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:

Each of these 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.

You'll find these Global Tools next to the Home button in the top gray bar of your Planhat tenant.

You can pin up to three of them to your top bar, so they will show there with their own icons. Any you have not pinned will be accessible under the ellipsis ("...") icon.

To pin one (assuming you haven't reached the maximum number of pins), simply mouse over its name in the list, and click on the pin icon that appears. To unpin one, simply click its pin icon in the list.

Previously called "Wikis", the "Libraries" Global Tool is where you can build and organize Libraries for your organization. Your colleagues will then be able to access this content via the Content Explorer.

In Libraries, you can group content (Sections/Pages) around key themes, such as "CS content" or "Sales content".

This is a key way that you can configure your organization's Planhat tenant and guide your team. And from the point of view of a general Planhat user, they know that this verified content has been optimized for your business.

"Data" (sometimes also referred to as "Data Manager") is where you can carry out administration/setup regarding data in Planhat. This consists of:

Note that the "Data" 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.

"Content", also called "Content Manager", consists of 3 main parts:

Note that the "Content" Global Tool is separate from Content Explorer, where general Planhat users can see and apply Sections/Pages, themselves referred to as "content" (with a lower case "c").

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 to End Users). 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 Integrations and Automations.

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.

Automations are a way in which you can 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.

This feature is currently under construction within upgraded Planhat (ws.planhat.com). For the time being, use the previous 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.