How to Create New Users in Orion

There are three different tiers of users within the Manage Users application to be aware of.

The three types of users are advisors, representatives, and clients.

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 all applications within Orion, but have limited capability within said applications. 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 or a representative within the Manage Users application, please follow the workflow outlined below:

Manage Users>Go to 'Advisors or Representative' tab>Actions>New User>Enter the users email address into the user ID section>Enter First and Last Name and the email address>Click on Profiles tab>And select role of 'Default Advisor'>Save>Send link to advisors email

In order to create a new user and login credentials for a client, please follow the workflow outlined below:

'Manage Users' app>Clients Tab>Select Actions>New User>Search the Household of the client you are adding>Enter client details and make the client's email address their username>Click save>Choose to either have a temporary password show to you or have an email sent to your client