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.
01
Allow CSMs and AEs to initiate renewals, expansions, or discounts, but require manager or finance approval via a human-in-the-loop workflow before any contract or billing system is updated.
02
Lock down critical fields such as contracted ARR, renewal date, or lifecycle stage behind specific roles and workflows, while still letting frontline teams update operational details like contacts, notes, and tasks.
