Planbase

How to add the Planbase Slack app to a channel so alerts and reports can post there.

Add Planbase to a Slack channel

Getting started with integrations

Inviting users to Planbase and logging in

How to log into Planbase

Timezones in Planbase

How to set up people, roles, teams, licenses and skills in Planbase

Getting started with Team Management in Planbase

Permission levels in Planbase

Connecting Planbase and Slack

Setting up the ADP integration and understanding how it works

ADP Workforce Now Integration

Control access to Planbase by assigning permissions to user profiles.

Permissions

How to export timesheets to ADP for payroll

Exporting Time-Off to ADP

Set up rules and policies for time off, time & attendance and scheduling

Configuring Rules & Policies

How to log into the Planbase staging site and what to know before using it.

Accessing the staging environment

Joe Shearman

Jack Light

Sign-in, profile changes, account settings & more 

Account Management

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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