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toddcarey
toddcarey
Contributor ⭐️⭐️
Jun 21, 2017 9:05 PM UTC
Question

No option to create a playbook

Documentation says to go to Cockpit>Playbook and then I can add a Playbook.  I don't have that option, is there somewhere I have to enable Playbooks or what?

    7 replies

    ben
    ben
    Helper ⭐️⭐️⭐️
    Jun 21, 2017 9:07 PM UTC
    You'll need to have the "Create" permission for Playbooks. That is under Administration >> Playbook Permissions.
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    -Ben
      toddcarey
      toddcareyAuthor
      Contributor ⭐️⭐️
      Jun 21, 2017 9:14 PM UTC
      I thought that could be it but I have set that, deleted the permission and added it yet I still don't see it.  Support ticket?
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      ben
      ben
      Helper ⭐️⭐️⭐️
      Jun 21, 2017 9:18 PM UTC
      Hmm yeah I think that is best at this point. Sorry I couldn't help!
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      -Ben
      toddcarey
      toddcareyAuthor
      Contributor ⭐️⭐️
      Jun 21, 2017 9:33 PM UTC
      Appreciate the quick attempt though
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        sai_ram
        sai_ram
        Expert ⭐️⭐️
        Jun 23, 2017 12:43 PM UTC
        Hi Todd, I am unable to reproduce this issue in our environments. Would you be able to show this to us in a live meeting from you instance. If yes, please let me know and I will reach out to you via email.
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          toddcarey
          toddcareyAuthor
          Contributor ⭐️⭐️
          Jun 23, 2017 4:48 PM UTC
          This is slightly embarrassing but maybe it will help someone else.  I didn't realize I needed to click on the pop out menu from the side to get to the playbook.  The documentation online doesn't really mention it.  #rookiemistakes
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          cassk
          cassk
          Contributor ⭐️
          Oct 3, 2025 2:55 PM UTC

          There is no longer the option to search for the word playbook and grant direct access to creating a playbook via user permissions. You must now grant access in the “navigation permissions” under the “administration” section. You must select both Cockpit in Navigation and Cockpit under Administration. 

           

          Navigation Permissions > Administration > Cockpit 

          Navigation Permissions

          ☑ Cockpit 

          • The Cockpit page displays Call to Actions (CTAs). On this page, you can create new CTAs here, assign them to users, filter and work on the CTAs you have been assigned.

          Administration

          You can use this page to configure the Gainsight application for the organization and users. You can also modify settings and enable additional functionality as required.

          ☑ Cockpit 

          • Call to Action (CTA) is the backbone of the Cockpit workspace and typically contains more granular tasks for the CSMs to complete.

          Select both of the above boxes and the user will be granted access to create playbooks. 

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