Overview

    Customer Portal User Heirarc.png

    The First Orion Customer Portal has 4 different user roles:

    • Reseller Agent Admin
    • Organization Admin
    • Business Admin
    • Portal User

    ResellerAgent Admin Users

    • Reseller Agent Admins are parent users of organizations. This user manages their Reseller Agent, Organization, and Businesses Scoped their Reseller Agent.

    • This user can be scoped to one Reseller Agent account.

    Organization Admin Users

    • Organization Admins are users who manage their organization and businesses that are scoped to their organization.

    • This user can be scoped to one Organization account.

    Business Admin Users

    • Business Admins are users that manage their Business that they are scoped to.

    • This user can be scoped to one Business.

    Create a New Team Member

    Navigate to Business User View

    1. Click Users in the Main Navigation Panel.

    Invite a Team Member

    1. Click Invite Team Member.
    2. Enter a team member's Email.
    3. Select the team member's User Role.
    4. 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

    1. Click ... on the user row you would like to edit.
    2. Select the team member's User Role.
    3. Click Update.

    Resend Welcome Email

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

     

    Related to:

    Have more questions? Submit a request

    Can't find what you're looking for?

    Our product support team is here for you!
    Submit a request
    Powered by Zendesk