Overview
The First Orion Customer Portal has 4 different user roles:
- Reseller Agent Admin
- Organization Admin
- Business Admin
- Portal User
ResellerAgent Admin Users
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Reseller Agent Admins are parent users of organizations. This user manages their Reseller Agent, Organization, and Businesses Scoped their Reseller Agent.
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This user can be scoped to one Reseller Agent account.
Organization Admin Users
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Organization Admins are users who manage their organization and businesses that are scoped to their organization.
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This user can be scoped to one Organization account.
Business Admin Users
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Business Admins are users that manage their Business that they are scoped to.
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This user can be scoped to one Business.
Create a New Team Member
Navigate to Business User View
- Click Users in the Main Navigation Panel.
Invite a Team Member
- Click Invite Team Member.
- Enter a team member's Email.
- Select the team member's User Role.
- 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. |
Manage a Team Member
Edit a Team Member
- Click ... on the user row you would like to edit.
- Select the team member's User Role.
- Click Update.
Resend Welcome Email
- Click the Resend Invite icon.
NOTE: To Delete a User, contact Support. Click the button in the lower corner of the page. |