Planhat

Christian Dreyer

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

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

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

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

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

How to set up an SSO connection with Azure AD

How to set up an SSO connection with ADFS

How to set up an SSO connection with OneLogin

Your go-to-guide on how to get started with Planhat

If you don't see your invitation email to join Planhat it could be in your spam folder

How to add or update your profile picture manually in Planhat

You as a user can now set a preferred landing page each time you login to Planhat.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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