Below are the steps to set up a client on Orion.
Step 1: Go to the Manage Users app.
Step 2: Be sure that you click on the "Clients" tab on the left side of the page.
Step 3: Click the "Actions" button at the top right of the page.
Step 4: Click on the "New User" button
*Here you will type in the name of the client that you are setting up with an Orion login
Step 5: A new window will open and some information will populate the page on your screen. The User ID will be the client's username that they will use to login. We tend to use the client's email for convenience, but you may choose a separate User ID.
Step 6: Once the User ID, First Name, Last Name, and Email are filled out, you will then click on "Save" at the top right of the page.
*A new pop-up will appear and it will give you to options.
-First option is to "show me the temp password", which if chosen will generate a unique password, so you can essentially set up the client's login. You will use an incognito window and go to the client portal site and login with the newly created User ID (email) and use the unique password to complete the Orion registration. After you enter those credentials, the system will ask you to create a new password, the new password must satisfy the systems requirements. Once you have the new password, you will share the new credentials with you client and they are now ready to access their accounts on Orion.
-Second option is to "send email to the user" which if chosen will send an email (from Orion) to the client with an invitation for them to do all the steps above by themselves.