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 […]
Other actions to be carried out on the participants
Send communication There are 3 types of communication: Invitation: This email is used to send the invitation to the project to the participants. Within this email, participants will find access to the project landing page, where they will be able to carry out the tests configured in the project. Reminder: This email is used to remind participants […]
Adding Participants
To add the participants to a project, from the Project manager’s perspective you will have two options made available to you when you press the “+ Add Participants” button. The three ways to add participants are: creating a new participant or Excel or from the directory where you will find all the people that have been previously uploaded to the platform. Create New To add […]
