How to share a playbook with my team or specific individuals?

  • Published on Oct 10, 2024
  • 1 minute(s) read

As an admin, you can create a playbook

  • for yourself,

  • for specific members,

  • for teams

  • or for your entire organization.

Pre-requisite

You are an admin

Step by Step

  • Log into Copilot

  • Click on the ⚙️ gear icon at the top of the playbook you’d like to share

  • Scroll to section 5 “Share with members” of the form

  • To share with your organization, check the box All members

  • To share with teams, select one or more teams

  • To share with individuals, select one or more members (they need to have a MadKudu account)

    Note: you can share with Teams and specific members at the same time