Task 7. Manage playbook content - Use an out-of-the-box playbook, create a new playbook, or customize an existing one based on your organization's needs. - Administrator Guide - 8 - Cortex XSOAR - Cortex

Task 7. Manage playbook content - Use an out-of-the-box playbook, create a new playbook, or customize an existing one based on your organization's needs. - Administrator Guide - 8 - Cortex XSOAR - Cortex - Security Operations

Cortex XSOAR SaaS Documentation

Product

Cortex XSOAR

Version

Creation date

2024-03-07

Last date published

2026-04-12

Category

Administrator Guide

Solution

SaaS

Abstract

Use an out-of-the-box playbook, create a new playbook, or customize an existing one based on your organization's needs.

Manage playbook content by either using a remote repository, or by saving versions of your playbook in Cortex XSOAR to maintain version history. For more details, see Manage playbook content.

Cortex XSOAR also manages playbook editing conflicts by only allowing one user at a time to edit a playbook and locking it for other users to edit. It automatically clears the playbook edit lock when the user currently editing the playbook saves the playbook, closes the editor, logs out, or when their session expires. In addition, you can grant a permission to designated users so they can manually unlock playbooks from the Playbooks page or editor.

For more details, see Manage playbook content.