The Setup Wizard will prompt you to indicate what email service provider you use.

Playbooks supports:

  • Gmail - You are all set!
  • Microsoft Office365 - If O365 has been configured to require admin consent for 3rd Party apps, review this article.
  • Exchange/SMTP - You'll be prompted to provide service account credentials. Use this article as your guide to complete.

Next, the Setup Wizard will automatically check for your current IP address and add it to the "Do Not Track" list. It is assuming that you are completing the Playbooks Setup & configuration from your office location. By entering your office IP it will prevent false alerts from occurring when your users open their own emails.

If your users are spread out among multiple office locations, it is a good idea to track down those IP addresses and add to this list. You can do this now in the Setup Wizard, or later by going to the Playbooks Manager, Settings tab at the top of the page, then Do Not Track left-side menu.

After adding relevant IP addresses, click the green FINISH UP button. You will then automatically be routed to the Playbooks Manager. Continue with your Playbooks account configuration using the Manager Onboarding Experience to create Plays, add users, and more.

NEXT STEP:

  1. Continue with your Playbooks account configuration using the Manager Onboarding Experience to create Plays, add users, and more.
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