Adding Users to Playbooks and Assigning them to Teams

Overview

You may have recently set up Playbooks, or recently reconnected to your CRM, so you need to know how to add a user to Playbooks.

Admins and Team Managers can use the Teams page of the Playbooks Manager Application to add users to a team directly from your CRM. Once added to a Team, a user's basic attributes can be accessed and updated directly from the Teams page, in addition to their People page.

Note: You must have an available license, and the user must exist in your CRM hierarchy before you can add them to a team. 

Solution

To Add a User

1. Open the Playbooks Manager Application.
2. Click the Teams tab.
3. Click a Team name.
4. Click the yellow plus or Add users button.
5. Type the appropriate search terms for the users you want to add.
6. Click Search.
   
   
   
   
7. Check the box next to users that you would like to add.
8. Click NEXT.
9. Select a Permission Group for the users.
   
   
   
   
10. Click NEXT.
11. Select the License Type for the users.
    
    
    
    
12. Click SAVE.

Note: Saving a member to your team will automatically send an email invitation for that user to join Playbooks.

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