User Creation & Management

Additional users may be added the Customer Portal. There are two (2) user role options available:

  • BusinessAdmin – Admin level user to manage the business
  • PortalUser – Basic level user 

Step 1: Select Users from the navigation panel.

Step 2: Click Add.


Step 3: Enter the Email Address of the new user under Personal Details.

Step 4: Click the arrows in Assign Role to view the dropdown.

Step 5: Select the desired User Role.


Step 6: Click Save.


NOTE: You may wish to notify the new user of the email invitation they will receive to register and access First Orion's Customer Portal. The email invitation may go into a SPAM or JUNK folder. You may resend the invitation to the new user if needed.

Step 7: The new User will appear in the list of Business Users. 

Optional, Step 8: Click the three (3) dots at the end of the row of a User to open a dropdown.

Optional, Step 9: Click Edit.


Update Team Member

Step 1: Select a new user role in Assign Role.

Step 2: Click Update.


NOTE: To Delete a User, contact Support. Click the button in the lower corner of the page. 

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