> For the complete documentation index, see [llms.txt](https://helpdesk.smaply.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdesk.smaply.app/account-and-team/how-to-use-the-account-library.md).

# How to use the Account Library

The Account Library makes an item available across all your workspaces as a single synced reference. Edit it once and the change appears everywhere it is used, which is the difference between the library and a plain copy.

{% hint style="info" icon="tag" %}

#### Plan availability

The Account Library is available on the **Framework** and **Governance** plans only. To use it, [upgrade your plan](/account-and-team/billing-and-plans/what-is-included-in-each-plan.md).
{% endhint %}

The Account Library appears once your account has a second workspace, so you need at least two to use it. See [How to create a workspace](/account-and-team/workspaces/how-to-create-a-workspace.md) if you only have one.

{% hint style="info" icon="clipboard-list" %}

#### In this guide

1. [What the Account Library is](#what-the-account-library-is)
2. [How to add an item to the Account Library](#how-to-add-an-item-to-the-account-library)
3. [How to edit a shared library item](#how-to-edit-a-shared-library-item)
4. [How to remove an item from the Account Library](#how-to-remove-an-item-from-the-account-library)
   {% endhint %}

#### What the Account Library is

The Account Library is a shared content layer for your whole account. An item you add to it stays a single source: it shows up in every workspace, and editing it in one place updates it everywhere it is used. A [copy](/account-and-team/workspaces/how-to-copy-assets-across-workspaces.md), by contrast, is an independent duplicate that does not stay in sync.

It lives in the left sidebar as the **Account library** item, directly above your list of workspaces.

<figure><img src="/files/SaGUynNrJcu0kbFWf9fG" alt="The left sidebar showing Dashboard, then the Account library item marked with a globe icon, then two workspace entries listed below it." width="240"><figcaption><p>The Account library item sits above your workspaces</p></figcaption></figure>

The page is split into six tabs for the content types the library holds: **Journey maps**, **Hierarchies**, **Personas**, **Portfolio**, **Metrics**, and **Templates**. Each tab lists the items of that type currently in the library.

<figure><img src="/files/7TDwJXJZ8LpuCGBZtXbM" alt="The Account library page with content-type tabs for Journey maps, Hierarchies, Personas, Portfolio, Metrics, and Templates. The Journey maps tab is open, listing one map with a globe icon next to its name."><figcaption><p>Account library, Journey maps tab</p></figcaption></figure>

Wherever a library item appears, a globe icon sits next to its name. Hover it and the tooltip reads **Account library item**, so you can tell a synced item apart from a workspace-only one at a glance.

<figure><img src="/files/Eh6cOHqytl0fAmKeTn6c" alt="A journey map row with a globe icon next to its name and a tooltip reading Account library item."><figcaption><p>The globe marks an item as shared across the account</p></figcaption></figure>

***

#### How to add an item to the Account Library

Admins and editors of a workspace can add items to the library. Open the relevant list in a workspace, then add a single item from its row menu or several at once from the bulk action bar.

{% stepper %}
{% step %}
**Open the list for the item type**

In the workspace sidebar, open the list for what you want to share, such as **Journey maps**, **Personas**, or **Templates**.
{% endstep %}

{% step %}
**Add the item from its three-dot menu**

On the item's row, open the three-dot menu and choose **Add to account library**. On a journey map or template row the same action reads **Move to library** instead.

<figure><img src="/files/KJkCTNFJctEdknpgaAIS" alt="A persona row three-dot menu listing Edit, Make a copy, Add to account library, Manage tags, Move to archive, and Delete."><figcaption><p>Persona row menu: Add to account library</p></figcaption></figure>

<figure><img src="/files/W5AJeJJlq7CQqtOO070U" alt="A journey map row three-dot menu listing Manage access, Share link, Rename, Create a copy, Copy as template, Copy to other workspace, Move to hierarchy, Move to library, Manage tags, and Archive."><figcaption><p>Journey map row menu: the same action reads Move to library</p></figcaption></figure>
{% endstep %}

{% step %}
**Or add several at once**

Select the rows you want with their checkboxes, then click **Add to account library** in the bulk action bar.
{% endstep %}
{% endstepper %}

The item stays in its original workspace and also becomes available everywhere else in the account.

