User groups update shares retroactively. Add an associate to “Corporate Law” and they instantly see every project and template the group has.
Team management and sharing features are available on the Teams plan.
Team profile
The Team tab in Settings is where admins manage how the firm appears inside Libra. Owners and Admins can edit; Members see the values read-only.Team Image
Team Image
Upload a logo or office photo (GIF, WebP, JPEG, or PNG). Used on shared content and in team-facing surfaces. Click Remove to clear it.
Team Name
Team Name
The display name for the firm. Shown in shared resources, invitation emails, and team-level admin screens. Pick the name colleagues recognise — usually the firm’s short form.
Roles
Every team member has a role.| Role | Permissions |
|---|---|
| Owner | Full access: team settings, billing, user management, everything. |
| Admin | Full access to team settings; can manage users, assign licenses, create user groups, configure organisation settings. No billing. |
| Member | Create and own personal content; use shared resources; collaborate within shared projects. No team-settings access. |
Changing a team member’s role
Admins can promote a Member to Admin or demote an Admin to Member.Open Team & Subscription
Click your profile icon in the bottom-left corner of the sidebar. Select Team & Subscription.
User groups
User groups are named lists of team members for easier sharing. Sharing a project with the “Corporate Law” group adds every member of that group at once, and adds new members automatically as they join the group.Only Admins and Owners create and manage user groups. Members can see the groups they belong to.
Common group patterns
| Pattern | Examples |
|---|---|
| By practice area | Employment Law, Corporate Law, Tax, Litigation |
| By role | Partners, Associates, Paralegals |
| By location or team | Berlin Office, Due Diligence Team, Munich M&A |
Creating a user group
Configure the group
| Field | What it’s for |
|---|---|
| Name | Required. Short and descriptive. |
| Description | Optional. Up to 500 characters. |
| Members | Tick the team members to add. The search field filters the list. |
Managing a group
| Action | Where |
|---|---|
| View members | Click the expand arrow next to the group. |
| Remove a member (Admin only) | Click the remove icon next to the member. |
| Leave a group (yourself) | Click Leave group next to your own name. |
| Edit or delete (Admin only) | Click the three-dot menu on the group row. |
Assigning research-database licenses
If your firm has purchased Otto Schmidt research modules (or other paid integrations), admins distribute the licenses across team members.Select members
On the Team Members tab, tick the checkboxes for the members you want to assign packages to. A toolbar appears at the bottom showing the selection count.
Pick the packages
Each package shows the number of licenses available. Tick the ones you want to assign.
You can only assign packages if you have available licenses. Buy more from the Subscription tab if you run out.
Tips
Set up groups during onboarding
Set up groups during onboarding
The first month is when a firm’s group structure gets locked in. Spend an hour at the start mapping out the right groups, by practice area, by office, by seniority, and you avoid months of ad-hoc individual sharing.
Match groups to how the firm actually works
Match groups to how the firm actually works
A group called “M&A Berlin Associates 2025” is more useful than “Group A”. Names should reflect the actual structure your firm operates in.
Review access quarterly
Review access quarterly
Set a calendar reminder. Open shared resources, scan Who has access, remove anyone who’s left the firm or the matter.
Pick the right permission level
Pick the right permission level
View for colleagues who consume. Edit for the people who maintain it. Admin is for co-owners only; granting Admin lets someone delete the resource.
Next steps
Sharing & access
The full sharing model.
Subscription
Manage licenses and billing.