Skip to content
Orion Docs

Start typing to search the docs.

    Talk to usNeed help?Get Started

    Manage access

    Create a client

    Create a named client under the appropriate tenant and save it in User Management.

    Clients are used to group users and control access within the platform. You must have the appropriate administrative permissions to complete this process.

    Note: You must have the appropriate permissions to access User Management. If you do not see this option, contact your platform administrator.

    Steps

    Section titled “Steps”
    1. Select the menu icon (three horizontal lines) in the top left-hand corner of the screen to open the navigation menu.

    Map view with an arrow pointing to the menu icon in the top left corner

    1. Click User Management, then select Clients.

    Main menu with User Management expanded and Clients highlighted

    1. Once the Clients page loads, click + New Client.

    Clients page with the New Client button highlighted

    1. A new row will appear at the top of the Client list.
    2. Enter a name in the Client Name field.
    3. Use the Tenant Name dropdown to select the appropriate tenant.

    New client row with the Client Name field and the Tenant Name dropdown highlighted

    1. Click the Save icon to confirm.

    New client row filled in, with the save icon circled

    Summary

    Section titled “Summary”

    This article covered how to create a new client in Orion Data using the User Management section. You entered a client name, assigned a tenant, and saved the record. Clients allow you to organise users and manage access across the platform.

    Next Steps

    Section titled “Next Steps”
    • Assign users to the new client
    • Review role and permission settings for the client
    • Explore other User Management options such as inviting new users
    Section titled “Related articles”
    • Managing users in Orion Data
    • Understanding roles and permissions
    • User Management overview