Invite your team and assign roles

Add staff and volunteers to your organization and give them the right level of access. Caregivers never get accounts — this is only for the people who run the library. When you’re done, your team members can sign in and work in the libraries you’ve assigned them to.

Only an Org Admin can invite people and set roles.

Steps

1. Invite a person by email

As an Org Admin, invite someone by email address. They’ll receive an invitation and accept it when they sign in, joining your organization.

2. Set their organization role

Every member has an org-level role:

Org Admin — full control of the organization, every library, billing, and settings
Member — belongs to the organization but has no library access on its own until you assign them to a library

3. Assign them to libraries

Give members access to specific libraries from the Users page or a library’s user settings. Each library assignment carries a role:

Library Owner — manages one library, its carriers, loans, and the people assigned to it
User (Library User) — handles day-to-day work: check-outs, check-ins, and caregiver records in that library

A person can hold different roles in different libraries. Org Admins already see and manage every library, so they don’t need per-library assignments.

4. Confirm access

Once assigned, members can sign in and start working in their libraries. Under per-library access mode, they’ll see only the libraries you’ve assigned; under org-wide access mode, they can read across libraries but still need an assignment to make changes.

After inviting your team

Your team members can sign in and manage carriers, loans, and caregivers according to their roles. Adjust roles or remove access any time from the Users page.