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PlaybookBuilder
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  • Knowledge Base
  • User Management

User Management

  • Setting User Access Expiration Date
  • How to Add a New User
  • User Dashboard
  • User File Upload and Notes for Admins
  • Getting Started
    • What does a successful Playbook look like?
    • PlaybookBuilder Overview
  • Playbook Creation
    • Closed Captioning
    • Create a Playbook Using A Template
    • Changing the order of Playbooks, Process, Steps and Assets
    • How to Feature Videos on your Landing Page
    • Creating Quizzes / Forms
    • Gated Access Feature
    • Task List Widget
    • Version Management Feature
  • Settings
    • Navigation Manager
    • Setting Time Zones
    • Locating API Key
    • Terms and Conditions Pop-Up
    • Custom Terms and Conditions
  • User Management
    • Setting User Access Expiration Date
    • How to Add a New User
    • User Dashboard
    • User File Upload and Notes for Admins
  • Teams
    • Teams Management
  • Communications
    • Account-wide Announcements
    • How to Send an Alert
    • Create Automated Emails/SMS Texts
    • Alerts to Users Who Haven't Logged In Yet
  • Playbook Management
    • The "ALL PLAYBOOKS" Area
    • Using the File Manager
  • Payments Function
    • One-Time Fees
    • Enabling Customer Payments Add-on
    • Adding a Product