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Getting Playbook Ready

This article will explain the requirements needed to set up Playbook.

NOTE: Playbook operates on a Project-level basis. Activation must be requested from Support (support@asite.com) for each Project.


How Do I Manage Playbook Permissions on My Project?

  1. Select the required Playbook-enabled Project on Asite.

  2. Navigate to the Projects tab.

  3. Access App Permissions:

    • List View:

      • Right-click the Project.

      • Hover over Roles & Users > App Permissions.

    • Thumbnail View:

      • Click the cog icon on the Project thumbnail.

      • Select App Permissions.

  4. In the Form Permissions page, click Form Name (top-right) and input "IDPs" (Information Delivery Plans).

  5. Check the IDPs box that appears.

    • These are the Permissions specific to the Playbook environment.

  6. Adjust the Permissions as required then click Save (bottom-right).


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