Orion Connect Dashboard Overview

Orion has many great features to offer that it may seem a bit overwhelming at first. We recommend you start off by going through the following.

Orion Connect Dashboard & Apps

Orion Connect is a "dashboard," and is your home screen where you'll see all of the apps available to you. (Note: Some apps are at the Advisor/database level only, which means that Representative-level users will not have access. Click here to see a list of all the apps available, but be sure to notice their labels (O, A, R), which indicate who may access the app. Representative-level users will have access to anything labeled with an "R".

You are able to customize the dashboard to your liking by clicking and holding an app, then dragging where you'd like it to go. Knowing what set-up is best for you will be easier as time goes on, and you see which apps you use the most.

You can also remove applications you don't need via the button labeled, 'Disable Apps' at the bottom right corner of the dashboard.

We recommend you organize the following apps to the top of your dashboard, as you'll likely find that these are the main tools you use the most.

1. Portfolio Audit
2. Household Overview
3. Manage Users
4. Client Portal
5. Reports
6. Billing Audit