--- type: Documentation title: Account settings description: The account settings in Librario let you centrally manage various aspects of your library at the account level. resource: https://www.librario.de/en/docs/administration/kontoeinstellungen tags: - docs - administration --- # 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. > **Administrators only:** > > The account settings can only be changed by users with the [administrator role](/en/docs/administration/rollen#administratorin). ## 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 login screen ### Early adopter programme The early adopter programme gives you access to the newest Librario features before they become generally available. > **Experimental features:** > > The features you enable are still under development. Enabling them affects the entire account. Stability cannot be guaranteed for experimental features. Your feedback helps us improve these features for all customers. 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](/en/docs/bibliothekswesen/leihexemplare-verwalten#philosophie-des-ausleihsystems) - **Self-service borrowing**: Decide whether users may borrow available copies themselves. With self-service borrowing on (the default), users borrow a copy directly and can additionally place a [loan request](/en/docs/grundlagen/leihexemplare-ausleihen#leihanfrage). With it off, their only option is the loan request, which suits teams that want borrowing to rest entirely with the library team. Librarians keep borrowing and returning in both cases. - **Loan requests**: Users [request copies or place holds](/en/docs/grundlagen/leihexemplare-ausleihen#leihanfrage); how your team [works through the requests](/en/docs/bibliothekswesen/leihexemplare-verwalten#leihanfragen-bearbeiten) and how new ones reach it is set under [Task management](#aufgabenverwaltung). For detailed information on managing hard copies, see the [hard copy documentation](/en/docs/bibliothekswesen/leihexemplare-verwalten). ### 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 > **Plan option:** > > Available in plans with **advanced task management**. [Compare plans→](/en/preise) 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](/en/docs/bibliothekswesen/aufgabenverwaltung/aufgabentypen) 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 > **Quality reviews of imported records belong to Data quality:** > > The quality reviews that Librario creates automatically after a **successful** import fall under **Data quality** – together with manually requested quality reviews and the duplicate and data quality notices. The **Failed imports** category, by contrast, only contains tasks from aborted imports. So if you want to control who imported records are assigned to for review, set this under _Data quality_. The _Assign to import creator_ strategy (assigning to the person who started the import) is only available for _Failed imports_. 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 employees log 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](/en/docs/integration/sso-mit-microsoft). ### AI assistants (MCP) > **Plan option:** > > Available in plans with **MCP access**. [Compare plans→](/en/preise) Through the [Model Context Protocol](/en/docs/integration/mcp) 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](/en/docs/integration/mcp#manage-and-revoke-connections). - **"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 > **Plan option:** > > Available in plans with **advanced MCP controls**. [Compare plans→](/en/preise) This is a separate, narrower control from the switch above: it does not disable AI assistants entirely, only whether they may read file content directly. Available on enterprise plans. You choose between two options: - **"Allowed (per-user consent still applies)"** (default): users who grant the "Read file content directly" permission at connection time get in-conversation file reading; `download_file` continues to mint signed links either way. - **"Disabled by administrator"**: `download_file` no longer returns a signed link — instead it points to the publication's page for the user to open themselves — and the file-content resource is refused, for every connection, regardless of what any individual user consented to when connecting. This setting only takes effect on plans that include advanced MCP 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. ## 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 > **Markdown formatting:** > > Many text fields in the account settings support Markdown formatting. You can use it to structure and highlight your text. (` **bold** `, `*italic*`, `[Link](https://example.com)` etc.)