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

Learn about managing data models via the "System Admin" menu

"Data Model" Global Tool for admins

Learn where to create and manage Workflow Templates

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 and record management, enabling you to lock or make mandatory your choice of fields, or make records undeletable, 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

Christian Dreyer

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)

Developer Hub

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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