FAQ

I cannot see a project I expect

• Confirm you are in the correct organization.
• Ask an Admin to verify your role and access.

Imports are failing

• Check file format and size.
• Remove special characters from file names.
• Try a smaller sample to validate formatting.

I cannot apply a playbook

• Confirm the project is created and you have edit access.
• Ensure the playbook is enabled for your organization.

Who can change templates

Only Admins can manage global templates and playbooks.