PlanOintegrate

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PlanOintegrate Development Update - December 2022

PlanOintegrate is currently in open beta testing which means Administrators can invite your whole team to PlanOintegrate to manage webhooks and integration settings.

Overview

PlanOintegrate is your one-stop-shop to manage your integration with PlanOmatic. You can create new webhook subscriptions and manage your API keys all in one place.

Accessing PlanOintegrate

Access to PlanOintegrate requires a user that is scoped to your integration which can be done in two ways:

1. An Administrator can send invitations to your teammates via PlanOintegrate.
2. If you don't have an Administrator you can request access via PlanOintegrate access form

Because the privacy of your orders is a priority for us, your integration's first Administrator will need to be requested via PlanOintegrate access form.

What do user permissions look like in PlanOintegrate?

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.