What should I do the first time I log in?

Short answer

The first login should guide you through the essentials: choosing the correct workspace, setting up branding, confirming account details, and learning the main navigation.

Learn moreHow do I set up workspace branding?How do I open my ORCHESTRIS workspace?

Before you begin

  • Make sure you are opening the correct workspace from the ORCHESTRIS workspace search screen.
  • Use the magic link or login credentials assigned to your role.
  • If your workspace has custom branding, confirm the logo and company name look familiar before entering sensitive event information.
Learn moreHow do I set up workspace branding?How do I open my ORCHESTRIS workspace?

Workspace admin first steps

  • Complete branding so the portal routes and visible workspace identity are ready before inviting others.
  • Review company settings, team setup, packages, inventory, and any connected tools needed for beta testing.
  • Create or review timeline templates before adding live events.
Learn moreHow do I set up workspace branding?How do I open my ORCHESTRIS workspace?

Staff, host, and guest first steps

  • Complete your account information, including profile photo and contact details when prompted.
  • Open your assigned event from the dashboard and review the Planning area.
  • Use blur-save fields by clicking or tapping out of each response field after editing.
Learn moreHow do I add or update my profile information?How do I set up workspace branding?

Related articles

How do I set up workspace branding?Learn moreHow do I open my ORCHESTRIS workspace?Learn moreHow do I add or update my profile information?Learn more

Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.