The First Orion Customer Portal has six different user roles:
- Reseller Agent Admin
- Organization Admin
- Reporting Organization
- Business Admin
- Reporting Business
- Portal User
Reseller Agent Admin Users
Parent users of organizations. Reseller agent admins manage a single reseller agent, as well as assigned organizations and businesses.
Organization Admin Users
Users who manage a single organization and businesses assigned to their organization.
Reporting Organization Users
Users who can view a single organization and businesses assigned to their organization.
Business Admin Users
Users who manage a single assigned businesses.
Reporting Business Users
Users who can view a single assigned businesses.
Portal User
Users who manage their assigned business. They can be assigned to one business.
How to Add a New Team Member?
To invite a team member to the Customer Portal, navigate to the Main Navigation Panel on the left, select “Users”.
- Click Invite Team Member.
- Enter a team member’s Email.
- Select the team member’s User Role
- Click Save
How to Edit or Delete a Team Member?
To edit a team member, select the three dots to the right on the row you would like to edit.
To delete a User, contact Support via the 'Submit a Request' button at the top of the page.
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.