Access Control

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

Recognized as a world-leader by

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

Recognized as a world-leader by

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

Recognized as a world-leader by

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

Recognized as a world-leader by

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.