1. Open the Playbooks tab to see your assigned playbook
In the left-hand navigation, click Playbooks.
This will show the playbook currently assigned to you.
Use this area to quickly confirm which playbook you should be following.
2. Use Playbook Assignment if you are a company admin
If you are a company admin, you will also see the Playbook Assignment tab.
From here, you can assign different playbooks to:
Specific teams
Individual users
This is especially useful when your company uses multiple playbooks.
3. Assign one playbook to the whole company if needed
If your company only uses one playbook, you can assign it to the entire company.
This ensures everyone is working from the same playbook and guidance.
4. View the full playbook context
Click the View button to open the full playbook details.
Review the context to understand what the Ricavi knows about your company.
This helps you see how the playbook is being used in practice.
5. Request edits or amendments through the Help Center
If you need to add to or edit a playbook, go to the Help Center tab.
Start a chat with the support team.
They will manage the update process for you.