"Content" - consisting of Pages (which can be Documents, Dashboards, Presentations, Data Tables, Inboxes and more), typically organized in Sections - is a central part of upgraded Planhat (ws.planhat.com). Pages are a key way in which you view and interact with your customer/prospect data. Pages are designed and positioned within Planhat by you, enabling a great deal of personalization.

In the hierarchy of content, Pages can be arranged in Views, which are in Sections, and all of that can be located in Libraries. You can read more about these concepts in our separate article here.

Libraries are a way in which you - as a Planhat admin/builder, e.g. CS Ops - can group content into categories for easy identification, and make it "verified", so the other Planhat users in your tenant (your colleagues) can see which content is approved and recommended.

While general Planhat users can access Library content via the Content Explorer, in this article we are going to focus on the "Libraries" Global Tool for admins, which is where you create and manage Libraries.

Before we go into the "Libraries" Global Tool - where you design your Libraries - let's take a step back and review what Libraries are from the perspective of a general Planhat user.

Libraries are collections (a bit like folders) of related content (Pages and Sections). For example, you could have Libraries based on departments or job roles (such as Sales or Leadership), or topics/processes (e.g. Onboarding or Portals).

When a general Planhat user in your tenant goes to Content Explorer to view content and choose which they would like to add to their Home screen, they will see Libraries displayed in the middle, like so:

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They can then click into any of these to see the components. The blue checkmark (tick) highlights that this is "verified" content. They can click on any of these to open them up fully and decide whether to include them in their Homes.

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Content (Pages and Sections) can exist outside of Libraries, so why use them? There are several advantages.

Firstly, they are a layer of structure. As your Planhat tenant will likely end up with a lot of different Pages and Sections, Libraries are a way to group them together into categories, so it's easier for everyone to find what they are looking for.

Next, from the perspective of you as a Planhat admin/builder, Libraries are one way that you can carry out "top down" customization of your Planhat tenant. Rather than all your Planhat users - including any junior, inexperienced people - creating everything themselves and potentially not following your organization's best practices, using Libraries you have the power to define what's recommended.

From the perspective of general Planhat users within your tenant, it's clear which Pages and Sections are recommended - the verified content. This helps them choose what's best in the Content Explorer, if there are lots of options.

Now you're familiar with the principles of Libraries, let's take a look at the Global Tool itself - how you, as an admin, can create and edit Libraries.

"Libraries" is one of the Global Tools for admins that you will find on the left-hand side of the top gray bar of your Planhat tenant.

If Libraries is not pinned, you will find it under the ellipsis symbol, as shown below:

If you would like to pin "Libraries" to your top gray bar, mouse over its name in the list, and then click on the open pin (shown above). You'll then see the Libraries symbol in the gray bar, as shown below.

When you are within "Libraries", you'll see "Libraries" stated in the gray bar, as in the screenshot below.

You'll be familiar with the concept of Pages being organized as Views within Sections in your Home (if not, read this article for a refresher), and within Libraries it's much the same. The difference is a dropdown menu for "Library" in the top left, highlighted in green in the screenshot below.

When the Libraries dropdown menu is closed, you see the currently selected Library - so the "CS Content" Library in the example screenshots above/below.

To swap between Libraries, or create a new Library, click on this dropdown menu.

You can click on "All Libraries" (shown above) to open up a full list of Libraries in your Planhat tenant. You can use the search box to find a particular Library if you have a lot, and pin your choice of Libraries to the top of your list if you like. Just hover over its name to see the option to pin.

If a Library is pinned, it will state "Pinned" on the right-hand side, as shown below. If you put your mouse over where it says "Pinned", you'll see the option to "Unpin" - useful if you change your mind.

Any pinned Libraries will then show at the top of your list in the main dropdown menu, as show below.

To create a Library, click on the Libraries dropdown, and then select "+ New Library" at the bottom.

This will open up a modal like this:

Choose an icon (made up of a color and a picture) for your Library, and give your Library a name. Make sure it's clear what the theme of your Library is (e.g. "Sales Content"), and ensure its icon is different from existing Libraries in your tenant to make it easier to distinguish between them.

Optionally, add a "Description" with additional information.

The next part of the form is where you define access to the Library.

Once you've filled in the form and clicked "Create", you'll start with a blank slate:

You begin by adding a Section. There are two main options for this:

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Once you have created a new Section, you can add/create your choice of Pages. Then repeat the process, adding more Sections/Pages as required. This is very similar to the process of creating content within your Home.

Remember that when the Libraries dropdown menu is closed, it shows the currently selected Library - so the "CS Content" Library in the example screenshot below. If you put your mouse over the main pale gray bar on the left-hand side (e.g. by the Library name), you'll see a "Library settings" button appear, highlighted in green in the screenshot below. Click here to open up and edit the settings of the selected Library.

You can also edit its content in the same way as setting up a new Library - adding/editing Sections and Pages.