Manager Access

  • Manager Access is a setting within your Orion Planning login that allows you to view, and make changes to all client and prospect plans within your organization.
  • Only Authorized Users can submit a request for access. Please email the planning team at financialplanning@orion.com to have this enabled.
  • The Dashboard and Client List will display all plans under your organization.
    • Dashboard
    • Client List

 

1283-OAS-5/14/2020