4a. How to create a Playbook, add action/actions, and order actions?
Step-1: Click on the Admin portal from the top right corner drop-down.
Step-3: Click on the new playbook, enter the required details, and save.
Step-4: Initially, the created playbook has no actions assigned.
Step-5: Click on the add action option.
Step-6: Enter the required information and save. The action gets created for the playbook.
Note: The user can create multiple actions for a single playbook using add action option for that particular playbook.
Step-7: When more than one action is created, drag and arrange the actions in the desired order.
Step-8: The actions are rearranged in the desired order. Now click save the order.
The order of action has been changed.
Note: we can assign the playbooks created in the Admin portal to accounts through the CSM portal.