shelfmark/docs/users-and-requests.md

Users & Requests

Configure in Settings → Users & Requests.

Authentication Methods

Shelfmark supports four authentication methods, configured in Settings → Security.

Local

You create user accounts directly in Shelfmark with a username and password. At least one local admin account must exist before this mode can be enabled.

Proxy Authentication

Your reverse proxy handles authentication and passes the username to Shelfmark via a header (e.g. Remote-User). Accounts are created automatically on first sign-in. If a local user with the same username already exists, the proxy identity will be linked to that account rather than creating a duplicate. Admin status can optionally be derived from a groups header.

OIDC (OpenID Connect)

Users sign in through your identity provider. Accounts are created automatically on first login (unless auto-provisioning is disabled, in which case you need to pre-create them). If a local user with a matching verified email already exists, the OIDC identity will be linked to that account on first sign-in. Admin status can optionally be derived from a group claim.

A local admin account is required as a fallback. See OIDC for provider setup.

Calibre-Web Database

User accounts are synced from your Calibre-Web app.db. If a local user with a matching email already exists, the CWA identity will be linked to that account. Roles are kept in sync with CWA. Users removed from CWA are cleaned up on the next sync.

Requires mounting your Calibre-Web app.db to /auth/app.db.

If a method's requirements go missing

Once a method is selected, Shelfmark keeps requiring sign-in even if that method's requirements go missing later (a deleted local admin, a missing app.db, incomplete OIDC settings, or an unrecognized AUTH_METHOD value). It never falls back to "No Authentication" on its own. While Local or OIDC authentication is active, the last local admin can't be deleted or demoted.

If you're locked out, start the container once with AUTH_METHOD=none, create a local admin under Settings → Users, then remove the override. Keep Shelfmark off the public internet while the override is set.

Per-User Settings

Admins can configure per-user settings by editing a user in the user management panel. Non-admin users can also edit their own settings through My Account (accessible from the user menu). Admins control which sections are visible in My Account via the Visible Self-Settings Sections option.

There are four categories of per-user settings:

Delivery Preferences

Override where a user's downloads are sent. Options depend on the global output mode configuration:

• Output mode — Folder, Email (SMTP), or BookLore (API)
• Destination — A custom folder path for this user's ebook downloads
• Audiobook destination — A custom folder path for audiobook downloads
• BookLore library/path — Per-user BookLore target (when using BookLore output mode)
• Email recipient — Per-user email address (when using Email output mode)

Search Preferences

Override how a user searches, on top of the global search defaults:

• Search mode — Direct or Universal for this user
• Default book languages — The languages a user's searches fall back to when they don't pick one themselves. Useful for a shared instance where readers want different languages.
• Metadata providers — Book, audiobook, and combined-mode provider for this user
• Default release sources — The release tab opened first for books and audiobooks

Notifications

Users can configure personal notification routes, separate from the global notification settings. Each route targets a URL (e.g. an Apprise-compatible endpoint) and can be scoped to specific event types or all events.

Request Policy (admin-only)

Admins can override the default ebook/audiobook modes and request rules for individual users. See Per-User Overrides below.

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Requests

The request system controls whether users can download directly or need admin approval first.

Policy Modes

Each content type (ebook, audiobook) has a default mode that sets the baseline:

Mode	Behaviour
Download	Users download directly, no approval needed
Request Release	Users pick a specific release, then submit it for admin approval
Request Book	Users request the book itself — an admin picks the release and fulfils it
Blocked	No downloads or requests allowed

Settings

Setting	Description	Default
Enable Requests	Master toggle. When off, everyone downloads directly	Off
Default Ebook Mode	Baseline mode for all ebook sources	Download
Default Audiobook Mode	Baseline mode for all audiobook sources	Download
Request Rules	Per-source overrides (see below)	None
Max Pending Requests Per User	Open request limit per user	20
Allow Notes on Requests	Let users attach a note when submitting	On

Request Rules

The rules matrix lets you override the mode for specific source + content type combinations. Rules can only be equal to or more restrictive than the content-type default — they cannot grant more access than the baseline.

For example, if the default ebook mode is "Download", a rule can restrict a specific source to "Request Release" or "Blocked", but not the other way around. If no rule matches, the content-type default applies.

Per-User Overrides

Admins can override the default ebook/audiobook modes and request rules for individual users. Per-user rules are overlaid on the global rules, not replacing them.

Request Lifecycle

1. User submits a request (book or release level, depending on the resolved policy mode)
2. Request appears in the admin request queue as pending
3. Admin either fulfils (queues a download) or rejects the request
4. For fulfilled requests, delivery state is tracked through the download pipeline
5. If delivery fails, an admin can reopen the request to try a different release
6. Users can cancel their own pending requests
7. An admin can reopen a rejected request, from the Requests tab or from History. It goes back to pending with what the user originally asked for, and shows in the activity list again even if the user had dismissed it.