Only the account subscriber (administrator) can add, modify or suspend users, and control a user's ability to create, edit and delete contacts, comments, tasks, playbooks or step definitions or export data. How do I add a user? To add a user, click on the Admin link in the upper right hand corner on your account screen. On the Admin page, click on "Invite user". Enter the user's name and email address, and click Invite. An email inviting the user to your PlaybookIQ account is sent. A link is included in the email, and the user will establish their password. Once the invited user establishes their password, they are an active user on your account. What can new users do? When a user is added to PlaybookIQ, they have free use of the PlaybookIQ account, including creating, editing and deleting contacts, comments, tasks, playbooks or step definitions. By default, new users can perform all PlaybookIQ functions (excepting account management). What if I want to limit a user's capabilities? Permissions Management allows the account administrator to control the functions a user can perform. Once a user is active, permissions can be edited on the Admin page by clicking the "edit" link at the end of the user's name. Users can also be deactivated on this screen. In this example, Mary can:
In this example, Mary can not:
|

