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 […]
Report
In the Settings Panel, you will be able to configure and preview both the HR report and the feedback report, which you can send to the participant at the end of the process (if you are HRM or PM). Look & Feel Here you will be able to include the logo and the main colour […]
Project Actions
As a Project Manager or HR Manager, you will have several actions at your disposal. To access these actions, go to the upper-right corner and click on “Project Actions”. Manage Project ManagersYou’ll be able to add other Project Managers to the Project. Remember that these people must already be added to the People Directory before you […]
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 […]
Launching a project
Once we have set up the Project and added the participants and assessors, you can launch the Project. To do so, all you have to do is to press the “Run project” button and check the suggested points. At this point the Project will be shown as “in progress” and no further changes can be made to the […]
Assigning Assessors to participants
One by one planning To assign assessors to participants the Project Manager must be placed in the “Assignments” tab and click on the (+) icon. Once done that, it will appear a pop, where you will be able to select the assessor. Additionally, you will have the option to selecet if you want to assign that assessor […]
Adding Assessors
To add the Assessors to the Project, the Project Manager must be placed in the Assessors tab and click on the Add Assessor button, press the From Directory button or Create New one and add the assessors in the same way that it was done for the participants from the “From directory” option or “Create New one” Option. Create a new one: To create a new […]
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 […]
