How to Create New Users in Orion

There are three different tiers of users within Orion that can be created within the Manage Users application.

Advisor users have access and broad authority over all aspects and applications within their database. They will also be able to see all clients within the database.

Representative users have access to limited applications within Orion, and will have limited capability within said applications. For example, Rep level users wont have access to the Bill Generator app or Products and Prices. They will also only have access to their clients and will not be able to view other Representative's clients unless they are added to their profile.

Client users have access to the Client Portal from Orion. 

In order to create a new user and login credentials for an advisor level users go to Manage Users - Advisor tab from the left side column - Actions - New User - Enter the users email address into the user ID section - Enter First Name, Last Name, and the email address - Click on Profiles tab - And select role of 'Default Advisor' - Save - Select the password delivery method to have a temporary password shown to you (case sensitive) or to have an email sent to the user.

To create a Representative level login use the below workflow.

In Firm Profile go to Representatives on the left sidebar menu - Actions - New Representative - Fill out the First Name, Last Name, Full Name, and Rep Number fields - Save.

Note: the Rep Number can be anything but will need to be unique for each rep.

Once they have a Representative profile created in Firm Profile go to Manage Users - Representative from the left sidebar menu - Actions - New User - Enter their rep name or ID - Fill in the Email, First/Last name, and UserName fields - Profile - Select a role like Default Representative - Save - Select the password delivery method to have a temporary password shown to you (case sensitive) or to have an email sent to the user.