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How to add and remove labels

1. Go to the Playbook Management System
2. Hover over the playbook for which you want to manage labels
3. Click on the Labels action

The labels dialog box will open up. The existing labels will appear on the top. In the middle, you will see all the labels used across all your playbooks. In order to remove an existing label, click on the close icon next to its name: If you want to add an existing label, click it from the middle panel and it will be appended to the list of playbook labels: If you want to add a new label that does not exist, type its name in the top panel and then click on the create action at the bottom of the dialog box:

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How to set mappings

1. Go to the Playbook Management System
2. Select the Set Mappings action
   • Hover over the playbook you want to deploy
   • Click on the triple dot icon to open the action menu
3. Select the framework for which you want to add a mapping
4. Select the mappings for the chosen framework you want to add
5. If you want to remove a mapping, click on the close icon next to each mapping
6. Click on Update mappings to save the mappings to the playbook

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AI suggestions

If you are not sure about which mappings are appropriate, you can ask for suggestions from our AI.

1. Click the Suggest button
2. The suggestions will appear after a while
3. You can select to add individual suggestions or click on Add All Mappings to add them all at once.

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How to change playbook settings

1. Go to the Playbook Management System
2. Hover over the playbook for which you want to manage settings
3. Select the type of settings you want to change from the action menu

There are three different types of settings:

• Incident types: select the relevant incident type that the playbook adresses, e.g. ransomware, phishing etc
• Incident response stage: Mark the playbook as detection, mitigation, prevention or remediation (among others)
• Status: set the progress status of the playbook. The available statuses are: Planned, In Progress, In review and Completed

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How to add a playbook to your watch list

1. Go to the Playbook Management System
2. Select the Watch action
   • Hover over the playbook you want to deploy
   • Click on the triple dot icon to open the action menu
3. The playbook will be added to your watch list

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How to remove a playbook from your watch list

1. Go to the Playbook Management System
2. Go to the Watched list

3. Select the playbook(s) you want to remove from the watch list
4. Select the Unwatch action from the bulk action bar

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How to add a playbook to your favorites

1. Go to the Playbook Management System
2. Hover over the playbook that you want to add to favorites
3. Click on the Favorites action

4. The playbook will be added to your favorites

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How to remove a playbook from your favorites

1. Go to the Playbook Management System
2. Go to the Favorites list

3. Select the playbook(s) you want to remove from favorites
4. Select the Remove From Favorites action from the bulk action bar

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How to duplicate a playbook

1. Go to the Playbook Management System
2. Select the Duplicate action
   • Hover over the playbook you want to deploy
   • Click on the triple dot icon to open the action menu

3. Enter a name for the duplicate playbook
4. Duplicate the playbook
   • Click the Duplicate button

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How to move a playbook to trash bin

1. Go to the Playbook Management System
2. Select the Move to Trash action
   • Hover over the playbook you want to deploy
   • Click on the triple dot icon to open the action menu
3. Verify that you want to move the playbook to trash in the dialog that appears
4. Your playbook will move to trash bin

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How to permanently delete a playbook

1. Go to the Playbook Management System
2. Go to My Playbooks area
3. Select the Trash tab
4. Select the playbooks you want to delete
5. Select the Delete Permanently action from the action bar at the bottom

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How to export a playbook

1. Go to the Playbook Management System
2. Select the Export as action
   • Hover over the playbook you want to deploy
   • Click on the triple dot icon to open the action menu
3. Choose the format you want to export from the sub-menu that appears

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How to download a playbook

1. Go to the Playbook Management System
2. Select the Download action
   • Hover over the playbook you want to deploy
   • Click on the triple dot icon to open the action menu
3. Choose the format you want to export from the sub-menu that appears

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How to mark and unmark a playbook as draft

1. Go to the Playbook Management System
2. Select the Mark as Draft action
   • Hover over the playbook you want to deploy
   • Click on the triple dot icon to open the action menu

If your playbook is already marked as draft, you can select Go Live action to remove its draft status

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How to revoke and unrevoke a playbook

1. Go to the Playbook Management System
2. Select the Revoke action
   • Hover over the playbook you want to deploy
   • Click on the triple dot icon to open the action menu
3. Confirm that you want to revoke a playbook from the dialog box that appears

If your playbook is already revoked, you can select the Un-revoke action to unrevoke it