Configure runtime permissions for a playbook
Add permission sets to a playbook to restrict who can view and act on it at runtime.
Before you begin
Role required: playbook.admin, pd_author
About this task
Permissions configured at playbook level apply to the whole playbook unless a stage overrides them. For an explanation of how permissions combine, see Runtime permissions.
Note: The default parent record requirements always apply. Permissions you add here narrow access further and can't widen it.
Procedure
-
Navigate to All > Workflow Studio > Playbooks.
-
Open the playbook that you want to restrict.
-
From the More actions menu, select Properties.
[Omitted image "pb-run-perm-plybk.png"] Alt text: Screenshot showing Properties option.
-
Select Runtime permissions.
-
Review the Parent record permissions.
[Omitted image "pb-run-perm-plybk1.png"] Alt text: Screenshot showing Runtime permissions tab and Parent record permissions.
-
Add permissions and select its source.
-
Select Add permission set to restrict an operation.
[Omitted image "pb-run-perm-plybk2.png"] Alt text: Screenshot showing Add permission set button.
-
Grant the permission set by User, User group, Roles, or a User criteria record.
[Omitted image "pb-run-perm-plybk3.png"] Alt text: Screenshot showing user set options.
-
Select View to grant general access to the playbook.
-
Select Manage to open and configure additional runtime options.
-
Select Trigger on-demand to grant access to view the record generator before the playbook is triggered.
[Omitted image "pb-run-perm-plybk4.png"] Alt text: Screenshot showing Additional runtime management options.
-
Select the Add permission set icon [Omitted image "Check.png"] Alt text: Green check mark icon when you're done configuring the permission.
[Omitted image "pb-run-perm-plybk5.png"] Alt text: Screenshot showing Add permission set button.
-
Select Add permission set to add more permissions to the same operation.
Permissions added to one operation combine with OR, so any one of them satisfies it.
-
-
Select Save and close.
Result
Users must satisfy the default parent record requirement and at least one permission you added for each operation you restricted.
Example: Restricting a playbook to expert agents
For example, a case resolution process has two playbooks: a detailed L1 playbook for newer agents, and a shorter L3 playbook for expert agents. Add a permission set to the L3 playbook that names the expert role or a user criteria record, so only those agents can access it at runtime.
What to do next
Reactivate the playbook. Permission changes affect new executions after reactivation, not existing executions.
Parent Topic:Runtime permissions
Related topics
---
title: Configure runtime permissions for a playbook
description: Add permission sets to a playbook to restrict who can view and act on it at runtime.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/build-workflows/workflow-studio/configure-runtime-permissions-playbook.html
release: brazil
product: Workflow Studio
classification: workflow-studio
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Runtime permissions, Managing playbook permissions, Configure, Playbooks, Workflow Studio, Build workflows]
---
# Configure runtime permissions for a playbook
Add permission sets to a playbook to restrict who can view and act on it at runtime.
## Before you begin
Role required: playbook.admin, pd\_author
## About this task
Permissions configured at playbook level apply to the whole playbook unless a stage overrides them. For an explanation of how permissions combine, see [Runtime permissions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/build-workflows/workflow-studio/runtime-permissions-playbooks.md).
**Note:** The default parent record requirements always apply. Permissions you add here narrow access further and can't widen it.
## Procedure
1. Navigate to **All** > **Workflow Studio** > **Playbooks**.
2. Open the playbook that you want to restrict.
3. From the **More actions** menu, select **Properties**.
\[Omitted image "pb-run-perm-plybk.png"\] Alt text: Screenshot showing Properties option.
4. Select **Runtime permissions**.
5. Review the **Parent record permissions**.
\[Omitted image "pb-run-perm-plybk1.png"\] Alt text: Screenshot showing Runtime permissions tab and Parent record permissions.
6. Add permissions and select its source.
1. Select **Add permission set** to restrict an operation.
\[Omitted image "pb-run-perm-plybk2.png"\] Alt text: Screenshot showing Add permission set button.
2. Grant the permission set by **User**, **User group**, **Roles**, or a **User criteria** record.
\[Omitted image "pb-run-perm-plybk3.png"\] Alt text: Screenshot showing user set options.
3. Select **View** to grant general access to the playbook.
4. Select **Manage** to open and configure additional runtime options.
5. Select **Trigger on-demand** to grant access to view the record generator before the playbook is triggered.
\[Omitted image "pb-run-perm-plybk4.png"\] Alt text: Screenshot showing Additional runtime management options.
6. Select the Add permission set icon \[Omitted image "Check.png"\] Alt text: Green check mark icon when you're done configuring the permission.
\[Omitted image "pb-run-perm-plybk5.png"\] Alt text: Screenshot showing Add permission set button.
7. Select **Add permission set** to add more permissions to the same operation.
Permissions added to one operation combine with OR, so any one of them satisfies it.
7. Select **Save and close**.
## Result
Users must satisfy the default parent record requirement and at least one permission you added for each operation you restricted.
## Example: Restricting a playbook to expert agents
For example, a case resolution process has two playbooks: a detailed L1 playbook for newer agents, and a shorter L3 playbook for expert agents. Add a permission set to the L3 playbook that names the expert role or a user criteria record, so only those agents can access it at runtime.
## What to do next
Reactivate the playbook. Permission changes affect new executions after reactivation, not existing executions.
**Parent Topic:**[Runtime permissions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/build-workflows/workflow-studio/runtime-permissions-playbooks.md)
**Related topics**
[Apply runtime permissions for a stage](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/build-workflows/workflow-studio/override-runtime-permissions-stage.md)
| title | Configure runtime permissions for a playbook |
| description | Add permission sets to a playbook to restrict who can view and act on it at runtime. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/build-workflows/workflow-studio/configure-runtime-permissions-playbook.html |
| release | brazil |
| product | Workflow Studio |
| classification | workflow-studio |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Runtime permissionsManaging playbook permissionsConfigurePlaybooksWorkflow StudioBuild workflows |