PlanOintegrate Open Beta

The PlanOmatic Integration platform (PlanOintegrate) is opening up its beta on December 1st, 2022 with its new user management and invitation features. This means you can invite your whole development team to help manage your integration!

What roles will be available for the PlanOintegrate user management?

We will be rolling out Administrator and Developer roles that you can use to manage your users. We recommend giving the role of Administrator to managers and project managers and the role of Developer to the developers directly working on your integration with PlanOmatic. Below is a detailed description of the two roles and what they can do in PlanOintegrate.

Administrator permissions in PlanOintegrate

• Manage users and their roles
• Manage integration settings
• Manage webhooks
• Manage organizational entities [coming soon]

Developer permissions in PlanOintegrate

• Read access to users and their roles
• Manage integration settings
• Manage webhooks
• Read access to organizational entities [coming soon]

I haven’t been in PlanOintegrate, where can I check out this user management feature?

There are two ways to get access to PlanOintegrate, an administrator can send you access via the new PlanOintegrate user management feature, or you can get access via submission of a PlanOintegrate Access Request Form. Once your team has an administrator, they will be able to send invitations to add users.