Panorays

Connecting to Panorays AXIS

Includes articles on configuring company settings, user management, integrations, and security preferences.

Settings

Single Sign-On (SSO) Setup Guide

Google SSO Configuration

Two-Factor Authentication (2FA)

Resetting Your Password

User Management in Panorays

Custom Roles (Role Management)

Managing Email Notifications

Account Settings

Managing Supplier Licenses and Evaluation Types

Company Logos

File Upload Limitations

Email Template Customization

Risk Policy

Segments

Setting Up Custom Alerts

Supplier Relationships

Panorays Public API

Retrieve Supplier Factors via API (Additional & Custom Factors)

Enhanced SSO: Self-Service Configuration, Roles & Tenants, and SCIM Deprovisioning

Advanced Settings

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Panorays System Status Page

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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