Account Library

Using the Account Library to manage content across workspaces

The Account Library helps your team manage and reuse key content – journey maps, templates personas, opportunities, pain points, solutions, and metrics – across all workspaces within your account. Changes to Account Library content are reflected for all users.

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📚 What is the Account Library?

The Account Library is a centralized space where you can:

☑️ Create and manage reusable content.

☑️ Ensure consistency across teams and projects.

☑️ Save time by avoiding duplicated work.

How Account Library content works

When content (e.g. an opportunity or persona) is added to the Account Library:

• It becomes available across all workspaces.

• Changes made to it are reflected wherever it’s used

• A banner appears to indicate you're editing an Account Library item.

Example: If a pain point is updated in one journey map, that change will appear in all maps where it’s used in the whole account.

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📥 What you can add to the Account Library

• Journey maps

• Personas

• Portfolio items (opportunities, pain points, solutions)

• Metrics

Adding content to the Account Library

You can promote existing content to the Account Library:

• Use the Add to account library option from the context menu.

• Or use the bulk action toolbar to add multiple items at once.

All admins or editors of a workspace can do this.

You can access your library icons both from the account library page in your dashboard, but also from your workspaces. You'll recognize them by the globe icon:

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📤 Removing content from the Account Library

To demote content (move it back to a specific workspace):

• Use Move to workspace in the item menu or bulk actions.

• You'll get a warning if doing so would remove it from other journey maps.

Only account admins can do this.

Example: Removing a pain point from the Account Library removes it from any journey maps in other workspaces.

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Moving Journey maps

When you move a journey map to the Account Library:

• All linked items (e.g. metrics, personas) will move along and also become available account-wide.

When you move a journey map out of the Account Library:

• Linked items stay in the library, unless you choose to move them also.

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✅ Why use the Account Library?

• Keep teams aligned with consistent content.

• Avoid duplicate work.

• Make updates once and reflect them everywhere.