Category: Company Settings

ORCHESTRIS support articles for Company Settings.

  • How do I prepare a workspace for beta testers?

    How do I prepare a workspace for beta testers?

    How do I prepare a workspace for beta testers?

    Short answer

    Before inviting beta testers, confirm branding, event templates, staff access, host links, guest settings, core documents, and any add-ons being tested.

    Learn moreWhat should beta testers report first?How do I set up workspace branding?

    Workspace setup

    • Confirm branding and logo placement.
    • Check account and company information.
    • Confirm staff profiles and staff types.
    • Review docs, packages, inventory, and music connection if those areas are being tested.
    Learn moreHow do I set up workspace branding?

    Event setup

    • Create at least one test event with a timeline.
    • Generate host and guest links.
    • Assign staff if staff workflows are being tested.
    • Enable only the features the tester should use.
    Learn moreHow do host and guest links work?What should beta testers report first?

    Support setup

    • Make sure Trish is visible unless the tester is specifically testing the hidden state.
    • Ask testers to use Trish first, then send unanswered questions to support when the answer is missing.
    Learn moreWhat should beta testers report first?

    Related articles

    What should beta testers report first?Learn moreHow do I set up workspace branding?Learn moreHow do host and guest links work?Learn more

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

  • Where do I manage company, email, maps, and connected tools?

    Where do I manage company, email, maps, and connected tools?

    Where do I manage company, email, maps, and connected tools?

    Short answer

    Workspace admins should use the Account area for company information, email sending settings, music connections, billing, staff, docs, and branding-related account controls.

    Learn moreHow do I set up workspace branding?How do I reset or change account access?

    Account area

    • Open the profile menu and choose Account to review the workspace account sections that were consolidated into the account experience.
    • This keeps company details, billing, staff, docs, branding, and music connections out of the main navigation while still easy to reach.
    Learn moreHow do I set up workspace branding?

    Owner-managed settings

    • Some platform-level settings, such as the Google Maps API key, are managed by ORCHESTRIS rather than each workspace admin.
    • Workspace admins should not need to create their own Google Maps API key for normal event location search.
    Learn moreHow do I reset or change account access?

    Email sending

    • Workspace email can use the configured sending method so invites, magic links, and future workflow emails come from the correct business identity when supported.
    • If test emails work but invites do not, confirm the workspace itself has the saved email settings applied.
    Learn moreHow do I reset or change account access?

    Related articles

    How do I set up workspace branding?Learn moreHow do I reset or change account access?Learn more

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