diff --git a/_shared_content/automate/index.md b/_shared_content/automate/index.md index bcd166122d..87ac0065b9 100644 --- a/_shared_content/automate/index.md +++ b/_shared_content/automate/index.md @@ -19,47 +19,6 @@ In this documentation, you will learn how to: - Troubleshoot with playbook runs - Create a `Meta-playbook` that works across many communities -## Prerequisites +## Necessary role -### Necessary roles - -To have access to playbooks, you will need to have the role `Symphony Operator`. - -Here is the list of permissions that constitutes this role: - -| Permission name | Description | -| --- | --- | -| SYMPHONY_READ_MODULES | List and get Symphony Modules | -| SYMPHONY_READ_PLAYBOOKS | List and get Symphony Playbooks | -| SYMPHONY_READ_PLAYBOOK_RUNS | List and get Symphony Playbook Runs | -| SYMPHONY_READ_PLAYBOOK_RUNS_STATS | List and get statistics about Symphony Playbook Runs | -| SYMPHONY_WRITE_PLAYBOOKS | Write Symphony Playbooks | -| SYMPHONY_WRITE_PLAYBOOK_RUNS | Modify Symphony Playbook Runs | - -If you need to attribute this role to someone, go to Your Account settings > Managed Communities > The user in question > `+ Role` > Select `Symphony Operator`. - -To learn more about how to attribute roles within your community, please refer to this [section.](../../../getting_started/manage_users.md) - -!!! note - Depending on which app you’ll be creating playbooks for, you might need to have additional permissions linked to each app (Intelligence Center or Operations Center). - -**Example** - -To create playbooks for your XDR, you will need to have the role `OC_viewer` or `OC_admin` in addition to `Symphony Operator`. - -### Generate API Key - -To be able to use playbooks, an API Key with the right settings is needed for the Module Configuration to work. - -To generate this API Key: - -1. Go to Account Settings > Managed Communities > API Keys > `+ API Key` -2. Provide a name and a description (both are mandatory) -3. Select necessary roles for your API Key, depending on if you are looking to automate operations or intelligence tasks -4. Save and copy the value of the API Key in your vault (or any safe place) -5. Paste your API Key in the Module Configuration of your playbook actions - -!!! note - Beware, the generated API Key will no longer be accessible after you’ve closed the modal. - -To learn more about how to generate and revoke API keys, please refer to this [section.](../../../getting_started/manage_api_keys.md) +To create playbooks, you will need to have the built-in role `Analyst` or `Admin`. You can also use a custom role with all the permissions related to Playbooks. \ No newline at end of file