Once a playbook has been created or edited, you need to assign it to the teams that will use it. You can do this directly from the playbook editor, without having to go to each team’s settings.
Steps to assign teams from the editor
Go to Settings → Playbooks and open the playbook.
Go to the “Assigned teams” tab.
Click “+ Add team”.
Select one or more teams from your account’s team list.
Confirm. The teams will appear listed in that section.
Remove an assigned team
In the “Assigned teams” section, find the team you want to remove. Click the X next to its name or open the options menu → “Remove”. The team will no longer have access to the playbook for future conversations.
Verify the assignment from the team
To confirm that the playbook was assigned correctly, go to Settings → Teams → your team → “Playbooks” section. The newly assigned playbook should appear in that list.
