Data Governance
Data Governance
Great customer operations demand impeccable data quality, ironclad security, and total transparency. Planhat’s governance layer makes this effortless: conditionally mandatory fields and approval-triggered locks keep processes tight, ultra-granular permissions (per model, field, and feature) let you craft roles that expose only what each user should see, and a tamper-proof audit trail captures every login, edit, export, and workflow change - inspectable in-app or exported for compliance without compromise.
01
Drive data quality with conditional rules - make ARR, currency, product, and close date mandatory only in Negotiation, or lock renewal fields during finance or client approval in the Portal
02
Build portfolio-specific user roles and cascade company-level filters to every related object, controlling create/read/update/delete/export rights with surgical precision
03
Track every field evolution via Field History and explore the full activity log in Logs Explorer - then push the immutable trail to your monitoring stack for real-time oversight
