One of the advantages of upgraded Planhat (ws.planhat.com) is that it can be highly personalized to meet the needs of each user. This customization can be both "top down" (configured by admins/managers for the rest of the organization) and "bottom up" (configured by individual general Planhat users for themselves) - giving the perfect balance between guiding less experienced users and not expecting them to "reinvent the wheel", while also not being too restrictive and allowing each user to refine their version of Planhat to meet their personal needs.

As someone configuring and managing the Planhat tenant for your organization, there are are many elements you'll want to set up and customize for the rest of your team. This article gives you an overview of how to do this - what you can create and edit, and where in Planhat you go to do this.

These Global Tools for admins, which are located in the top gray bar of your Planhat tenant, consist of:

Individual Global Tools are described in more detail in separate articles within this Help Center, linked to above, but in this article we will give you a summary of them all.

If you're a Planhat admin, you'll find these Global Tools in the top gray bar of your Planhat tenant. Simply click on your tenant name or logo in the top left of your screen (examples shown below) to open up the list.

As you can see next to the name of each Global Tool in the screenshots above, you can alternatively use keyboard shortcuts to navigate to your choice of Global Tool.

"Data Model" (previously called "Data" and "Data Manager") is where you can carry out administration/setup regarding data in Planhat. This consists of:

Note that the "Data Model" Global Tool is separate from Data Explorer, a feature in Home that's available for all Planhat users, where your data can quickly and easily be explored.

This Global Tool is where you manage Portals.

At time of writing, Portals in upgraded Planhat (ws.planhat.com) are currently under development, available to a limited set of "early access" customers.

More documentation will be available for Portals in upgraded Planhat in future.

This is where you can design and manage Workflow Templates.

Workflows are an easy yet highly flexible way to automate a series of actions - tasks and/or email steps. They are either Projects (designed for project management) or Sequences (designed primarily for automatically sending emails). Workflows can automatically apply and activate/deactivate elements based on changes in your data in Planhat.

Note that general Planhat users can apply/use Workflows (e.g. in Pages or Company Profiles) without coming to the Global Tool to configure Workflow Templates.

The App Center is where you set up and manage Automations, Integrations, Connections and Private Apps (Service Accounts).

Automations are a way in which you can automatically take action on your data. The general format of Automations is that a specified change in data triggers your choice of action to occur. You can choose from a wide variety of Templated Automations, or create a Custom Automation.

Integrations are how you can connect Planhat to third-party software, such as Salesforce, HubSpot, Intercom, Zendesk, Snowflake and so on. Using Integrations, you can bring data from various disparate tools into Planhat, as your single source of truth. Data is the fundamental foundation of Planhat - and customer management. You can also use Integrations to transfer data out of Planhat.

Connections are another way to connect Planhat to third-party software, such as AI tools. You can then use these connections in Automations.

Private Apps (formerly called Service Accounts) are used to generate and manage API Access Tokens.

This feature is currently under construction within upgraded Planhat (ws.planhat.com). For the time being, use the earlier version of Planhat (app.planhat.com) to configure your NPS campaigns within the NPS Module.

Here you can control various aspects of how your Planhat tenant looks and behaves:

By configuring your tenant in this way, you ensure works in the best possible way for you - save time, increase security, avoid confusion, and so on.