Basics
Project Panorama puts a “Projects” menu item into your WordPress admin interface. Once installed, you can create individual projects by navigating to the projects menu item and selecting “Add Project.”
Each project has it’s own project page, which can be seen by editing the page and selecting “view project” or going to “All Projects” and clicking the “view” link underneath a the project title (must hover to see.)
You have a few settings to adjust how your projects are displayed, these can be accessed by clicking the “settings” link in the Projects menu. You can change the page url from /panorama/project-name to anything of your choosing, for example /clients/project-name. You can also upload a logo to be displayed on all project pages.
After installation, the most common first steps would be to:
- Create accounts for your clients through the WordPress user menu – Give them a role of “subscriber” if you don’t want them to edit projects or “project owner” if you do
- Create a new project by going to Projects > Add New
- Fill out the project details and add your clients to the project
- Send your clients a link to their project dashboard at http://www.yourdomain.com/panorama (unless you changed “panorama” to another word in the Panorama settings menu)
- Repeat for all of your projects