Create Client Login

Creating Client Logins

Now that you have linked your clients to the Client Portal/Orion Planning application, it is time to setup your client logins:

Navigate to the Manage Users app > Clients tab.

Click Actions and select New User.

Enter the name or Household ID of the client you are creating login credentials for, and click on the household in the dropdown menu
Enter the Client User Information by entering the Client’s User ID, First Name, Last Name, Email, and more. Keep in mind that the User ID must be unique to all of Orion (duplicate User IDs are not permitted). Orion recommends using the User’s email as the User ID since it’s unique and easy to remember.

After selecting Save, you are prompted to choose how you want to deliver the password to the user.

Show me the temp password, provides you the temporary password to give to the user. This temporary password is valid for 90 days. Use this option if you do not want the user to get notified that their login credentials have been created.
Send email to the user, sends the temporary password to the user in the email that you designated when creating the user. Please note when using this method, the temporary password link is only valid for 24 hours. Use this option if you want the user to get notified that their login credentials have been created.

Make clients aware of their new Client Portal. Visit https://orion.com/advisor-tech/client-portal and scroll down to Free Templates for Your Success to download customizable marketing materials, including email announcement templates, slide decks, a fact sheet, a checklist, and more!