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.

Accessing the account settings

To open the account settings:

1. Click the user icon in the top right
2. Select Our account from the dropdown menu
3. In the dashboard, click Settings

Available settings

General account information

• Name of the company
• Your company logo/brand This is shown on the sign-in page

Account language

The account language sets the language of emails Librario sends to users who have not chosen a language of their own. This mainly affects invitations to new colleagues and messages to shared email addresses.

If a person has chosen a language in their profile, they receive emails in that language. The interface always follows the person’s choice or their browser, never the account language.

At registration, Librario takes the language of your browser; without a matching one, German is the default.

Early adopter programme

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

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
• Self-service borrowing: Decide whether users borrow available copies themselves. When it is on (the default), they record the loan themselves, from the publication page or the QR code. When it is off, only librarians and admins record loans; users return their own loans themselves either way. If the loan request is included in your plan, users then ask for copies with Request loan or Place hold. To pick the right setting, see Self-service or loan request.
• Loan requests: Users request copies or place holds; how your team works through the requests and how new ones reach it is set under Task management.

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: loan requests and error reports from your colleagues

For each category you choose between Do not assign (the task waits unassigned on the Kanban board), Assign to random librarian, Assign to specific user, and Notify shared email address(es). With the last strategy the task stays unassigned; instead Librario notifies one or more shared addresses (for example library@…). This suits teams that coordinate centrally through a shared mailbox rather than assigning every task to one person. Failed imports can additionally be assigned to the person who started the import.

Processing deadlines. For loan requests, 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 colleagues sign 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 employees

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.

AI file content access

This is a separate, narrower control from the switch above: it does not disable AI assistants entirely, only their access to files, meaning download links and reading file content.

You choose between two options:

• Allowed (per-user consent still applies) (default): users who grant the Download and read attached files permission when connecting get download links and in-conversation file reading.
• Disabled by administrator: download_file no longer returns a signed link but points to the publication’s page for the user to open themselves, and the file-content resource is refused for every connection, regardless of which permission an individual granted when connecting.

This setting only takes effect on plans that include advanced AI controls. On a plan without it, file content access resumes automatically; if the control returns, the stored choice applies again without needing to be set once more.

The block applies to the MCP connection. Over the REST API, including OAuth clients for the REST API surface, Librario still returns file links to tokens with the assets:read permission; control that through the client’s permissions there.

OAuth clients for connectors that cannot register themselves

Claude, ChatGPT and other MCP tools register with Librario on their own. Some connectors cannot, for example the Microsoft 365 Copilot federated connector, Copilot Studio in manual OAuth configuration or Gemini Enterprise. For those, an administrator issues a client under Settings → OAuth clients → Manage OAuth clients. Creating one, entering its values, rotating the client secret and revoking it are described on OAuth clients for integrations.

Issuing clients is part of advanced AI controls; self-registration by Claude, ChatGPT and the like does not need that plan component. If only the plan component is missing, the account settings show a hint in place of the link. If clients from the time with the plan component are left, the link stays: those clients do not work without it, but you can still see and revoke them. If you switch AI assistants off account-wide above and your plan has no REST API, the page disappears, and with it the ability to revoke existing clients. Those clients cannot retrieve anything in the meantime, because Librario refuses every AI assistant request; the page returns as soon as you switch AI assistants back on.

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