Role-Based Access Controls (RBAC)

Granular control over user permissions

Granular control over user permissions

Granular control over user permissions

Modern enterprises can’t choose between a unified data model and precise control over who sees what. Planhat’s multidimensional access control framework is built to support both. Roles and permissions extend across portfolios, objects, and individual data fields — enabling a single system of record without compromising security. Whether managing admin privileges or defining field-level visibility, every layer of access in Planhat is deliberate and aligned to least-privilege principles.

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.