Settings
Your own account, and the firm-wide setup most of Orin reads from.
Profile and SecurityYour own name, email and two-factor authentication.Firm detailsYour firm’s name, logo, currency, fiscal year and invoice numbering.Access controlWho works at your business, their job titles, and what each of them may do.Locations and ColoursYour offices, and the palette used to tint statuses and stages.Working calendarWorking days and holidays, which every due date respects.Services and tasksThe services your firm offers, and the task templates each is delivered by.Task types and Document typesThe lists your firm classifies its work and its paperwork with.Capture and SkillsThe document-reading spend limit, and the skills work is matched against.Email templates and FormsThe emails Orin sends, and the questionnaires you collect answers with.IntegrationsConnecting the payment provider that collects your invoices.Audit logWho changed what, and when.
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