Creating a Library
What are TeamSlide libraries?
A library is a container for content (slides, images, videos) that primarily defines its access rights. Additionally, a library can be used in TeamSlide to filter search results and modify search relevancy.
1. Click the ‘Libraries’ tab on the Main Menu panel.
2. There are two tabs at the top where you can either ‘Manage existing libraries’ or ‘Add new library.’ Select ‘Add new library.’
3. Fill out the ‘Name.’ Other optional settings:
- Display position: To order our libraries numerically, change the ‘Display position’ (e.g., 1,2,3) for each library. Pro Tip: keep a gap between numbers (e.g., 5, 10, 15) so that later you can easily add a new library between existing ones
- Search relevance: To increase search relevance of a library, increase the value to be higher than zero. For example, you may want to do this for content that you know is “client-ready” and make libraries that are not “client-ready” less relevant.
- Add read/write permissions for me: Here, you can give yourself permission for this library.
Adjusting Library Permissions
TeamSlide allows you to set permissions within libraries on a user or group level.
1. Click the ‘Libraries’ tab on the Main Menu panel.
2. You’ll notice two tabs at the top where you can either ‘Manage existing libraries’ or ‘Add new library.’ Select ‘Manage existing libraries’
3. Identify the library that you want to adjust and select ‘Edit permissions’
4. Within the permissions view of the specific library you selected, you’ll notice a few rows of users/groups. Each section of rows has permission options. Here, you can add or hide users.
A search bar at the bottom allows you to look up users or groups to add to the list.
5. After adding users and groups that you want to manage, adjust permissions for each.
Permissions options:
- None: Users/groups cannot see the library
- Read: User/group can only view and download the library contents but cannot make changes.
- Add/edit own: Users/groups can only add slides and edit the content they own (Only for content that is uploaded through PowerPoint or through Batch Upload. This does not apply when connected to a CMS which is a read-only interface.)
- Add/edit all: Edit anyone’s content (Only for content that is uploaded through PowerPoint or Batch Upload. This does not apply when connected to a CMS. This does not work when connected to a CMS which is a read-only interface.)
- Admin: Read/write access for all content, allow changes in permissions, take ownership of content, and access deleted content from the history.
- Edit custom: Custom options allow you to adjust permissions on a more granular level and mix and match options.
6. To customize permissions further, click ‘Edit Custom.’ In the pop-up window, adjust the settings, then click ‘Ok.’
7. If you have some users with ‘Read’ access, consider checking ‘Enable submitting updates for approval.’ This setting allows those users to submit new and updated content for approval in the library selected. Only for content that is uploaded through PowerPoint or Batch Upload. When connected to a CMS, users can suggest updates through an email that TeamSlide facilitates.)
8. Click ‘Save changes.’