Adding new users to Playbooks in the Playbooks Manager is quick and easy once you've setup the team. 

  1. Navigate to the Playbooks Manager
  2. Click on the "Teams" tab at the top left
  3. Select the team you would like to add the user to.
  4. Use the checkbox for the users you would like to add
  5. Lastly you'll need to send an invite to them by clicking the "Send invitation to selected user"
  6. Users will receive a 'Welcome Email' with further instructions to create a password or login. The First Time User Experience will then walk them thru commonly used features to familiarize them with Playbooks.

Note: Salesforce Admins should assign the Basic User Permission Set to new users. The field and object permissions necessary for a Basic User are defined in this document, column H.


  • There are no limits to the number of users you can add to a Team.
  • There are no limits to the number of teams you can create.
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