Why You Should Join a Group in Orion Social

Creating a sense of community is an important element of success for many businesses. While there are those who like to work alone, studies show that teams are more successful than individuals in many situations.

Orion has over 1,500 advisory firms, so there are plenty of other advisors like you who are using Orion to improve their operations and digital client experience. To help you connect with this network of like-minded advisors, we’ve created Groups in the Orion Social app. Groups help you access the information you need and provide a convenient way to collaborate with your Orion peers for support.

Today’s article will focus on why you should join a Group and how they can help you use Orion more efficiently.

What are Orion Social Groups and where can you find them?

Orion Social Groups help you can connect with other Orion users, submit help cases to Orion SME teams, and find training resources. Groups are an important resource that help you stay updated with what’s happening at Orion in the areas most important to the work you do each day.


Groups are available in the Orion Social app’s main menu. If you have Orion Social set as your homepage in Orion Connect, you can access them right when you log in.

Orion Social Groups help you can connect with other Orion users, submit help cases to Orion SME teams, and find training resources. Groups are an important resource that you can use to stay updated with what’s happening at Orion in the areas most important to the work you perform each day.

We have 10 groups in Social, each with a different focus area, including:

  • Platform Support
  • Integrations
  • Billing
  • Reporting
  • Performance
  • Trading
  • Market Data
  • Reconciliation
  • Implementations
  • Compliance

The page for each Group has three main areas: Forum, Help, and Training Resources. In the next two parts of this article, we’ll look at how you can use each of a Group’s sections.

Using Groups to Connect with Your Peers

The Forum, located in the lower left of each Group page, can be a great place for you to learn about how your peers are using Orion and to swap stories on how you use the platform. Orion SME members will also chime in on Forum posts with best practices.

You can create a new topic to post a helpful suggestion or ask a question, like “Who else is going to Ascent this year?”Get started now and build a team of people you want to connect with at the event, months before it happens.

Using Groups to Interact with Orion

You can use Groups to simplify your support needs, too.

When you Submit a Help Case from a Group page, that case will be preformatted to send to the Group’s corresponding SME team, streamlining the process to get to the right help.

Groups are also your go-to destination for training materials. On the right side of each Group page, we link directly to Ascent courses relevant to the Group. There, you can find Resources like training docs, videos, and more here to get you faster access to the information you’re trying to find.

 

Orion User Tip: Orion uses the Orion Social Activity Feed to post notifications and platform updates. The Activity Feed is a smart feed, so it learns from how you use Orion Connect.

If you are mostly in the billing apps, new billing articles will automatically display in the feed. You can also save your favorite articles and help docs that show in the Feed to read for later. Click the arrow on the right-side of a card’s header to save it.

Find Your Group and Connect Today

Any questions about today’s article? Log in to Orion Social to chat with our Platform Support Team and learn how you can use Groups in Orion Social to be more productive.

If you’re not already an Orion user, schedule a demo with Orion to see how Orion Social can help you get up to speed fast when you start using Orion.

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About Amanda Steinspring
Amanda is Orion's SME Service Teams Director, overseeing our performance, billing, and reporting teams. Amanda enjoys Marvel movies, watching Kansas City Chiefs football, and playing with her two dogs.