Creating and Managing Users within Orion

Before your clients will have access to the Orion Client Portal you will need to create their logins within the Manage Users App. Below are instructions for creating those logins as well as linking credentials together if your clients need access to multiple portals.


Creating Logins

  • Within the Manage Users app you will want to click Actions on the top right and select New User from the menu.

  • You will be prompted to enter either the client's name or Orion Household ID so Orion can sync the user credentials with the correct accounts.
  • Next, fill out the required fields on the New User edit screen. Some fields my pre-populate with the data that is being pulled from the Household level within Orion. If you need to use different information, simply erase and fill out the fields manually.

TIP: We recommend using the client's email address as their username to prevent confusing.

  • Once the required fields have been filled out, select SAVE to move forward to the Password Delivery Method.
  • You will have two options for providing the password to your client:
  1. Show me the Temp Password: This will show you a temporary password that your client can use to login for the first time. Once they login, they will be prompted to create their actual password. NOTE: This password is case sensitive and it is best to copy/paste it into the login screen. This password will not expire until it is used for the first time making it a great option for sending the credentials to a client who may not have immediate access to their computer. You will also need to provide the client with their username and URL to login. The URL can be found in the Client Experience app by clicking the Get Custom Site URL option at the top right side of the screen.

  1. Send Email to User: Selecting this option will send out an email to the client welcoming them to the client portal. The client's Username will be listed within the email with a link to login for the first time. From here they will be required to create their new password and enter 2 factor authentication information. If your client doesn't see the email in their inbox have them check their Spam/junk folders. This link will expire after 24 hours.

Resetting User Logins

If your client doesn't login within the 24 hrs of receiving their new user email or forgot their login information you can reset their password for them. Simply navigate to the Manage Users app - Right click on the user- select Reset User.

If your client hasn't accessed the portal within 90 days their user profile will go Inactive. If this is the case, you will need to reactivate them prior to resetting their password. To view inactive clients you will need to change the Active Status option on the right side bar menu to Not Active or Both.

Once the client login is visible you can right click and select Activate User. If the client also needs their password reset you do so after reactivating them.



IMPORTANT: If the client does not login within 24 hours of being reactivated they will go inactive again and you will need to repeat this process.



Connecting Client Logins for Toggle Access

If you have clients who should be able to access multiple portals you can turn on toggle access from within Manage Users - Edit User - Profiles Section - Add New.

This will allow the user whom you are edit access to the additional portals but will not be automatically reciprocal. If you need to have the second client be able to view the first client's portal as well, you will need to repeat the process.

Here is what it will look like within the client portal for the main household. They will just need to click the Related Household option to view the other accounts.