Skip to main content

Search

Pinnacle Series Content Management

Articles about managing library content in Pinnacle Series

EP background

Sharing a Library and Managing Access

Eagle Point Software Knowledge Base

Quick Answer

To share a Library in Pinnacle Series, select Share Library from the Library's banner or its options menu (the three-dot icon on the Library card), then choose to share it with all Standard Users or with specific Groups. Library sharing - not folder placement - is what controls whether users can see a Library's content in the Peak Experience.

What This Article Helps With

This article is for Admins who want to share a Library with users, limit it to specific Groups, or review and change who already has access to a Library.

Share a Library with All Standard Users

  1. Open Libraries.
  2. Locate the Library you want to share.
  3. Select the options menu (the three-dot icon) on the Library card.

  4. Select Share Library.

  5. In the Share Library window, select Share with All Standard Users.
  6. Turn on the toggle to share the Library with all Standard Users.

  7. Select Save.

Confirm the change by reopening Share Library for this Library and checking that the Share with All Standard Users toggle is on.

Share a Library with Specific Groups

  1. Open Libraries.
  2. Locate the Library you want to share.
  3. Select the options menu (the three-dot icon) on the Library card.
  4. Select Share Library.

  5. In the Share Library window, select Share with Groups.

  6. Select Add Group.
  7. In the Share with Groups window, use the search field or the Filter dropdown to locate the Group or Groups you want, if needed.
  8. Select the checkbox next to each Group you want to share the Library with.
  9. Select Add Groups.
  10. Select Save.

Confirm each Group you added now appears in the Share Library window, with its member count shown beneath the Group name.

Managing Access After Sharing

Once a Library is shared with one or more Groups, reopening Share Library and selecting Share with Groups lists each Group currently sharing access to the Library, along with its Standard User and External User count. From here you can:

  • Select Add Group to share the Library with an additional Group.
  • Select the trash icon next to a Group to remove that Group's access to the Library.
  • Select Save to apply your changes.

To check whether a Library is shared with all Standard Users instead of specific Groups, open Share Library and check which of Share with Groups or Share with All Standard Users is selected, and whether the All Standard Users toggle is on.

Helpful Tips

  • Library sharing is the control that determines Peak Experience visibility for a Library's content - where that content sits in your folder structure does not affect who can see it.
  • A Library can be shared with Groups and with all Standard Users at different times, but review both settings in Share Library if you're troubleshooting unexpected access.

Still Need Help

Log a support ticket