You can customize your Planhat tenant in so many ways to make it suit you and your business perfectly - perhaps the most obvious being the ability to create a wide variety of custom Pages, organize them into Sections and Libraries, and allow each Planhat User to have their own individual Home with a selection of Sections/Pages, customized by a combination of "top down" (admin-administered) personalization via Home Templates (previously called User Personas) and "bottom up" (User-customized) personalization via Content Explorer and more.

Another way you - as a Planhat admin/builder - can tailor tenant for your organization is via the "Settings" Global Tool, which we'll take you through in this article.

The Settings Global Tool includes the ability to:

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

"Settings" is one of the Global Tools for admins that you will find on the left-hand side of the top gray bar of your Planhat tenant.

If Settings is not pinned, you will find it under the ellipsis symbol, as shown below:

If you would like to pin the Settings Global Tool to your top gray bar, mouse over its name in the list, and then click on the open pin (shown above). You'll then see the Settings symbol in the gray bar, as shown below.

When you are within "Settings", you'll see "Settings" stated in the gray bar, as in the screenshot below.

The Settings Global Tool is organized into sections, making it really easy for you to find the setting you are looking for.

In this article we'll summarize what each of these sections include, so you know where to find specific settings, and we'll link to where you can read further details.

Here you can configure the basics of your Planhat tenant, including:

Snippets are sections of text you can bring into planned and logged activities (i.e. both tasks and meeting notes). Once you’ve saved a Snippet into your library, you can easily summon it whenever you need it, by typing the # symbol.

To learn more about Snippets, see here.

Here you can define a variety of revenue-related settings within your tenant, including:

This is where you definite what your products are. You can specify recurring products and non-recurring products.

Here you can:

In this section, you can specify your email provider, initial email sync period, and email matching mode (which affects how emails are matched to Companies - for further details, see here).

Here you can view a number of different email limits applied to your tenant, such as the daily limit of automatic emails per Planhat User. Speak to your CSM if you have any questions or would like to change these settings.

In this section, you can also define "do not disturb" hours, when you don't want automatic emails to be sent.

Here you can control settings related to email engagement tracking - do you want to track email opening and link clicks? For more on email engagement tracking, see here.

In this section of the settings, you can automatically exclude certain emails from being synced into Planhat. In this way, you can reduce "clutter" in your tenant by excluding irrelevant emails, and improve data security by excluding emails containing sensitive information.

This is made up of general rules, participant-specific rules, and email-specific rules. If you'd like to learn more about email filtering, see this article.

You'll no doubt have standard emails that you use frequently within your team, both in Workflows and when emailing manually, and here you can create and organize your email templates. For more on email templates, see here.

"Email Automation Provider" emails (previously called "Transactional Emails") are used for sending high volumes of emails - bulk messaging, rather than personal emails.

In this section, Planhat staff can enable this feature, and set whether you can send these types of emails from your own domain - and then your domain preferences can be configured here.

For further details on transactional emails, see here.

Here, a full email sync can be run for a specific Planhat User, their sync can be disabled, or their synced emails can be removed.

Every Planhat User can enable their own email sync (outside of this); this is admin functionality in addition.

Here you can add Planhat Users to your tenant - your colleagues (as opposed to End Users, which are your customers). You can also define their Roles, whether they are "active" Users in your tenant, and so on.

In this section, you can optionally defines Teams, which allow you to group your choice of Users into teams based on job role (e.g. CSM team) or location (e.g. Australia team), etc.

Once created, you can then apply a Team as a filter throughout Planhat, and you can refer to Teams when configuring "Portfolio Permissions" in Roles.

A Role is a set of permissions, typically tailored to a specific job role. Roles determine what each User can see and do in Planhat. These are similar to "profiles" in other software applications.

You apply Roles to your Planhat Users (teammates), to give each person the correct access level. When you add a new User to your Planhat tenant, you'll be prompted to assign them a Role. You can also change Role assignments later on.

Roles are customizable - so you have control over what each Role can or can't do in Planhat, rather than having to choose between a few set Roles.

To learn more about Roles, see these separate article:

Here you can view or edit settings such as permitted login methods, IP addresses, password requirements, and session controls.

Users will be blocked after 20 failed login attempts; here they can be unblocked so they can log in again.

Here you can prevent specific file extensions from being uploaded, for security reasons.