If you are an Enterprise customer with individual subsidiary organizations, remember that shipper settings are organization specific. Settings must be configured at the individual subsidiary organization level to ensure each subsidiary’s operations work as expected.
Dashboard → Shipper Settings → Team Playbooks
A playbook is your own written procedure for handling something, usually a customer with particular requirements. For example: “Acme won’t accept deliveries before 10am and needs appointments booked 24 hours ahead.”
Owlery shows playbooks to your team inside the relevant workflow, at the point they matter, rather than in a document nobody can find. Your playbooks are private to your organization.
Enable Team Playbooks
Value: On / Off What it does: Shows the Playbooks tab, where your team can read and manage playbooks. When you’d turn it on: When you have customer-specific rules your team keeps getting wrong, or keeps having to ask about. Those questions are the signal that the knowledge should be written down where the work happens.The Playbooks tab only appears once you have at least one playbook. Turning this setting on isn’t enough on its own — create a playbook and the tab appears.