Invitation
For private or shared playbooks - select the ‘Users’ tab to see the playbook users information.
Invite someone
To invite someone to a private playbook type in their name or email and select. They will receive notification of new invitations. Those who accepted the invitations will be displayed left side, under Active users and those who have not accepted will be shown right side under pending users. To send invitation for the all the members of a team, click ‘Team Filter’ as below and select the team to send the invitation.
Accept Invitation
To view new invitations, click ‘Invitations’ button on your left side of the window as below. You can accept or reject the invitation after selecting the box under the playbook name. Once you accepted the invitation, the playbook will appear in your left side of the window under ‘Shared with me’.
Notifications
Users can see invitations for their playbooks and the playbooks which are shared with them by others.
When something is posted on your playbooks or the playbooks which are shared with you, notification appears beside the playbook tab in the main menu. Once accessed the notification will disappear.
Playbook notifications also appear (as a numerical symbol) beside a playbook to denote that something has been posted in that playbook. Once opened the notification will disappear.