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How to grant a user access to the playbook page

usernotfound445
Tera Contributor

Hi Everyone,

I am experiencing an access issue when a user is automatically redirected to the out-of-the-box (OOTB) Playbook page (id=playbook) right after submitting a Record Producer from the Service Portal.

Error 403 you do not have permission to access the page

 

  • User Roles: The user has been assigned snc_internal and playbook_admin.

  • Backend Access: With these roles, the user can successfully access and view the record producer and playbook backend table.

  • Service Portal Access: The user can access, fill out, and successfully submit the Record Producer on the Service Portal.

 

What is already configured:

  • Page and Widget Roles: Both the OOTB Page and Widget already have snc_internal and snc_external roles applied by default (no changes were made here).

  • Record Producer & Table: The target table and the Record Producer criteria are configured with the same roles (snc_internal).

The Issue: Upon clicking submit, the Record Producer successfully creates the record and automatically redirects the user to the Playbook execution page. However, instead of loading the playbook workspace/UI, the user is hit with an access/permission error on the screen.

 

What I have verified:

  • The target record is successfully generated in the backend.

  • The user has sufficient admin privileges for the playbook engine (playbook_admin).

  • The OOTB playbook page and widget have their roles configured correctly.

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