Let’s Learn
- Set up a New User
- Resend Invite to a User
- Edit a User
- Appoint a Primary Contact
- Disable a User
- Enable a User
This set of instructions are for Panorama Pro and Panorama Premium users (excluding Artez users).
Set up a New User
Step 1: Click on Account in the top menu, select Users and then click on Add User.
Step 2: Fill in the new user's prefix, name, email, phone number and time zone.
Important Information! Be sure to enter the email address using all lower case letters.
Step 3: Check the appropriate Notification Settings and then click Next.
- Billing contact - will receive billing-related inquiries
- Payment - will receive notification when a payment is made
- Fundraising page - will receive a daily email that provides a list of fundraising pages created in the last 24 hours
- Auction - will receive emails for all auction updates
Step 4: Select Organization permissions and then click Add User.
- Click on Select all to give user all permissions or enable each permission checkbox as needed.
- Admins can select view only or view and manage for organization details, account users and manage projects.
Step 5: Click on Projects to grant access only to specific projects.
- You can enable users by Project by enabling the check boxes beside the project
- If an event has locations, they will appear under the project name checkbox and you can give users access to one or more event locations.
Step 6: Click Add User.
- This will send an invite to the new user asking them to set a password to set up and log in to their Panorama account.
Resend Invite to a User
Step 1: Click on the name of the User from the Users list.
Step 2: Click Resend Invite button.
Step 3: Click Resend Invite button on pop-up.
Edit a User
Step 1: Click on the name of the User from the Users list, then click Edit.
Step 2: Make necessary updates directly on the page and then click Save.
Appoint a Primary Contact
This signifies the person at your organization that we should reach out to with any account or organization questions.
Step 1: Click on Account in the top menu, select Users
Step 2: Use the drop-down menu next to the Primary Contact field to appoint one of your existing users as a Primary Contact
Disable a User
Step 1: Click on the name of the User from the Users list, then click Disable at the top.
Step 2: Click Disable on the pop-up.
- Note: Once users are disabled, they will not be able to log in. However, users can be enabled again at any time.
Enable a User
Step 1: Click on the name of the User from the Users list.
Step 2: Click Enable at the top.
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