Manage Users

The Manage Users application enables advisors to create new logins for all advisory firm employees and their clients. Beyond offering login credentials, it also enables different permissions and availability to certain applications and capabilities in the database depending on the type of login created.

User Management

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. 

Role Management

You can create new roles to allow/restrict access to the tools within Orion. Click on the ? next to each permission to learn more about what it does.