Manage Library Membership from Files Home

Library admins can update, add, delete, and track library members from Files Home. In the Current Members section, external users automatically get an “external badge” to help you identify external partners, customer site members, and portal and Chatter users.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, Performance, and Unlimited Editions
User Permissions Needed
To manage library membership using Lightning Experience: Manage Library checked in your library permission definition
To manage library membership using Salesforce Classic: Manage Salesforce CRM Content
  1. To change a library, from Files Home, click Libraries.
  2. Click the dropdown menu next to a library and choose Manage Members.
    Manage libraries from Files home.
    From here, you can manage members: add them, delete them, or change their permissions.