Admins and Library Administrators create libraries from Files Home in Lightning Experience. You give the library a name, optionally brand it with an image, then add members and assign each one a library permission. You need Manage Library checked in your library permission to manage a library after it exists.
- Open Files Home
In Lightning Experience, go to the Files tab and click Libraries in the left panel. This is where every library you can access is listed, including older CRM Content libraries.
- Create the library
Click New Library, enter a name, and optionally upload an image to brand it. The person who creates the library automatically receives administrative rights over it.
- Add members and permissions
Use the library dropdown and choose Manage Members. Add individual users, public groups, or roles, and give each one a library permission such as Viewer, Author, or Library Administrator.
- Add and organize content
Upload files into the library and, if you have the right privileges, tag them and arrange them into folders. Uploading a new version of an existing file keeps the prior versions in history rather than overwriting them.
A clear name for the library, usually by team, project, or function, so members can find it on Files Home.
At least one member, added as a user, public group, or role, since a library with no members beyond its creator has no audience.
Each member needs an assigned library permission (Viewer, Author, or Library Administrator) that sets what they can do in this library.
- Library permissions are per library. The same user can be a Viewer in one library and an Author in another, so assign permissions deliberately rather than assuming a global role.
- Only empty libraries can be deleted. Remove all files first, and clear them from the Recycle Bin if needed, before the delete will go through.
- Personal libraries ignore library permissions entirely. Files a user saves to their personal library are not governed by this membership model.
- You need Manage Library in your permission to add or remove members. A plain Author cannot change who belongs to the library.