Getting Started

Find your workspace, log in, and understand the main navigation.

Support category

Getting Started articles

Find your workspace, log in, and understand the main navigation.

First Login1 article

What should I do the first time I log in?The first login should guide you through the essentials: choosing the correct workspace, setting up branding, confirming account details, and learning the main navigation.For Workspace admins, Staff, Hosts, Guests

Workspace Selection2 articles

How do I open my ORCHESTRIS workspace?Open ORCHESTRIS, search for your workspace by name or company name, then choose the matching workspace to continue to the correct portal.For Workspace admins, Staff, Hosts, GuestsWhy can't I find my workspace in search?If a workspace does not appear in search, it may be archived, inactive, misspelled, or using a different company name than the one you typed.For Workspace admins, Staff, Hosts, Guests, App owner

Dashboard Navigation2 articles

How do I use the dashboard switcher and sidebar?Use the dashboard switcher to move between major work areas, then use the sidebar inside each dashboard to open the pages available to your role and plan.For Workspace admins, Staff, Hosts, Guests, App ownerWhich dashboards are available in the first beta?The first ORCHESTRIS beta focuses on Planner and CRM. Tasks, Meetings, and Campaigns may still appear in the dashboard switcher for roadmap context, but they are inaccessible and cannot be clicked until a later beta pass.For Workspace admins, Staff, Hosts, Guests, App owner