How to Use Libraries

Libraries are powerful tools that help to organize data from different sources in a centralized location to help you understand research, competitor, and marketing data. 

>>> This article is for Researchers and Insights Experts.

To add content to a library: 

  1. Go to the Library Inbox for the library where you want to add new data 
  2. Create a new library board by clicking on the Plus Sign Icon in the top right corner of the inbox, or open an existing library board by clicking on it 
  3. Click “Edit” in the top right corner 

The fields on the board will all become editable. 

  1. Find the field where you want to add content 
  2. Type in, paste, or upload content 

Your input will save to the board automatically.  

  1. Click the “Publish” button in the top right corner when you are done adding content 

A new window will pop up prompting you to choose who will be able to view your library board – this is where you define permissions for your project. You will have three options to publish your project.  

All Employees: 

The entire user community to be able to see your research 

Specific Promotor Group: 

A limited number of users should see the content 

Specific Viewers: 

Your research will be shared with a specific group e.g., Marketing or Insights 

  1. Select the option that best fits your publishing needs 
  2. Click on the “Next” button in the bottom right corner of the window 

On the next screen, you will select the viewers and promoters (if applicable) from a dropdown. 

  1. Select your audience from the dropdown – you can select one or more individual users, or you can choose a group 
  2. Click on the “Publish” button in the bottom right corner of the window once you have selected your audience 

The new content will save automatically and become immediately visible to your target audience. 

Once you have published your library board, another window will pop up prompting you to share your content with other users. This step is optional. 

Insider Tip: 

  • Only users with special permission can add and edit library boards 


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