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. 

     

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