Accounts, clients, and projects organize your work in Panoramic Feedback. Knowing what belongs at each level helps you find the right place for account administration and individual assessments.
This page explains how those parts fit together. It is useful when joining an account, working with several client organizations, or preparing to manage more than one feedback project.
An account is the organization’s platform workspace. It contains its clients, projects, platform users, and account-level resources. Access to administration features depends on the user’s role and the account’s available features.
A Client identifies the organization that a project belongs to. This can be your own organization or an organization for which you administer feedback projects. One Client can have multiple projects.
A project represents a feedback cycle. It brings together the questionnaire, Subjects, Responders, communications, and results for that assessment.
A Subject receives feedback. A Responder contributes feedback about a Subject. Their relationship, such as Manager, Peer, or Direct Report, provides context for the feedback. A person can receive feedback in their own assessment and provide feedback for someone else.
Overview provides the starting point for account activity. The project areas cover different parts of an assessment:
The Guide groups these topics into sections such as Overview & Account and Reports & Results. Guide section titles may differ from the shorter labels used in the platform.
