Create Library

There are two options to creating a library: a personalized library for internal use and a shared library for onboarding and best practices sessions.

Personal Library

A personal library is available to all end users and is not shared across different users, teams or departments. The purpose of this library is for a user to bucket their own calls for motivation, quarterly business reviews or weekly coaching sessions.

Select the Create Library to get started. Give the Library a name and a description of the Library. The name is limited to 25 characters and the purpose has an unlimited character limit.

Create Library to finalize the library creation.

The created library is housed under the Your Library Subscriptions section and has the Manage button to the right of the name.

Click Manage to make any edits to the Library Name and Purpose. 

 

Shared Library

End users with sharing permissions enabled on their user profile have the ability to share libraries to other ExecVision users. The options include sharing to a user's team, department or everyone (global). Library permissions are tied to viewing permissions. If a user only has access to their team's calls, then libraries can only be shared to users within the same team.

Select the Create Library to get started. Give the Library a name and a description of the Library. Click Share this library with other users to activate the sharing protocol.

Share with

Select the sharing tier in the drop-down menu. Options include Everyone (global), Department, Team and individual User. The drop-down will only include the options that were selected by the admin in the Settings tab.

Drill down your search by selecting a specific more targeted hierarchy. The tier must be selected first before selecting the specific department, team or user. Click the plus button next to the search to add the Library member or group.

Library Permissions

Different libraries can be granted to Library members depending on their roles and operation status. The following permissions are available regardless of selected tier:

Admin: the member manages the library and make edits to sharing permissions on the creator's behalf.

Create Tags: the member can create tags for this library within the Call Card.

Add: the member can add calls to this library.

Remove: the member can remove calls from this library.

View: the member has access to the library in their library subscriptions

Click the red person icon to remove the member from the sharing view.

The weight of importance is in the order of User > Team > Department > Everyone. This means that individual user permissions supersede that of team and department level permissions. Using the above example, Scott Shaul is in the ExecVision Customer Success & Support department but his permissions for this library supersede the permissions that he would have retained as a member of the specified department.

Tags

Similar to how social media platforms bucket different topics, Tags are the why a call is selected for a Library. Tags are customizable and can be added in the Call Card (if the sharing permissions allow) or in the Library Subscriptions > Manage view (if admin of Library). 

Begin selecting pre-existing tags from the drop-down. These options are available from previously accessed tags. Type in a word or phrase and select the blue plus to generate a new tag. There is a 25 character limit for tags.

Create Library to finalize the library creation. Delete Library to permanently remove the library from view. The library will be removed for the creator and to the users who have access to the Library.