items from projects to the Internal Library, pending approval from a user with “Edit” access to the Internal Library.

No Access:

• This role is not able to enter the Internal Library module.

This role is not able to enter the Internal Library module.

We hope this article was helpful, please rate the article, and reach us via Live Help if you still need assistance.