Planhat

We explain the core principles and advantages

An introduction to Planhat

If you're transitioning to upgraded Planhat (ws.planhat.com) from original Planhat (app.planhat.com), learn what's moved and what's new

Upgraded Planhat: technical changes

Learn the definitions of a range of Planhat terms

Planhat glossary

Carly Hammond

Learn some key definitions, and topics that cover multiple features

Introduction to upgraded Planhat (ws.planhat.com)

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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.

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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.

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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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