Empowering Collaboration: adding Members to a Library in Salesforce

Users can easily manage access for other users or public groups, allowing them to view and use the templates with Mambo Merge.

Step 1 - Go to Files ↵

Click on the Files tab, or the App Menu and search Files.

App Launcher Top Left - Search Files

Step 2 - Click on Libraries ↵

On the Left side of the Files Page, Click on Libraries.

On left side Panel, click on Libraries

Step 3 - Select the Library needed. ↵

All libraries you have access to will be displayed. Select the Library you need to add Users to access.

Select Library to Add Member to

Step 4 - Click Manage Members ↵

In the Right corner below the Tab bar, click Manage Members.

Click Manage Members in right corner under Tab bar

Step 5 - Add Member ↵

A Screen will appear in the center of the screen. You can search for Users or Groups to share access with and choose the level of access granted.

5.1 Choose People or Public Groups

Dropdown Select Public Group or People

5.2 Search the Catergory

In this example, People was Selected. Suggested Users are displayed, but you can type in the search to find the User or Public Group needed.

Search for User or Public Group

5.3 Set Access to Viewer

For Users to be able to see the File, or use the Template file in Mambo Merge, they need the minimum access Viewer.