"Content" (also called "Content Manager") is one of the Global Tools for admins/builders of Planhat (e.g. CS Ops). It's a place where you can configure and apply customization within your Planhat tenant. Personalization is really central to upgraded Planhat (you can read more about this here), and within "Content" you can tailor Planhat for your whole organization and also for specific groups of colleagues.

There are three parts of the "Content" Global Tool:

We have separate articles diving deeper into each of these topics, so in this article we will give you a quick overview, and give you links to these additional resources.

"Content" (also referred to as "Content Manager") 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 Content is not pinned, you will find it under the ellipsis symbol, as shown below:

If you would like to pin "Content" 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 Content symbol in the gray bar, as shown below.

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

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"Home Templates" (previously called "User Personas") are one way that you, as an admin, can carry out top-down customization of your Planhat tenant.

You use Home Templates to customize the UI for groups of Planhat Users (i.e. you and your colleagues) when it comes to content (Pages and Sections). Specifically, you can:

You set conditions in each Home Template, so it automatically applies to the appropriate group of Users (e.g. Sales, or Leadership).

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"Object Profile Pages" within "Content" is where you can configure Custom Company Profile Pages.

This is one of the ways you can customize Company Full-Page Profiles.

Custom Profile Pages can be Dashboards, Presentations or Documents.

For example:

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There are a very wide variety of use cases of Custom Profile Pages, both for internal use (for you and your colleagues) or external use (sharing with your customers).

You can either include them in Profile Templates, so they are automatically applied to multiple Companies' Profiles, or manually apply them to individual Company Profiles.

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"Portal Templates" is related to the newly enhanced Portal functionality in upgraded Planhat (ws.planhat.com). At time of writing, this is currently under development (and indeed this tab may not be visible for you). More information will be available in future.