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Admin Guide

This guide is for ORKSTRA tenant administrators — the people who run the platform for their firm. If you are a project user, see the Quick Start and modules instead.

Topics​

  • Tenant setup — first-week checklist after sign-up.
  • User management — invite, deactivate, roles, SSO.
  • Billing — plans, seats, invoices, payment.
  • Security — MFA, SSO, IP allow-list, audit retention, encryption.
  • Backups — backup cadence, export, disaster recovery.

Admin responsibilities​

An ORKSTRA admin owns:

  1. Tenant configuration. Brand, time zone, currency, locale, fiscal year.
  2. User lifecycle. Invites, role assignments, deactivation, leaver workflow.
  3. Security policy. MFA enforcement, SSO, password policy, session timeout.
  4. Compliance. Audit retention, data export requests, regulator reporting.
  5. Billing. Plan choice, seat additions, invoice payment, renewal.
  6. Integrations. SSO, government connectors, FX feeds, email/SMS providers.

Daily admin dashboard​

The admin home dashboard surfaces:

  • Tenant health (storage, database size, recent errors).
  • Open user invitations.
  • Failed login attempts (security signal).
  • Approaching license renewal.
  • Open anomaly flags (Premium).
  • Outstanding compliance items.

Getting help​