Creating a Playbook

Provide the following information:

Parameter	Type	Description
Name	Text	Internal identifier for this playbook.
Display Name	Text	[Optional] Partner-friendly display name for this playbook.
Effective Date Begin	Date Selector	[Optional] When this playbook will be available for partners in the portal.
Effective Date End	Date Selector	[Optional] When access to this playbook will be revoked.
Description	HTML	Information describing the purpose and high-level information about this playbook.
Thumbnail	File Upload	[Optional] The image that identifies this playbook. Upload an image - maximum file size 2MB.
Partner Groups	Dropdown list	[Optional] Specify the partner group(s) that will have access to this playbook. Alternatively, click Advanced to set up a custom partner configuration for this playbook only.
Tags	Checkbox	Choose the tags (of type Library Content) with which to categorize this playbook.
Enforce partner filters from individual assets	Checkbox	Enable this option to have the partner filters set for each asset you add to the playbook dictate what content each partner sees when they access the playbook. Note This option needs to be enabled on your system - submit a request to your Unifyr team if you want to take advantage of it. If this option is disabled, an individual asset's filters are ignored - all partners that have access to a playbook can see all the content it contains.