Publishing a Playbook

Unifyr Support
Unifyr Support
  • Updated

Publishing a playbook means making it available to partners in the partner portal. 

  1. Navigate to Library Content > Playbooks.
  2. Click on the name of the required playbook to open it for edit.
  3. Click Publish. This makes the Playbook available for display on the portal. Note: The option isn't available if the playbook contains no collateral assets.
  4. Eligible partners can now view the playbook from the Browse Playbooks page as long as the current date is between the playbook's Effective Date Begin and Effective Date End dates.

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