Access & Action Control

In growing organisations, the risk of the wrong field update, automation, or discount approval grows with it. Planhat gives you fine-grained role-based access, workflow permissions, human-in-the-loop steps, and field-level rules so you control who can see and change what—and when AI or automations are allowed to act. Approvals can be embedded directly into automations so humans review high-impact steps without slowing everything else down. This keeps customer data clean, protects commercial decisions, and lets teams scale activity safely instead of adding manual checks everywhere.