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Support for Playbook 1.0 will be withdrawn in April 2027.

All Project data must be migrated to Playbook 2.0 before this date

Customers have 12 months from release to transition to the new version

- All Project data must be migrated to Playbook 2.0 before this date
- Customers have 12 months from release to transition to the new version

We recommend using this period to review workflows and prepare for adoption.

For any questions or assistance, please contact your Customer Success representative.

Select Playbook from the dropdown.

1. Click the Editions tab.
 
 
2. Select Playbook from the dropdown.
 
 
3. Playbook 2.0 will open.

1. Click More.
 
 
2. Select Playbook from the dropdown.
 
 
3. Playbook 1.0 will open.

This article will explain how to access Playbook 2.0 and Playbook 1.0 in your live environment.

Access Playbook 2.0 and Playbook 1.0

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Access Playbook 2.0 and Playbook 1.0

End of Support for Playbook 1.0

Support

Access Playbook 2.0

Access Playbook 1.0