Learn more: Learn more about Loopio Library Entries in the Library Entry Overview Learning Station course (a Loopio login is required to access these links)
Yes. Loopio allows you to assign ownership of Library Entries to specific Users to ensure information remains relevant and accurate, and to help easily identify who the content experts are within your teams.
Subscription Required: Library Entry Owners is available on select subscription plans only. Contact Support to learn more: Send an email to Support
How Do I Assign a Library Entry Owner?
Permissions Required: Library, Level 3 (Full Access) permissions are required to assign Library Entry Owners.
You can assign Library Entry Owners in three different ways:
Select or Update a Library Entry Owner in the Library Search Page:
You will find the Assign Entry Owner button on the upper-right corner of the Library Entry:
When clicked, a dropdown window will appear where you’ll be able to find the Loopio User you wish to assign the Entry to by typing in their name. You can then select a User from the list and click on Save to assign the Entry’s Owner:
Select or Update the Library Entry Owner in the Edit Library Screen:
On the Edit Library screen, You will find the Entry Owner field below the Library Location section:
Similar to the Library Search screen, you’ll be able to find the Loopio User you wish to assign the Entry to by typing in their name. You can then select a User from the list and click on Save & Verify to assign the Entry’s Owner.
Bulk Select or Update Entry Owner(s):
Permissions Required: General Administration, Level 1 or higher permissions are required to Update Entry Owner(s).
In addition to being able to configure Library Entry Owners on individual Library Entries, you have the ability to bulk update Entry Owners from your Library Search screen.
To do so, after selecting multiple Library Entries, you can click on Update Entries to open the Update Library Entries screen:
The Update Entry Owner option can be found on the bottom-left area of the Update Library Entries window. You can click on the Update Entry Owner checkbox to update the Entry Owner by typing the name of the user in the field:
Note: If there are existing Entry Owners for the selected entries:
- If all Library Entries have the same Owner: The field will be pre-populated with that Entry Owner’s name.
- If all Library Entries have different Owners: The field will be pre-populated with a Multiple Owners label.
How Do I Remove Library Entry Owners?
You can remove Library Entry Owners in two ways:
Removing Library Entry Owners From Individual Entries:
To remove an Entry Owner from the Library Search screen for individual Entries, you will need to hover over the current Owner’s icon, then click on the x button that appears:
Bulk-Removing Entry Owners from Selected Entries:
After selecting multiple Library Entries, on the Update Library Entries screen, under the Entry Owner section, you will need to remove the existing content Owners and explicitly select the No Owner option from the dropdown to remove the Entry Owners on the field or select a different Owner for all the selected Entries:
Searching for Entries by Content Owner
In the Library Search screen, all Users will now be able to filter Library Entries based on Entry Owners. In the search section on the left, you will see the Entry Owner filter right below the Tags filter. In this field, you can select multiple Entry Owners and filter your search results to show only Entry Owners that have been selected:
Entry Owners in Library Backups
A new Entry Owner field will appear in, both, Word and Excel Library backups for any entries that have the field populated.