Assigning runbooks to groups

Each runbook can be assigned to one or more groups, or left unassigned.

Before you begin

Runbooks can only be assigned to user groups if the respective feature is by an administrator. If the feature is enabled and if you only want to check what groups a runbook is assigned to, complete steps 1 - 3 from the instructions below for "Using the feature" but do not make any changes.

About this task

Assigning runbooks to groups allows you to organize runbooks in a more efficient manner. There are two main reasons for assigning runbooks to groups:
  • Groups determine the visibility of runbooks for operations analysts.
  • It is easier to find relevant runbooks in the Library page when Filtering runbooks by groups.

Part 1: Enabling the feature

Procedure

  1. Navigate to the Runbook Library page.
  2. Click the Configure settings icon next to the New runbook button.
  3. Select the Allow users to assign runbooks to groups checkbox.
  4. Save the changed setting.

Part 2: Using the feature

Procedure

  1. Go to Library.
  2. Use the check boxes to select one or more runbooks.
  3. An action bar is displayed. The bar shows available actions and how many runbooks are selected.
  4. On the action bar, click Grant permission.
  5. Use check boxes to choose which groups the selected runbooks should belong to. You can also select all or clear all groups by using the checkbox in the header row.
    Note: Some checkboxes might appear selected, but dimmed. This is an intermediate state that occurs when some (but not all) of the selected runbooks belong to the group.
  6. Click Assign to confirm the selection or Close to discard any changes.