In Libra, your organization is your team’s shared workspace. You can share resources with your entire team, specific user groups, or individual colleagues — giving you full control over who sees what.
Team management and sharing features are available on the Teams plan.
Roles and Permissions
Every team member has a role that determines what they can do in Libra.| Role | Permissions |
|---|---|
| Owner | Full access to everything, including team settings, billing, and user management |
| Admin | Full access to team settings, can manage users, assign licenses, create and manage user groups, and configure organization settings |
| Member | Create and manage personal content, use shared resources, and collaborate within shared projects. No access to team settings |
Changing User Roles
Admins can change the role of any team member between Admin and Member.Open the Team Members page
Click your profile picture in the bottom left corner.
Open the user menu
Find the team member whose role you want to change. Click the three-dot menu (…) on the right side of their row.
Select the new role
In the Change Role dialog, you’ll see the user’s current role. Use the New Role dropdown to select the new role (Admin or Member).
User Groups
User groups let you organize team members into named groups for easier sharing. Instead of adding individuals one by one, you can share a project or template with an entire group at once.- Practice areas: “Employment Law”, “Corporate Law”, “Tax”
- Roles: “Associates”, “Partners”, “Paralegals”
- Teams: “Berlin Office”, “Due Diligence Team”
Only Admins and Owners can create and manage user groups. All team members can view the groups they belong to.
Creating a User Group
Configure the group
Enter a Name for the group (required) and an optional Description (up to 500 characters). Select team members to add by checking the boxes next to their names. You can use the search field to find specific members.
Managing User Groups
From the User Groups tab, you can:- View group members: Click the expand arrow next to a group name to see all members
- Remove members: Admins can click the remove icon next to any member
- Leave a group: If you are a member, click Leave group next to your own name
- Edit or delete a group: Click the three-dot menu (…) on the group row
Sharing Resources
You can share projects, chats, workflows, review templates, discovery templates, and assistants with your team.Sharing must be enabled for your team. If you don’t see sharing options, contact your team admin.
Who Can Share
Only the owner (creator) of a resource can share it initially. The owner can then grant Edit or Admin permission to others, which allows those users to share the resource further.Your team role (Admin, Member) does not determine whether you can share a resource. Sharing is controlled by the permissions on each individual resource.
Who You Can Share With
Resources can be shared with three types of recipients, all within the same team:| Share with | Description |
|---|---|
| Individual users | Specific team members you choose |
| User groups | All members of the selected group(s) get access |
| Entire team | All team members can access the resource |
Sharing across teams is not possible. All sharing is scoped to your team.
How to Share
Every shareable resource has a Share button. Clicking it opens the sharing options.
Add people or groups
In the Share with field, type a name, email address, or group name. Matching results appear as you type.
Set the permission level
Before clicking Add, select the permission level from the list next to the search field.
Click Add
Click Add to grant access. The person or group appears in the Who has access section below.
Set general access and review who has access
Use the General access setting to control the default visibility for your entire team:
- Everyone in the team: All team members can access the resource without being individually added
- Only people invited: Only people and groups you explicitly add can access it
Permission Levels
When sharing, you choose what level of access to grant:| Permission | What it allows |
|---|---|
| View | View, preview, and download the resource |
| Edit | Everything in View, plus edit the resource and share it with others |
| Admin | Full control — edit, share, and delete the resource |
Special Rules for Sharing
Chats
Chats
Chats must be inside a project to be shareable. The person or group you share with must already have access to the parent project. Share the project first, then share the chat.
Workflows
Workflows
When sharing a workflow, the recipient must have access to all assistants used in the workflow — unless those assistants are public.
Removing Access
To remove someone’s access to a shared resource, click Share on the resource and click the delete icon next to their name or group in the Who has access section.
Assigning Packages to Team Members
If your organization has purchased Otto Schmidt research modules, admins can assign these packages to specific team members. This allows you to control which users have access to each legal research module.Select team members
From the Team Members tab, check the boxes next to the team members you want to assign packages to. A toolbar appears at the bottom showing the number of members selected.
Select packages
In the Assign packages dialog, check the boxes next to the packages you want to assign to the selected members. The dialog shows how many licenses are available for each package.
You can only assign packages if you have available licenses. Purchase additional licenses from the Subscription tab if needed.
Best Practices
Organize your team into groups early
Organize your team into groups early
Set up user groups when onboarding your team. This makes it easy to share resources with the right people from the start, rather than adding individuals one by one later.
Use descriptive project names
Use descriptive project names
When sharing projects, use clear names that indicate the project’s purpose. For example: “Acme Corp - Due Diligence 2026” or “Employment Law Research Q1.”
Match groups to your organization
Match groups to your organization
Create groups that reflect how your team actually works — by practice area, office, seniority level, or project team. This makes sharing decisions intuitive.
Review access regularly
Review access regularly
Periodically review who has access to shared resources. Remove team members or groups who no longer need access to maintain proper information security.
Use the right permission level
Use the right permission level
Share with View when colleagues just need to use a resource. Use Edit when they need to modify and share it. Reserve Admin for co-owners who should be able to manage and delete.