Panorama Client Roles are a powerful way to grant autonomy and access to your panorama accounts. Read on to learn how to invite panorama users, what default permissions are, how to create a custom panorama role, and some other options for customizing role requirements.
Use Case Information
Panorama Client Admins and Panorama Client Managers are two default Panorama-specific roles that can be used to allow clients to handle specific tasks within their portal, such as: log in themselves, check on the status of their learners, view reports, and perform basic learner management tasks. If these default roles do not suit your needs, you can create a custom client role and add or take away permissions to your use case.
Default Panorama Roles Overview
Panorama Client Managers
Client Managers can perform the following duties:
- Edit basic learner information, such as name, email address, and password.
- View the list of learners in their client, and see partial learner profile information including Details, Access, Payments, and Transcript.
- View content list and preview content.
- Revoke access to content (cannot add access to content).
- Disable and re-enable user's login.
- Moderate Discussions.
- Take assessments on behalf of learners.
- View Client reporting.
- Email Client learners.
Panorama Client Admins
Client Admins can perform the following duties:
- All Client Manager privileges listed above.
- View individual content reports.
- Export SCORM (if SCORM Connect is enabled in your instance).
- Add learners.
- Manage registration & redemption codes.
- Manage assessment attempts for individual learners.
- Manage multiple clients.
- Create/edit sublicenses.
- Add and revoke sublicenses for a learner.
Inviting Panorama Client Admin & Client Manager Roles
- From your homepage, navigate to Users and then Managers.
- Select Client Admin or Client Manager.
- From the upper right corner of your screen, click the gear icon.
Tip
From the dropdown menu, you can select View Role Permissions to review the permissions and ensure this is the role you'd like to invite the new user to.
- Select Add User.
- Register your Panorama Client Admin or Panorama Client Manager by filling out their First Name, Last Name, and Email Address.
- Search for the Panorama they should be assigned to and select.
Tip
Panorama Admins can be assigned to multiple Panoramas. Repeat step 6 to assign the admin to additional panoramas as needed.
Note
- Panorama Client Admin role DOES NOT require a sublicense because this role has permission to manage multiple clients.
- Panorama Client Manager role DOES require a sublicense. From the Sublicense container dropdown, select the sublicense(s) this manager should be assigned to.
- Optionally, provide a customized message for the invitation email.
- From the bottom right of the page, select Invite.
Inviting a Client Admin:
Inviting a Client Manager:
Creating a Custom Panorama Client Role
If neither of the Thought Industries default Panorama Client Admin nor Panorama Client Manager roles suit your requirements, you can create a Custom Panorama Client role.
Go to our article on Managing Admin Users and check out the Creating Custom Manager Roles section for full steps. Below are some guidelines for creating custom client roles specifically:
- During Step 1: Type, select the Panorama Role Type.
- During Step 2: Template, decide if your custom role leans more toward the Panorama Client Admin role or the Panorama Client Manager role and select that option to review the default permissions template.
- Continue customizing permissions and following the steps to create your custom role.
Warning
Prior to assigning anyone to your Custom Panorama Client roles, we strongly suggest creating a test user for your role to ensure this role has the correct permissions!
Tip
Pay close attention to the asterisks when creating a Panorama Custom Client role, as they highlight permissions that may expose sensitive site-wide information.
Tip
You can create a custom role that allows Panorama roles to create learning paths with due dates, send related Learner Notifications, and enroll learners when using Assigned Programs.
Other Ways to Manage Panorama Client Roles
When managing Panorama Client Roles, Thought Industries provides additional settings and options beyond permissions! Let's take a look at those options. This includes timeout periods and password requirements.
- From your homepage, navigate to Users and then Managers.
- After selecting either Client Admin or Client Manager, click the gear icon in the upper right portion of the page.
- From the dropdown menu select Edit Role Requirements, where you can configure specific timeout periods and password requirements for each of these individual roles. There are default configurations, but we strongly encourage you to review and adjust your settings as needed.
01
Timeout Settings
Controls how long a user can be logged in to the site while inactive, before being automatically logged out. By default, the timeout period for any manager-type role is 1 day, for security purposes.
02Password Strength
Minimum Password Length: Set a length of characters required as well as minimum requirements for numbers, symbols, and uppercase characters.
Reset Password Setting: Allows you to force a password to reset if a user hasn't logged in for a certain time period. This is important to ensure security and prevents the login of any forgotten admin accounts (e.g., managers who have left your company). We strongly recommend this be set at 1 month or less for all non-learner roles.
Note
Password requirements ONLY apply to learning sites that are using the Thought Industries registration/checkout flow. They DO NOT apply in the case of SSO.
- From the dropdown menu, select Download CSV or Download JSON to get a list of users assigned to this role in either format.