Planhat

How to merge End Users

What is the Primary field on the End User model?

What a featured user is in Planhat and how to create a featured user

Featured End Users

Learn about "Deviations from Normal" Calculated Metrics and the End User Relevance Score

Planhat Machine Learning (ML) features

Removing and Archiving End Users

How to unarchive End Users

Why are some End Users not automatically being added to a Company?

When a Company does not have an external ID, it can cause some issues with user activity data. The fix is quick and simple!

Why do some active users have no activity data in Planhat?

Christian Dreyer

End User management

Developer Hub

Dojo

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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.

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

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