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Set up predefined Playbooks for Portals › Playbooks for Portals › Playbooks in Customer Service Management › Agent tools › Organize agent workspaces › Configure › Customer Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Activate a new onboarding playbook with self-service

Activate a new onboarding playbook with self-service in Playbooks (PAD) to ensure that the new playbook is visible.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Process Automation Designer.

  2. On the Processes tab, select the label Onboarding with Self-Service.

  3. From the More actions menu, select Activate.

    Verify that the previous PAD process is deactivated.