"Workflow permissions" are a set of permissions within Roles. Roles are how you can bulk-apply permissions to groups of Users (i.e. you and your colleagues), typically corresponding to job role.

Within the "workflow permissions" tab of Roles, the bottom part is "feature permissions", which we cover in a separate article here. This article will focus specifically on the "Module" section at the top of the tab.

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"Modules" were a key part of how the original Planhat platform (app.planhat.com) was structured. They were listed down the black bar on the left-hand side.

Upgraded Planhat (ws.planhat.com) is structured differently, and no longer has these Modules. However, Module permissions do still have some effects in upgraded Planhat; we describe the impact of each of these permissions below.

In upgraded Planhat, if you disable this permission, it hides the "Calendar" Home feature, although it does not hide the "Notifications" Home feature.

In upgraded Planhat, if you disable this permission, it hides the "Data Explorer" Home feature. It does not hide the "Data" Global Tool for admins, and you can still view/edit in Pages such as Data Tables.

At the time of writing, disabling this does not affect upgraded Planhat.

In upgraded Planhat, if you disable this, it hides the "Email Manager" Home feature. It doesn't prevent you from seeing/creating/updating Inbox Pages, however.

"Playbooks" is an old term for the "Workflows" feature (which should be distinguished from the "workflow permissions" tab of Roles, which is unrelated).

In upgraded Planhat, disabling this permission hides the "Workflows" Global Tool for admins, which is where you would configure Workflow Templates. It does not prevent you from viewing and interacting with Workflows in Pages, the Data Explorer, or Profiles.

This permission corresponds to the NPS Module in original Planhat; and in upgraded Planhat, if disabled, it hides the "NPS" Global Tool for admins (currently under construction).

At the time of writing, disabling this does not affect upgraded Planhat.

At the time of writing, disabling this does not affect upgraded Planhat.

Although upgraded Planhat (ws.planhat.com) does not have Modules in the same way as original Planhat (app.planhat.com) did, we recommend that you keep the Module permissions enabled for every Role in upgraded Planhat (potentially with the exception of the Survey/NPS Module permission). This is because features such as Calendar and Data Explorer are important functionality that all Planhat Users could benefit from access to, so we don't recommend you disable them via Module workflow permissions. You'll also want to leave on the Module permissions if you still have some Users using the original Planhat platform and therefore need to access the Modules.

Remember, there are data model permissions and workflow feature permissions that you can use if you would like to restrict access to some parts of Planhat. For example, there are sets of data model permissions for Workflows and Workflow Templates. The "Admin Access" workflow feature permission can be used to enable/disable access to the "Data" Global Tool. The "View Unassigned Folder" workflow feature permission can be used to hide the Unassigned tab from the Email Manager. And so on - you get the idea! Have a read through the linked articles, and if you need any further help, remember you can reach out to your CSM or TAM, or speak to our Support team via the in-app live chat.