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Managing and Inviting Users

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This article only applies to you if you have access to Panorama's survey creation tools. If you see an 'Admin' button on the top right-hand corner of your screen, then this article is for you! Please reach out to your Panorama contact with any questions.

How Do I Access the User Management Tool? 

From the landing page, in the upper-right corner, click on “Admin”, then click “Users”.

How do I use this tool?

You can add users, edit existing users, and send invitation emails to the platform. 

Adding New Users: 

  1. Click the green “plus” button, and add the user's name and email address. 
  2. Select their role and organization, and click “Save”. 
    • For District Administrators, select the district as their organization
    • For School Administrators, select their school or multiple schools they should have access to
    • For Teachers, select their school
  3. You can click “Invite” to send them an email. 

(Figure 1.)

Editing Existing Users: 

  1. Use the search bar to find the user you want to edit. 
  2. Click the pencil icon next to their email
  3. Make changes to their name, email, role, or organization. 

If you want to delete access for a user, you can switch their role to the blank role option and they will no longer be able to view reports.

(Figure 2.)

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