What is a Library?
Libraries allow you to create a custom-branded training experience for departments, partners, or customers. This is perfect for self-serve training materials.
How to Create a Library
Now, let's get started with your first Library. There are two easy and simple ways to create a Library.
When you first logged in and navigated to the Training Application Admin area, you will see four large tiles, and one of them should say "Library".
Under each folder, there is the option of "Create New". Once you click on that, a dropdown will appear, and you'll see an option for "Library" here.
Adding Branding to a Library
Immediately after creating your first Library, you will be prompted to edit and brand your Library. Hover over the square icon where the graduation cap is, and clicking it will allow you to add a picture to customize the logo. Hover over the large banner picture at the top of the Library. It will darken and allow you to edit the banner by clicking on the image. Select the image you want to use!
Adding Content to a Library
Use the blue "+ Add" button on the right of the screen and select "Add Content" to find existing to add to your library. Or create a folder for the library to organize existing content within it.
Clicking "Add Content" will bring up a drawer that displays all the available content you can add to your Library. Use the search bar or navigate through your folders to find a set of trainings you would like to curate for this library.
Organizing Content Using Folders
As more content gets added or created, we can use folders to organize them in the Library. Use folders to help separate out different training topics like marketing, sales pitches or other categories for your team to grow their knowledge.
Public vs Private
You can set your Library to be Public under the Members tab.
If your Library is set to Public, any internal user will have access to the Library on their Learner home page.
If the Library is not set to Public, only users who have been invited to have access to the Library will have access, this includes both internal and external users.
You can also click on the Groups tab to add users through Groups.
Featuring Content
You can feature content or a folder at the root level or within a Library folder, to pin it to a top "Featured" section.
Click the three dot overflow menu and select "Add to Featured Content" to put this content in that pinned Featured section.
To remove from the featured section, click the overflow menu again, and select "Remove from Featured".
This is how the Featured section will look for your Learners when they navigate to the library and it's folders:
Publishing Libraries
After branding and adding all the content, it is time to publish your Library. Be sure to click "Publish" inside the orange banner at the top of the screen. Once published, it will be made available to Learners (all employees if it is public, or to the Members you added).
Learn more about Learner facing features in Libraries here.
Advanced Security Settings for Libraries
For our clients who train external audiences, such as partners or contractors, we now have the ability to decide which users can access public Libraries.
This setting can be found under [Settings] > Enterprise > Security & Privacy Settings.
If this box is checked, all internal and external users will be able to access public Libraries.
If this box is not checked, only internal users will be able to access public Libraries.
Note: the internal users are determined by the Internal Domains listed on your Enterprise Settings page.
Discussions
For customers utilizing our legacy Discussions feature in their enterprise, you can learn more about Discussion Boards here.