---
title: How to onboard new Panorama account managers
description: Learn how to ensure continuity in Panorama when an account manager changes. Schedule a training session with our team and make use of the hours included in your agreement.
---

[Skip to content](https://support.usepanorama.com/en-ca/how-to-onboard-new-panorama-account-managers#main-content)

- [English - Canada](https://support.usepanorama.com/en-ca/how-to-onboard-new-panorama-account-managers)
- [Français - Canada](https://support.usepanorama.com/comment-former-les-nouvelles-personnes-responsables-de-panorama)

English - Canada

Show submenu for translations

[![Panorama](https://support.usepanorama.com/hubfs/panorama_logo_rgb_LS-teal-navy.svg)](https://support.usepanorama.com/en-ca?hsLang=en-ca)

Open main navigation

Close main navigation

- - [English - Canada](https://support.usepanorama.com/en-ca/how-to-onboard-new-panorama-account-managers)
    - [Français - Canada](https://support.usepanorama.com/comment-former-les-nouvelles-personnes-responsables-de-panorama)

  English - Canada
  
  Show submenu for translations
- [Contact us](https://survey.hsforms.com/20YRr1W_JSH-_HpRzX5n_Qgcwv7u)

[Contact us](https://survey.hsforms.com/20YRr1W_JSH-_HpRzX5n_Qgcwv7u)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Panorama Help Center](https://support.usepanorama.com/en-ca?hsLang=en-ca)
2. [Guides](https://support.usepanorama.com/en-ca/guides?hsLang=en-ca)
3. [Management team](https://support.usepanorama.com/en-ca/guides?hsLang=en-ca#management-team)

# How to onboard new Panorama account managers

## Ensure governance continuity when staff changes happen.

A change in responsible personnel is a key moment for your organization. To ensure you continue getting full value from Panorama, it is essential that new account managers receive proper training before taking over.

Skipping this step is a risk: underused features, less efficient processes, and a less smooth experience for the management team and board directors alike.

### Schedule a training session with our team

The personalized technical support hours included in your annual agreement are specifically designed for this type of situation. Our team is familiar with your configuration and can efficiently pass on best practices to new account managers.

To schedule a training session, write to us at [support@usepanorama.com](mailto:support@usepanorama.com), we'll take it from there.

**Note:** if the training requires more time than the hours included in your agreement, additional hours can be added based on available packages.

### Learning at your own pace

In addition to hands-on training, our help centre is available at any time to support new account managers as they learn independently.

- [Guides](https://support.usepanorama.com/en-ca/guides?hsLang=en-ca#main-content)

    - [Members of the Board](https://support.usepanorama.com/en-ca/guides?hsLang=en-ca#members-of-the-board)
    - [Management team](https://support.usepanorama.com/en-ca/guides?hsLang=en-ca#management-team)
- [Account](https://support.usepanorama.com/en-ca/account?hsLang=en-ca)
- [Troubleshooting](https://support.usepanorama.com/en-ca/troubleshooting?hsLang=en-ca)
- [Meetings](https://support.usepanorama.com/en-ca/meetings?hsLang=en-ca#main-content)

    - [Get ready for a meeting](https://support.usepanorama.com/en-ca/meetings?hsLang=en-ca#get-ready-for-a-meeting)
    - [Create and manage the meeting](https://support.usepanorama.com/en-ca/meetings?hsLang=en-ca#create-and-manage-the-meeting)
    - [Manage documents](https://support.usepanorama.com/en-ca/meetings?hsLang=en-ca#manage-documents)
    - [Annual general meeting](https://support.usepanorama.com/en-ca/meetings?hsLang=en-ca#annual-general-meeting)
- [Minutes](https://support.usepanorama.com/en-ca/minutes?hsLang=en-ca)
- [Resolutions](https://support.usepanorama.com/en-ca/resolutions?hsLang=en-ca#main-content)

    - [In-meeting resolutions](https://support.usepanorama.com/en-ca/resolutions?hsLang=en-ca#in-meeting-resolutions)
    - [Written resolutions](https://support.usepanorama.com/en-ca/resolutions?hsLang=en-ca#written-resolutions)
- [Documents](https://support.usepanorama.com/en-ca/documents?hsLang=en-ca)
- [In camera](https://support.usepanorama.com/en-ca/in-camera?hsLang=en-ca)
- [Organization](https://support.usepanorama.com/en-ca/organization?hsLang=en-ca#main-content)

    - [Manage my users](https://support.usepanorama.com/en-ca/organization?hsLang=en-ca#manage-my-users)
    - [Manage my committees](https://support.usepanorama.com/en-ca/organization?hsLang=en-ca#manage-my-committees)
- [MinutesIQ](https://support.usepanorama.com/en-ca/minutesiq?hsLang=en-ca#main-content)

    - [Get started](https://support.usepanorama.com/en-ca/minutesiq?hsLang=en-ca#get-started)
    - [Go deeper](https://support.usepanorama.com/en-ca/minutesiq?hsLang=en-ca#go-deeper)
    - [Billing](https://support.usepanorama.com/en-ca/minutesiq?hsLang=en-ca#billing)
    - [Troubleshooting](https://support.usepanorama.com/en-ca/minutesiq?hsLang=en-ca#troubleshooting)
- [Follow-ups](https://support.usepanorama.com/en-ca/follow-ups?hsLang=en-ca)

[![Panorama](https://support.usepanorama.com/hubfs/panorama_logo_rgb_LS-teal-navy.svg "Panorama")](http://www.usepanorama.com)

<https://www.facebook.com/> <https://www.twitter.com/> <https://www.instagram.com/> <https://podcasts.apple.com/> [mailto:email@email.com](mailto:email@email.com)

Copyright © 2026, Panorama