Assign Playbooks to Clients

The goal of this tutorial is to show you how to Assign Playbooks to a Client 

Role(s)

• Admin
• Editor
• Team Lead

How To Assign a Playbook to a Client 

1. Select Library from the Toolbar
2. Click the Playbook you want assigned 
3. Select Advanced on the right pane 
4. Select the Client from the drown down list
   • You can also type in the search bar to easily find a Client
5. Click Publish
   • To unassign a Client simply click the Client name from the Advanced screen to remove the affiliation