Planhat can be highly personalized, making it suit both your organization as a whole and each individual Planhat User. Planhat is very powerful, with lots of features and all your data in one place, but with personalization this can be cut down so it's not overwhelming - each Planhat User sees just what they need to see, without their screen being cluttered with anything unnecessary. This enables each person to be more efficient, gaining quick yet deep understanding of their customers/prospects, and taking data-driven action.

There's a range of customization approaches you can take in Planhat:

In this article, we'll focus on the text in bold above: giving access to content (i.e. sharing content). We cover promoting content in a separate article here.

Being able to share customized content means that you and your colleagues can make use of existing designs and insights, rather than everyone needing to "reinvent the wheel" and create their own content. In addition, it's possible to take existing content created by a teammate, and create your own modified version, just for you.

Note also that access permissioning is a way for you to keep control over your tenant, so people can't "mess up" content by accidentally making changes that affect colleagues within the tenant.

As the Owner (or an Editor) of content (a Page/Section/Library) in Planhat, you can share it with other Planhat Users in your tenant.

You can:

Here are a couple of typical examples:

When you first create a Page in a Section, you set the initial bulk access permissions. There are three options:

Note that you can always give additional access later on, via sharing, which we'll discuss next in this article. For example, while you're still designing a Page, you might keep the Page as private for you, and then once it's finished, you could then give access to the appropriate teammates.

Once you've created a Page, you can change its access level via the "Share" button in the top right. Clicking on "Share", you'll see a modal like this:

Here you can:

When you create a new Section, you can set the "General access", but also - unlike when creating Pages - you can share to named Users/Teams right away.

You can go back and edit the access levels (share the content) later on. Like with Pages, you could create a Section that's private ("Restricted", with no extra permissions given) initially, while you are designing/creating your Section. Then, once it's finished, you can share it with your teammates.

Simply click the ellipsis symbol next to the Section name in Home, and select "Edit Section".

This will open up a modal where you can view and change the access levels. Like you saw above when creating the Section in the first place, you can set "General access" for bulk permissions, and "Share Section with" for more granular control.

While general Planhat Users will be creating and sharing Pages and Sections, if you're a Planhat admin/builder, you'll also be creating and sharing Libraries, via the "Libraries" Global Tool for admins. Once you're ready for your colleagues to use your Library, you'll want to give the relevant people access.

Just like you've seen for Pages and Sections, you can give access in two alternative ways:

Whether a User has Viewer access via the bulk "General access" or because they are a named User, they will then see the Library within the "Libraries" part of their Content Explorer, like in the example screenshot below.

Click the image to view it enlarged

Like you saw with Pages and Sections, you can change who has access to a Library later on, which is perfect if you initially want it private while you're working on it, and then share it with your colleagues when it's ready.

Here we'll go through an example scenario in further detail.

Let's say I create a Company Data Table Page. I choose which columns I want (see here for more on column preferences), and then click the "Data Table with orange dot" icon in the top right, and then the save button, to save the default columns for this Page.

I now invite my colleague to the Page. I give them "Viewer" access.

My colleague receives an email saying they have been given access to the Page. They can click on the "View Page" link in the email to jump there.

Also, in the recipient's Content Explorer, this Page has now appeared in the "Shared with me" part, shown in the screenshot below.

Click the image to view it enlarged

Either way, my colleague can view the Page, and if they want to, add it to their Home (in a suitable Section).

They can then make changes to the Page if they like - e.g. remove columns that they don't think are necessary - but the important point to note is that these changes only apply to themselves, because they are only a Viewer of my Page.

My original version:

My colleague's edited version, with fewer columns:

Even though my colleague has this Page in their own Section and they have edited the data display for themselves, they are still only a Viewer of the Page. As a Viewer, as well as not being able to edit it in a way that affects others, they also cannot share the Page, either individually or part of a Section.

In the screenshot below, the Planhat User only has Viewer access. When they click "Share", they can see what access level they have, and who's the Page Owner, but the box to invite additional people (ringed in green below) is grayed/blocked out.

If they share the Section where they've positioned the Page (for the new recipient to access via Content Explorer - remember they would not receive an email about this), access to this Page would not be included - they would simply see the message "You don't have access to this Page - request access". Only the Owner, or an Editor, of the original Page would be able to give access to (share) the Page.

In addition to simply sharing content, you can also promote content. We discuss this in a separate article, available here.