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Sharing a Playbook

How to share a Playbook with your team

Updated this week

Overview

Internal playbooks can be shared with anyone from your organization that has a Dock seat. You can either grab the link to share it with them directly, or it will appear on the Playbook home page:


Share Settings for Playbooks

Step 1: Start by navigating to your playbook, and then click into the internal tab:

Step 2: Click on the Share button on the top-right

Step 3: Choose your access permissions:

  • Anyone in the organization

  • Restricted to certain people or teams

    • Keep in mind, they'll still need to have an active Dock seat! If you're searching for someone's name to add and they're not showing, they need to either be invited (in your admin settings) or they need to accept their invite.

Copy the link when you're ready to share it!

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