No option to create a playbook
+1
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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