{% hint style="info" %}

#### **Adding a journey map brings its linked items along**

When you add a journey map, Smaply confirms that its linked items (opportunities, pain points, solutions, metrics, and personas) come into the library with it. Those linked items stay in the library even if you later move the map back out.

<img src="/files/SVZwaYFxBrP2cXiRdcpc" alt="Add journey map to account library" data-size="original">
{% endhint %}

{% hint style="info" %}

#### **Adding a portfolio item on its own leaves its links behind**

When you add a portfolio item (such as a pain point) to the library by itself, its linked portfolio items (related opportunities, solutions) do not come along; they stay in the origin workspace. That is the opposite of adding a journey map, which brings its linked items with it.
{% endhint %}

***

#### How to edit a shared library item

Open a library item the way you open any other, from the Account Library page or from any workspace it appears in. A banner reading **You are editing an Account Library item.** sits at the top of the editor.

<figure><img src="/files/Jv26lVpBRJYOV9K4IWYX" alt="The top of a journey map editor showing an Account library breadcrumb and a dark banner reading You are editing an Account Library item."><figcaption><p>The banner confirms your edits propagate account-wide</p></figcaption></figure>

That banner is your signal that the change is not local: edits to a library item flow to every workspace and every map where the item is used.

***

#### How to remove an item from the Account Library

Only account admins can remove items, a tighter requirement than adding. Work from inside the Account Library page.

{% stepper %}
{% step %}
**Open the remove action**

On the item's row, open the three-dot menu and choose **Move out of library**. To remove several at once, select them and click **Remove from account library** in the bulk action bar.

<figure><img src="/files/ct0Ei6tgFg94CZFVQDDX" alt="A library item three-dot menu listing Manage access, Share link, Rename, Create a copy, Copy as template (greyed out), Move to hierarchy, Move out of library, Manage tags, and Archive."><figcaption><p>Inside the library, the remove action is Move out of library</p></figcaption></figure>
{% endstep %}

{% step %}
**Pick the workspace it returns to**

In the **Move journey map out of library** dialog, use the **Select team workspace** dropdown to choose which workspace the item moves back into, then confirm. If removing the item would affect other journey maps that use it, Smaply warns you first.

<figure><img src="/files/9EEyz58PYCGCjnbnAUr7" alt="A dialog headed Move journey map out of library with a Select team workspace dropdown and a confirm button that stays disabled until a workspace is chosen."><figcaption><p>Choose the destination workspace before confirming</p></figcaption></figure>
{% endstep %}
{% endstepper %}

{% hint style="danger" %}

#### **Warning: a library item is a reference, not a copy**

Deleting a source library item removes it from every workspace it appears in. If you instead made a manual [copy](/account-and-team/workspaces/how-to-copy-assets-across-workspaces.md) of the item, that copy is independent and is not affected.
{% endhint %}

#### Related topics

<table data-column-title-hidden data-view="cards"><thead><tr><th>Article</th><th>What it covers</th><th data-hidden data-card-target data-type="content-ref">Target</th></tr></thead><tbody><tr><td><strong>How to copy assets across workspaces</strong></td><td>Make an independent duplicate of a journey map or template in another workspace.</td><td><a href="/pages/wTx8bqQ9c2foJOedyfim">/pages/wTx8bqQ9c2foJOedyfim</a></td></tr><tr><td><strong>How to create a workspace</strong></td><td>Add the second workspace that activates the Account Library.</td><td><a href="/pages/IADgoXMZXdoOD6K0lEZN">/pages/IADgoXMZXdoOD6K0lEZN</a></td></tr><tr><td><strong>How to create and use templates</strong></td><td>Save a journey map as a template and start new maps from it.</td><td><a href="/pages/LY87TNBIxycYQoy5aUly">/pages/LY87TNBIxycYQoy5aUly</a></td></tr><tr><td><strong>How to manage personas</strong></td><td>Work with the personas list, including adding a persona to the library.</td><td><a href="/pages/oScEAxHrtqqY2twvz5kM">/pages/oScEAxHrtqqY2twvz5kM</a></td></tr></tbody></table>


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