Overview If you are an Admin or a Manager you might want to be able to allow or forbid users to control their personal Blacklist settings using company-wide settings or permissions. Information This i...
Overview You want to know how to Add or Import users to Playbooks via a CSV file. Information To create a new user in your platform, you must contact Support so the user is created. As there is no p...
Overview You want to share with someone on your organization the link (URL) to the manager's portal. Information You can access the Managers App by following any of these two links: https://playbook...
Overview If you are a Playbooks Manager creating or editing a disposition you might want to avoid adding a controlling picklist field without its' dependent field as it might present data incorrectly....
Overview If you are an Admin or a Manager you might want to get a list of Agent numbers used by your Agents (agent leg numbers). Solution You can get a list of Agent Numbers by running the Export User...
Overview This article provides steps to provide Manager App Access to users who need it but are getting an error: You don't have access to that app. Solution Prerequisite: Admin/Manager permissions No...
Overview You as a manager might be unable to listen to calls in Playbooks Manager using Call Monitoring. When trying to monitor a call, your phone does not ring and you cannot be included in your rep'...
Overview You might want to change your Playbooks Manager Application password. Information The process will be different depending on what authentication method you are using. Using an Email address t...