Account settings

The account settings in Librario let you centrally manage various aspects of your library at the account level. Changes made in the account settings affect all users and processes in your Librario instance.

Administrators only

The account settings can only be changed by users with the administrator role.

Accessing the account settings

To open the account settings:

Click the user icon in the top right
Select Our Account from the dropdown menu
In the dashboard, click Settings

Available settings

General account information

Name of the company
Your company logo/brand This is shown on the login screen

Early adopter programme

The early adopter programme gives you access to the newest Librario features before they become generally available.

Experimental features

The features you enable are still under development. Enabling them affects the entire account. Stability cannot be guaranteed for experimental features. Your feedback helps us improve these features for all customers.

You can join or leave the programme at any time.

Hard copies

Under hard copies you can configure central settings for managing physical media:

Borrowing and returning instructions: Adjust the text users see when borrowing and returning items
Internal mail configuration: Set up ordering copies through your internal mail

For detailed information on managing hard copies, see the hard copy documentation.

Welcome message

The welcome message appears on the home page and is shown to all logged-in users. It is especially suited for:

Introducing the library and its services
Explaining the process for literature orders
Communicating important library rules
Contact details of the library team
Current notices and announcements

The message can be formatted with Markdown to highlight and structure important information. Use this to keep your welcome message clear and well organised.

Task management

On plans with advanced task management, you control here how Librario distributes the tasks it creates automatically and which deadlines it sets for them. The available task types are described on the Task types page.

Auto-assignment. For three categories you define who newly created tasks are assigned to:

Data quality – quality reviews, duplicate checks, and data quality summaries
Failed imports – tasks from failed imports
User requests – internal mail orders and error reports from your colleagues

Quality reviews of imported records belong to Data quality

The quality reviews that Librario creates automatically after a successful import fall under Data quality – together with manually requested quality reviews and the duplicate and data quality notices. The Failed imports category, by contrast, only contains tasks from aborted imports. So if you want to control who imported records are assigned to for review, set this under Data quality. The Assign to import creator strategy (assigning to the person who started the import) is only available for Failed imports.

For each category you choose between Do not assign (the task waits unassigned on the Kanban board), Assign to random librarian, and Assign to specific user. Failed imports can additionally be assigned to the person who started the import.

Processing deadlines. For internal mail orders, quality reviews, and failed imports you set a deadline in business days. Librario uses it to calculate the due date of every new task; the Kanban board highlights overdue tasks in colour. In the settings dialog this area is called Task SLA deadlines.

Single sign-on with Microsoft

Single sign-on (SSO) lets your staff log in to Librario with their usual Microsoft credentials. This offers several advantages:

No separate passwords needed for Librario
Automatic account management via Microsoft Entra ID
Increased security through centralised access control
Simplified onboarding of new staff

The detailed setup and configuration is described in the SSO documentation.

AI assistants (MCP)

Through the Model Context Protocol connection, AI assistants such as Claude and ChatGPT can do research in your library. Here you decide account-wide whether AI assistants may connect to your account at all — the setting applies to all users.

You choose between two options:

“AI assistants may connect to this account.” (default): your users set up their own connections and manage them on the Integrations page.
“AI assistants are disabled for this account.”: the connection is switched off account-wide — this takes effect immediately for all users. Every AI-assistant request is rejected, and new connections are not possible.

This switch is the account-wide master control; connecting and revoking individual connections remains up to each person. Disabling deletes no connections — existing connections are only paused and resume without reconnecting once you re-enable.

Best practices

Review the settings regularly to keep them up to date
Document the changes you make
Test new settings with a test account
Inform your users about relevant changes

Markdown formatting

Many text fields in the account settings support Markdown formatting. You can use it to structure and highlight your text. (**bold**, *italic*, [Link](https://example.com) etc.)