Tolerisk's Orion integration allows you to map client data from Orion into Tolerisk, pull in accounts and groups, and send information from Tolerisk to Orion.
Importing Clients from Orion-
- Click on the "Clients" tab on the left side of the website.
- Then, select the "Actions" dropdown. Select the option that reads "Open Orion mapping."
- If you want to link an existing client's profile to their Orion data, you can do so by searching for their name in the search bar and then clicking on "Link to Orion." Once you choose the appropriate Orion contact, click save.
- Once you refresh the page, you will see the Orion icon that denotes successful mapping.
- If you want to import a client from Orion but have not made an account for them on Tolerisk, open Orion mapping under the actions tab and select the button that reads "Create new Tolerisk clients from Orion."
- Scroll to the bottom, and click "Import and create."
Importing accounts and groups from Orion
- Click the Accounts or Groups tab under the portfolio analytics dropdown on the left side of the website.
- Click the “Add account or group” button.
- Once you fill in the details of the account or group you are about to add, such as the account type and name, click "Save."
Sending assessment data to Orion-
- Once you complete a risk assessment for a client imported through Orion, you will see an Orion section at the bottom of the list of results.
- Here, you can set the selected Risk Assessment as the Assessment your client will see when they log into their Orion Client Portal. Essentially, this would serve as their primary risk assessment.
The video attached below will cover the steps above in more detail-