How do I set-up and manage multiple organizations under a single login?

Let's Learn

Panorama Administrators associated with multiple organizations can access each of their organizations with a single login.

• Consolidate Multiple Organizations into a Single Login
• How to Switch Between Organizations
• Setting a Default Organization 

Consolidate Multiple Organizations into a Single Login

Step 1: Choose one of your existing Panorama usernames and passwords that you wish to be your only login going forward

Step 2:  Sign in to the account(s) that does not currently use that username and password and add yourself as a user.

Step 3: To do this you will go to the Account settings drop-down menu located in the top right-hand corner of your home screen and click on Users

Step 4: Click on Add User

Step 5: A separate window will pop up and prompt you to fill in the following information:

Important Tip!  When filling out the form, use the email address you want to use for all logins going forward. Be sure to enter the email address using all lowercase letters.

Step 6: Once all the required information has been entered select Create User.

• After you add yourself as a user to your other account(s) you will get an email like the one below.
• If you do not receive this email, please be sure to check your junk mail or spam folder for an email from onboarding@frontstream.com.

Sign in using the username and password you want to be your default going forward.

Switching Between Organizations

Step 1: After you log in to your account you will see a screen that shows all the organizations you are associated with.

Step 2: Click on the organization you wish to go to, and you will be taken to the Panorama home page for this organization.

Step 3: If you want to switch organizations while working, click on the Account settings drop-down menu in the upper right-hand corner of your homepage. Click on the Switch Organization button.

Step 4: You will be taken back to the screen that shows all your organizations. From here you can select the organization you want to work in.

Setting a Default Organization

You can also choose a default organization so when you log in next time you will automatically be taken to the home screen of that organization instead of the select organization pop-up.

Step 1: To set a default organization check the box beside Remember this selection then click on the organization you want to be your default going forward.

The next time you log in you will automatically be taken to that organization.

If you want to switch back to the other organization just click on the Account settings drop-down menu and click on the Switch Organization button.