Settings
Your own account, and the firm-wide setup most of Orin reads from.
Recommended first
Audit log02Who changed what in your business, and when, in a record that nobody can edit or clear.Practice3 stepsUpdated AI wallet and Capabilities03What your business spends on AI and document reading, the limits it runs under, and the skills work is matched against.Practice7 stepsUpdated Business details04Your business’s names, logo, currency, financial year, compliance roles, engagement approver and document numbering.Practice6 stepsUpdated Hourly rates (setup)05Setting the standard, overtime, weekend and bank holiday rates on your business’s rate card.Practice3 stepsUpdated Online payments with Stripe06Connect a Stripe account so clients can pay your invoices by card, and what each connection status means.Practice3 stepsUpdated Templates and Forms07The wording and merge fields of your letters and emails, and the questionnaires you build to collect answers.Practice8 stepsUpdated Locations and Colours08Your offices and who works from each, and the palette your tags and category tints are drawn from.Practice6 stepsUpdated Profile and Security09Your own name, picture, email and signature, two-factor authentication, and privacy glass.Practice7 stepsUpdated Services and tasks10Build the services your business offers from tasks and subtasks, activate them, and add them to clients.Practice5 stepsUpdated Task types and Document types11The lists your business classifies work and documents with, and who may see each kind of document.Practice7 stepsUpdated Working calendar12Your working week, half-day split and closures, which every due date, deadline and person’s hours respect.Practice5 stepsUpdated Access control: your team, roles and permission groups
Invite people, give them a role and permission groups, change what a group allows, and deactivate someone who has left.
Practice5 stepsUpdated Open the guide