Access Control
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
