Client Management
From the Partner area, you can manage all your clients. Here, you will find the list of clients created in your partner area, and here you can check the following data: Creation date: This is the date on which the client was created on the platform. The number of employees: Number of people with corporate […]
Platform Usage
You can monitor the client by reviewing certain usage data in the “Platform usage” tab. When you click on “participants on platform”, you will see a graphic with the quantity of participants created each month. When you click on “Projects on platform”, you will see the amount of projects created by month. Then in the […]
Integrating tool vendors
In order to have the third party online assessment tests available in a Panorama client account, you need to request the integration of these tests from the support team by emailing: support@mypanorama.es.The support team will provide you with codes that you will need to enter in the Company Information – Integrations section. This can be […]
Roles
Client AdminThis user will have full access to all Projects, Directory, Groups, Analytics, and Administration Panel from where you can access the Account Settings and Data Models. This account usually is from the client, and we recommend using a generic corporate account rather than an individual account. Client Admins cannot have multiple roles within Panorama. For example, if you set up the […]
User accounts
First, you will need to add an Administrator Account (Client Admin) This user will have full access to the Settings section and higher privileges. This account is usually from the client and we recommend using a generic corporate account rather than an individual account. Take into account that until the administrator account is not created […]
Periods of data processing in accordance with the GDPR
Logical deletion (“soft delete”): When does this take place? By default in Panorama logical deletion takes place 12 months after a participant (candidate) has joined a project and either did not accept the GDPR or accepted it after the established period. This time period can be modified by the client when creating their Panorama account. What is it? […]
Client Account information
Once you have created your client account, continue with the setup by completing the missing information. You can be guided by the orange exclamation marks to find the missing information. First, access the “Company Information” tab and fill in the missing information about the company profile. Then, go to “Branding Profile” and add the company […]
Create a new client
To create a customer, click on the “+” button at the top right of the screen. When you click on this button, a form will open asking for certain information in order to create the client. This information is as follows: Company name Company subdomain: This will be the URL with which you will access […]
