Data Governance
Growing customer teams need enforceable data standards, precise access controls, and granular audit trails - especially as regulations and internal policies tighten. Planhat delivers the depth of governance you expect from leading enterprise platforms, with rules, permissions, and logging that scale securely across thousands of users and complex organisational structures.
01
Enforce data quality where and when it matters
Create conditional field rules that trigger on changes to fields like lifecycle stage, workflow step, portal approval stage, or any other field value. For example, require ARR and close date only for negotiation-stage opportunities, and only for users in sales or finance roles.
02
Control access with portfolio- and role-specific permissions
Build roles that automatically scope visibility and edit rights to specific company portfolios, or any other criteria, with controls that extend down to individual fields and actions (create/read/update/delete/export).
03
Provide a complete, immutable audit trail
Capture every user action, field change, login, and data export. Review history in-app via Field History and Logs Explorer, or forward the tamper-evident log to your SIEM, data warehouse, or compliance system.
