Ensure granular data privacy and security

Ensure granular data privacy and security

Ensure granular data privacy and security

Planhat has uniquely granular and flexible permissions. Every data model, field, and most features have permissions, allowing you to create tailor-made roles with rigorous access-controls to protect critical data.

Highlights
  • Create portfolio-based roles ensuring that CSMs only access objects and records relating to companies within their remit

  • Create filter-based roles using rules set on the company level, that also trickle down through the other dependent models

  • All this to ensure that you have full control over the data that can be created, read, updated, deleted, and exported

Discover the full power of Access Control

Discover the full power of Access Control

Discover the full power of Access Control
Discover the full power of Access Control
An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

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An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.