Creating Libraries¶
Libraries are the top-level containers in infoRouter. Only System Administrators and members of the Administrators group can create and delete libraries.
How to Create a Library¶
Step 1: Access Library Management¶
- Navigate to the Control Panel
- Click Libraries to see existing libraries
- Click New Library in the left sidebar
Step 2: Configure Basic Settings¶
| Setting | Description |
|---|---|
| Name | Enter a name for the new library |
| Use as template | Optionally copy structure from an existing library |
| Allow Anonymous Access | Create as an Anonymous Library |
| Hidden Library | Hide from regular view (only visible with folder options set) |
| Welcome Message | Text included in library invitation emails |
Step 3: Add Members¶
- Click Next to continue the wizard
- Select global users to add as library members
- Click Next
- Select global user groups to add as library members
- Click Next
Step 4: Assign Security¶
The Folder Security window allows you to assign permissions to the selected users and groups.
Using Template Libraries¶
Template Libraries
Use the "Use another library as a template" option to copy an existing library's structure. This is useful when you regularly create libraries with the same folder structure.
Large Templates
Creating a library from a template with many folders and documents may take a long time.
Creating a Template Library¶
To create a reusable template:
- Create a new library
- Build your desired folder and subfolder structure
- Add any standard documents you want in every new library
- Do NOT specify any members (keeps the template hidden from regular users)
- Use this library as a template when creating new libraries
Library Options¶
| Option | Description |
|---|---|
| Anonymous Library | Public access without login |
| Hidden Library | Not visible in default view |
| Template-based | Copy structure from existing library |