Deleting a Playbook

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  • Question
  • Updated 3 weeks ago
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Can any user in Gainsight delete a playbook (assigned or not assigned to them)? Is there a way to modify this permission?
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Sarah Kiani

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Posted 3 weeks ago

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Aditya Marla, Employee

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Hi Sarah,

You can modify the playbook permissions in the Administration->Playbook Permissions tab. 

Is this what you were looking for?
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Sarah Kiani

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Hi Aditya,

Can we do this by playbook? Say for the playbooks the CSMs are creating, I want them to be able to edit and delete but not the ones triggered by a rule. Is that doable currently?