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Users Not Able to Access Plays

Overview

You may encounter an issue that no Plays are displayed in Playbooks or that some users in some teams have reported that they are missing the majority of Plays in Playbooks.

 

Solution

This can be observed if the Plays were removed by an Admin or Manager for your team or when the team is not assigned to those Plays, therefore the members of the team can't see some of the Plays. This can be resolved by adding the team to those Plays and other Plays they should have access to. Please ask your manager or administrator to share the required Plays with the affected users (team):

  1. From the Playbooks Manager app, open the Plays tab.
  2. Click the vertical ellipsis to the right of the Play name and click Edit.
  3. Click on the Select Teams drop-down menu and mark the check-box next to the Teams you want to have access to the Play.
    Note: The check-box will be yellow when Teams have access to the Play.
  4. Click Save.

Once the Plays are shared again, you may need to log out from Playbooks and log back in for the Plays to show up for you.

As a workaround, you can use Click-to-Call and Click-to-Email features to contact prospects from your CRM while waiting for the Plays to be shared again.
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  1. Priyanka Bhotika

  2. Posted
  3. Updated

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