How do I create Playbooks and save them for onboarding and offboarding workflow?

First, you need to create templates for your Playbook. You will have to go to workflows, select onboarding/offboarding, click on “ new workflow “, select the user and applications and then click on “ Save as template “.




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How do I create Playbooks and save them for onboarding and offboarding workflow?

Modified on Thu, 29 Dec 2022 at 07:49 PM

First, you need to create templates for your Playbook. You will have to go to workflows, select onboarding/offboarding, click on “ new workflow “, select the user and applications and then click on “ Save as template “.




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