Account Management
- What Does "Create Record As" Means When Creating a Team?
- Error: "Your company's authentication service is currently down" When Trying to Log In With Salesforce
- Error: "This customer does not allow sign in by password" When Trying to Log in With Email
- Cannot Reset Password - No Fields Are Visible on the Password Reset Screen
- No Users Are Found When Trying to Add New Users to New Sandbox Environment
- Can We Automatically Move Users Between Teams in Playbooks When They Are Transferred to Another Team in Our CRM?
- Error: "No Return URL Passed in Parameters" when Logging In to Playbooks Using Email
- No Metrics Displayed in Leaderboard For Users Who Were Moved to New Team
- Error: "We're sorry, your token is invalid" When Trying to Log In to Playbooks
- Is there an easy way to see all users in a group or team in the Manager app?
- Error: "Cannot create a new user with the same email address and a different CRM UID" When Adding a New User
- Requesting Quote for Your Contract Renewal
- Error: "Unable to log in: The user can't be found" when trying to log in
- Who is Our POC or Account Manager for Playbooks?
- Not Receiving Password Reset Email
- How can we see, in a Single View, which Users are Assigned to a Specific Permission Group?
- Scheduling Training Session for Representatives/ BDRs
- Error "We're sorry you do not have permission to use this app" while trying to log into Playbooks
- "Unknown system/user login attempt failure" When Integration User Is Trying to Log in to Salesforce
- Error: "failed provisioning" when trying to add a new user to Playbooks
- How to Change Incorrect Name of a User In Playbooks (after sync from CRM or Salesforce Profile Change)?
- Troubleshooting Article - Cannot Log in To Playbooks
- "error":"unauthorized","reason":"withheld" or "expired" When Trying to Log In with Salesforce
- How to Check Last Login Time for Users?
- Cannot Assign Direct Inbound Number (DIN) as People and Teams Tabs Are Missing
- Security API for WebRTC Permissions Management
- Welcome Email Not Received and User Cannot Access Playbooks
- How to Be Removed From Leaderboard?
- Plus Icon Is Missing in 'People' tab
- Why I Cannot Delete a User from Playbooks?