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How to Create a My Company Playbook

Maya
Maya
  • Updated

Purpose

This article explains how to create and use My Company Playbooks as an Allbound partner user with a role of Executive and/or Manager. Also listed are our frequently asked questions.

 

Introduction

A Playbook is a collection of individual pieces of content that are organized around specific topics such as: Product, Industry, Type of Buyer, and more. They allow you to build out a folder structure within Allbound to help keep your content organized and easy to navigate. A Playbook can house Learning Tracks or other Playbooks. When a Playbook is nested into another Playbook, it creates a consolidated group.

 

We have launched a new feature called "My Company Playbooks" that enables Executives and/or Managers from partner companies to create Playbooks and add content to them which can be shared to all the users within their primary company.

 

Instructions

1. Login to the Allbound platform

2. Within the dashboard's left-hand navigation panel, click on your desired content repository tab

3. Click on the piece of content's tile

4. Click the "+ Playbook" button


 

5. From the pop-up window and within the dropdown menu, click "My Company Playbooks"


 

6. Once you have selected "My Company Playbooks" a new field "Select a Playbook" will populate so you may choose which Company Playbook to add this piece of content to

 

*Note: If no My Company Playbooks have been created, then a new one can be created by typing out the name of the new Playbook into the input field below (see below screenshot.) An Executive and/or Manager partner user can add one piece of content into multiple playbooks by selecting (highlighting) multiple Playbooks and then clicking on the "Add" button


 

7. Once the My Company Playbook is created, it will be visible on the portal dashboard to all users from the same primary partner company (see below screenshot)

 

 

Where to Access My Company Playbooks

Executive and/or Manager partner users may access the My Company Playbooks for their primary company by:

 

1. Logging into the Allbound platform

2. Clicking on the "Playbooks" tab within the dashboard's left-hand navigation panel

3. Scrolling down towards the bottom of the page, under the "My Company Playbooks" section


 

Frequently Asked Questions

 

Q.   Who can create My Company Playbooks?

A.   Portal users with an Executive and/or Manager partner user role can create My Company Playbooks. 

Q.   Who can edit My Company Playbooks?

A.   Portal users with an Executive and/or Manager partner user role can edit My Company Playbooks. These portal users may also edit My Company Playbooks that other Executive and/or Managers created from the same primary company.

Q.   As an Allbound Administrator user, can I see which My Company Playbooks my partner Executive and/or Managers are creating?

A.   Currently, Allbound Administrator users can see which My Company Playbooks their partner users have created by utilizing the "switch to user" functionality within the portal.

Q.   As an Allbound Administrator user, can I create a My Company Playbook?

A.   By default, Allbound Administrator users cannot create My Company Playbooks, however, they may utilize the "switch to user" functionality to create one on behalf of a partner user with an Executive and/or Manager role.

Q.   Is there any in-portal reporting available for My Company Playbooks?

A.   Currently, we do not have any reporting available to show who has created My Company Playbooks.

Q.   As an Allbound Administrator user, can I use the Content Management Tool to view created My Company Playbooks?

A.   At this time, My Company Playbooks do not show within the Content Management Tool.

 

If you still have questions, please reach out to your Customer Success Manager or Open a Support Ticket.

 

Also, please refer to these articles to further learn about our Playbooks feature:

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