Using Library as a team

Using Library as a team

Wilcom Library supports collaboration by allowing multiple users to access and work with shared design records. Understanding how roles and permissions work helps teams collaborate effectively while maintaining control over design data.

Understand user roles

Library supports two main user roles:
  1. Owner: has full administrative control, including managing settings, licenses, and storage.
  2. Member: can work with designs but has limited administrative access.
Roles determine what actions users can perform within Library.

Understand permissions & access

Permissions control how users interact with designs. Members can:
  1. Upload designs
  2. Edit design metadata
  3. Add or remove attachments
  4. Search, view, and download designs
  5. Open designs in Truesizer
Owners can perform additional administrative actions such as managing settings and licenses.

Collaborate on shared designs

All designs in Library are shared across the organization. This allows teams to:
  1. Access the same design records.
  2. Reuse designs for repeat work.
  3. Maintain consistent design information.
Changes made to a design are visible to all users.

Understand design locking

When a design is opened in Truesizer:
  1. The design is temporarily locked for editing.
  2. Other users can still view the design.
  3. Other users cannot edit the design at the same time.
The lock is released when the editing session ends.

Best practices for team workflows

To work effectively as a team:
  1. Keep design metadata up to date.
  2. Use consistent naming and tagging.
  3. Check if a design is locked before editing.
  4. Avoid duplicate uploads.
  5. Remove unused designs and attachments.
Following these practices helps maintain an organized and efficient Library.

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