This article reviews how to create a new Panorama client account, as well as explain what each Panorama setting does. You will also learn how to create a copy of an existing Panorama.
Use Case Information
Panorama allows you to create clients and sublicenses in your instance, which allows for various cohorts to have a fully white-labeled, branded experience while being segregated from other cohorts. You can provision specific content access, track licensing details, view client reports, and much more. This is most useful if you are licensing content or granting content access to other companies. You can even use Panorama for various departments within your organization!
This article reviews how to set up a new Panorama client account. To get an overview of Panorama, visit the Understanding Panorama article.
How to Create a New Panorama Client Account
- From your homepage, navigate to Panorama.
- Click Add Panorama.
- Input the client's name. The client URL path will automatically mimic the client's name, but it is editable. For example, if you input Coca-Cola, the URL will reflect the same name, as in
www.yourcustomdomain.com/coca-cola
. This is the custom path all learners will access.
See Configuring Primary Settings in the next section to learn more about each setting.
Note
You will notice, once you name your Panorama, Thought Industries automatically generates the URL path for the landing page of the Panorama. While the name of your Panorama can be easily edited at any time, the URL path for the landing page can not, so be sure to curate the name of your Panorama with this in mind.
- Click Save.
Note
Once you have created a Panorama and clicked Save, note that a Main sublicense will be automatically created. This serves as a content container when you are ready to populate the Panorama with content. You can learn more about managing sublicenses here. Additionally, learn about the content provisioning process in this article.
Configuring Primary Settings
Panorama includes several settings that you can customize from client to client. Below you will learn how each Panorama setting can be used.
- From your homepage, select Panorama and then the Client Name you wish to alter.
- In the left menu, select Settings > Primary to reveal the following Panorama settings:
Enable Discussions:
This setting controls whether learners within a client account can comment on courses, articles, and videos where discussions are enabled.
When set to No: Comments below course pages or on discussion board pages, articles, and videos are disabled for this account’s learners.
When set to Yes: Learners within an account will be able to participate in discussions with everyone in the course, including learners outside the account (see below for segmentation options).
Enable Discussion Segmentation:
This setting controls any discussion functionality within the client account.
When set to No: Account learners will be able to discuss with everyone in the course, including those not part of the same account.
When set to Yes (default): Every learner in the account can discuss with each other, but not with others outside the account.
Discussion
Enable Discussion Segmentation for Communities:
This setting controls the Communities functionality within the client account.
When set to No: Learners in the account can use Communities with everyone in the course, including learners not part of the same account.
When set to Yes (default): Learners in the account can interact within their account only.
Communities
Communities is a premium feature.
Navigate to Control Panel in your instance to request to have this feature enabled on your site.
Enable Accessing Content Outside of Panorama:
By default, client accounts limit what content learners can access. However, this setting can disable this content segmentation.
When set to No (default): Account learners only see the content that is assigned/provisioned to them.
When set to Yes: This setting allows account learners to view the entire public catalog.
Enable Branding/Design:
This setting controls where the client account pulls the branding and design it uses.
When set to No: The account will use the same branding and design as the public site.
When set to Yes (default): You set the branding and design in the client account itself.
Enable Custom Email Settings:
This setting controls whether you apply custom email settings to the client account.
When set to No: Email settings remain the same as for the rest of the site.
When set to Yes: You can brand or customize emails for the account.
Enable Onboarding Survey:
This setting controls whether client account learners get an onboarding survey on their first visit.
When set to No: The learners will not receive an onboarding survey.
When set to Yes: Learners will see the main site onboarding survey unless an account-specific survey exists.
Onboarding Survey
Enable Header Links:
This setting controls whether the public site's header links appear for client account learners. You can edit this setting any time under the Settings tab for that account.
When set to No (default): The public site's header links will not display.
When set to Yes: The public site's header links will display on account pages.
Always display content detail page to learners:
This setting allows learners to view the detailed content page for every course they can access.
When set to No: Learners cannot see the detail page and will be led directly to the content item.
When set to Yes: Learners can see the detail pages.
Enable Recommendation Assessment:
This settings allows learners to view the Recommendation Assessment you configured at the instance (global) level.
When set to No: Learners will not see a Recommendation Assessment
When set to Yes: Learners can see the Recommendation Assessments. You can also customize a unique Recommendation Assessment in each Panorama.
Recommendation Assessment
>Recommendation Assessment is a premium feature.
Navigate to Control Panel in your instance to request to have this feature enabled on your site.
Once you have created your Panorama, you can configure it further by setting up custom branding for a Panorama client, provisioning content, adding and managing learners, and reporting on Panorama activity. You can also learn about how Panorama seat allocation works to ensure the best use of each Panorama client's seats.
Creating a New Panorama Client from an Existing Client
To save time, you can use an existing client account as a template to copy from and create a new Panorama client. This copies over sublicenses, branding settings, and provisioned content. Customizations that do not carry over are:
- primary settings,
- onboarding responses,
- single sign-on settings,
- and learners.
To copy a client:
- Click Panorama and then the Client Name you wish to copy from.
- In the left menu, select Settings > Copy.
- Enter the New Name. This will generate a new, editable URL path.
- Click Copy.
The new Panorama client will display in the main Panorama list after it has been created.
Note
When cloning your panoramas, please allow some time for the process to complete, as it operates in a queue.