Planhat

How to customize Planhat for your team - configure settings, manage custom fields, set up Integrations and Automations, and do so much more

Global Tools for Planhat admins

Libraries are a way you can categorize and verify content

Libraries

Learn about the Data Manager in upgraded Planhat

Global Tools for admins - "Data"

Learn where to create and manage Workflow Templates in upgraded Planhat

Global Tools for admins - "Workflows"

App Center is where you can configure Integrations and Automations, to sync data and act on it

Global Tools for admins - "App Center"

Global Tools for admins - "Settings"

You can set up your Health Scores (Health Profiles) and Success Units in "Data" in the "Global Tools" menu - they are Company fields

Configuring Health Scores and Success Units in upgraded Planhat

Rules are a key part of field management, enabling you to lock or make mandatory your choice of fields, based on conditions you configure

Field Rules

How to customize Planhat "from the top down" for groups of Users via Home Templates and Roles - personalization and permissions

Home Templates and Roles

Carly Hammond

Lejla Agovic

Libraries, Data, Content, Workflows, App Center, NPS and Settings

Global Tools for Planhat builders/admins

Learn about Profiles in upgraded Planhat (ws.planhat.com), including Full-Page Profiles and Previews

An introduction to Profiles/Previews

Learn more about what Previews are, and how and why to customize them

Previews

Full-Page Profiles are perfect for viewing all key data for one specific customer at a time

An introduction to Full-Page Profiles

Learn how to customize the layout of Company Full-Page Profiles to suit different types of Company or Planhat User (viewer)

Custom Company Full-Page Profile Templates

You use Field Groups to organize and prioritize fields in Previews and Full-Page Profiles

Field Groups

How to determine which layout is used, via criteria (conditions) and positioning

Configuring which Preview/Profile Template is applied

How to create, manage and apply Custom Pages for Company Full-Page Profiles ("Profile Page Templates")

Custom Profile Pages - Profile Page Templates

How to customize the fields shown when creating a new record of a data model

How to customize a Create Form

Full-Page Profiles, Previews, and Custom Profile Pages

Profiles (managed in the "Data" Global Tool)

Learn how to configure permissions in Roles for both standard and internal data models

Data model permissions

Learn how to configure each Role's access to a variety of features

Workflow permissions

Learn how to set Company data access levels within Roles

Portfolio permissions

Learn about the different sets of permissions within Roles, configured within the "Settings" Global Tool

Role Permissions (managed in the "Settings" Global Tool)

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