INTEGRATION
HOW TO SET UP YOUR
INTEGRATION
STEP 1 Log into Orion Connect and click on your User Profile in the top right, then click on Settings.
Click on the Integration tab under Settings and click the Vestorly option on the left-side. Enter your Vestorly username and password and click Sign In.
After you have signed in with your Vestorly credentials, you will set a Group (Vestorly library of articles) and Limit (number of articles to show each client). If you set specific libraries to specific clients using email address, the Client Portal will acknowldege this if you set the Group to Default. Click Save in the top right to exit.
STEP 2 Click on the Client Portal app in Orion Connect.
Select Admin > Settings in the top right, beneath your User Profile.
Click the Integration tab and turn the Vestorly integration to ON.
You have now enabled Vestorly content for your clients in the Orion Client Portal. Navigate to Updates > Your Library to view the Vestorly integration as clients will experience it. All maintenance of content and groups will be done in Vestorly.
MORE QUESTIONS? Contact your Account Manager
INTEGRATION
STEP 1 Log into Orion Connect and click on your User Profile in the top right, then click on Settings.
Click on the Integration tab under Settings and click the Vestorly option on the left-side. Enter your Vestorly username and password and click Sign In.
After you have signed in with your Vestorly credentials, you will set a Group (Vestorly library of articles) and Limit (number of articles to show each client). If you set specific libraries to specific clients using email address, the Client Portal will acknowldege this if you set the Group to Default. Click Save in the top right to exit.
STEP 2 Click on the Client Portal app in Orion Connect.
Select Admin > Settings in the top right, beneath your User Profile.
Click the Integration tab and turn the Vestorly integration to ON.
You have now enabled Vestorly content for your clients in the Orion Client Portal. Navigate to Updates > Your Library to view the Vestorly integration as clients will experience it. All maintenance of content and groups will be done in Vestorly.
MORE QUESTIONS? Contact your Account Manager
