Purpose: This article provides a guide to using Impersonation which allows an API user to access the Orion API on behalf of another user. Simple Use Case: An Administrator wants…

Purpose:  This article will walk you through best practices when using basic authentication to access the Orion API. This method is used for simple changes made by an API user or…

Purpose: This document covers the process to make an OAuth connection to the Orion API for an Orion user. To log in to the API as a partner API user,…

Purpose:  Orion supports several methods for authenticating to the Orion Connect platform or the Orion API including basic, SAML 2.0, and OAuth. In each case an Orion ID and Secret…

For Orion’s core applications, each individual person, connection, or integrations should have its own individual user tied to that entity. User management allows for custom and specific access to collections…

Some API credentials will have access to multiple Firms.  Since a token is only scoped to a single firm, if the user of the api wants to access a different…

We have had requests to store various integration information, at different levels within orion. This allows a partner to store: A Unique ID that links Orion Records or Users to…