Inviting Firm Advisors to use Your Oranj App

To begin inviting additional users in your Firm's Oranj App, you will need to add them to the users in the Admin Tab on the left-hand navigation bar on your Home Dashboard.  Next, select +Add Another Advisor on the right-hand side of the page.  Once you have added them to your Firm, you can send them an invite via email to begin using your Oranj Firm.


They will receive an email invite that will instruct them on how to begin using their account that will be part of your firm's users.  The email will come from


Once they select the Let's Get Started! they will be taken to a page to set up their password and agree to our Privacy Policy, Plaid Master Services Agreement, and Terms of Use.


Once completed, they will be taken into their Advisor Dashboard to begin using the Oranj platform.  

Next, let's review the Home Dashboard.  Visit Home Dashboard to learn more!




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