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Learn how to invite new team members to your Orion tenant and guide them through the account creation process.

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Inviting a New User

Tenant Admins and Group Admins add users from Admin Settings → Users with Add User. The invite sets the new user’s tenant role and can grant access to specific projects and groups before the first login. Skip passes an optional step, and Skip & send on the last optional step sends the invite without it. See Inviting New Users for each step and the Group Admin rules.

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Account Creation Process

Once you send an invitation, the new user will receive an email with instructions. Account creation is a two-step process.

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Step 1: Account Details

The new user clicks the invitation link and enters:
  • First name
  • Last name
  • Username
  • Password
The email address is pre-filled from the invitation and cannot be changed. If they need a different email, they must request a new invite from an admin.

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Step 2: LinkedIn Profile (Optional)

After setting up their account details, the new user is prompted to add a bio. Orion uses the bio to personalize insights and analysis. They can either:
  • Paste a LinkedIn profile URL: Orion will automatically research the profile and generate a bio, including their current role, company, and key interests.
  • Write a bio manually: Enter a short description of their role and focus areas directly.
  • Skip for now: Proceed without a bio and add one later via Profile Management.
Adding a LinkedIn URL is optional but recommended. It allows Orion to tailor analysis to the user’s role and context without any manual writing.

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Getting Started

After account creation, the new user is automatically redirected to the tenant’s login page. They can then:
  1. Log in with their new credentials
  2. Access the tenant
  3. Start exploring projects and using Orion