Planhat

A quick guide to get your company's Planhat environment set up for long term success

Guide for Planhat Admins to Get Started

How to create and edit Users (teammates) via the "Settings" Global Tool

Adding and managing Planhat Users (colleagues)

Learn what User Types are, and how they are applied to Roles and Users

User Types, Roles and Users

It often happens that teams are divided up by geographical regions, different offices, or by function

Setting up Teams

What happens to Tasks and Companies assigned to a team member who is being removed from Planhat

What happens when I remove a team member (User) from Planhat?

How to manage user emails in Planhat (subject to permissions, and conditions)

Managing User Emails

Christian Dreyer

Carly Hammond

Julia Sommarlund

Getting started for Admins

What is Single Sign-On (SSO) and how can I enable it?

How to set up Single Sign-On (SSO)

SSO: Setting up Okta

How to set up an SSO connection with Microsoft Entra ID (formerly Azure AD)

SSO: Setting up Microsoft Entra ID (formerly Azure AD)

How to set up an SSO connection with ADFS

SSO: Setting up ADFS

How to set up an SSO connection with OneLogin

SSO: Setting up OneLogin

SSO: Setting up GSuite

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

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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.

Prototype invite-team answer

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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