4. Customising your tenant
Learn all of the flexible ways you can configure Planhat to maximise its potential and make Planhat bespoke to your organisation.
Introduction
Course Contents
General Settings
Email Settings
Snippets
Renaming Data Models
Security Settings
Quiz Time!
Summary of Advanced Settings
Introduction
Roles & Teams
Configuring Role Permissions
Portfolio Permissions
Data Models Permissions
Workflow Permissions - Modules
Workflow Permissions - Features
Quiz Time!
Introduction
Custom Company Profile Templates
Custom Profile Pages
Quiz Time!
Conclusion