Frequently asked questions

Sign up and complete the onboarding wizard (about 2 minutes). Then go to Clients → Add client, enter a name and email, and toggle on portal access. Your client will receive a magic-link invitation automatically. The portal is live immediately.

Most users have their first portal live within 5 minutes of signing up. There's no technical setup — just choose your subdomain, upload your logo, and add a client. The onboarding wizard walks you through each step.

No. Orbinly is a no-code tool. Everything is configured through the admin dashboard — branding, clients, projects, and invoices. You never need to touch code.

Currently clients are added manually or via bulk CSV upload (coming soon). Each client gets their own portal workspace automatically once added.

Yes — Free is a real, permanent plan, not a trial. No credit card required. It includes up to 5 clients, 3 active projects, 1 team member, and 3 apps, so you can create real client portals and invite real clients from day one. Upgrade whenever you outgrow it.

Yes. Start on Free — it's not time-limited, so there's no clock running while you evaluate. You can create real client portals, send messages, and invite clients before ever entering a card number.

Plans are billed monthly. Your billing date is set from the day you first subscribe.

We'll let you know before you hit a limit and prompt you to upgrade. You're never locked out of existing data — you can always view what's already there, and nothing is deleted.

Yes, at any time. Upgrades take effect immediately with a prorated charge. Downgrades apply at the next billing cycle so you keep your current features until then.

We offer a full refund within 7 days of your first paid charge. Email us at billing@orbinly.com.

Never. The price shown is all you pay. No setup fees, no per-client charges on top of the plan, no transaction fees on invoices you send (Stripe's standard processing fee applies on payments your clients make).

Yes — on all plans. Upload your logo and set your primary brand colour from Settings → Branding. Your clients will see your logo and colours throughout their portal.

On the Professional and Advanced plans, Orbinly branding is completely hidden from your clients. They see only your brand. On the Starter plan, a small 'Powered by Orbinly' footer label is shown.

Yes — custom domains are included on the Professional plan and above. Every plan also gets a custom subdomain of your choice by default, for example acme.orbinly.com.

You can set your logo, primary colour, and subdomain. Full theme customisation (fonts, secondary colours, layout) is on the roadmap and will be available on Professional and Advanced plans.

Yes. Invitation emails, invoice notifications, and update alerts are all sent from an Orbinly address but reference your portal name and include your branding. Custom from-email is available on Advanced.

Every client sees only their own portal. We use Postgres Row-Level Security (RLS) enforced at the database layer — not just the application. Even a misconfiguration in the app can't expose one client's data to another.

Yes. Files are served via signed URLs that expire after a short period. There are no public S3 buckets or permanent shareable links. Clients access files through the portal, and you can see access logs.

Data is stored in Supabase (PostgreSQL) and Supabase Storage, both hosted on AWS in the US East (us-east-1) region. All data is encrypted at rest and in transit (TLS 1.2+).

We process data only as required to deliver the service and never sell or share data with third parties for advertising. A Data Processing Agreement (DPA) is available on request. Email privacy@orbinly.com.

Your data is retained for 30 days after cancellation, giving you time to export everything. After 30 days, all data is permanently deleted from our servers. We don't hold your data after the retention window.

Clients receive a magic link by email — no password or account creation required. Clicking the link gives them access to their portal. Magic links expire after 24 hours for security; new ones can be requested at any time.

Yes. You can add multiple client contacts to a portal. Each gets their own magic-link access. This is useful for agencies with multiple stakeholders on the client side.

Clients see the projects, tasks, files, messages, and invoices you've shared with them. You control visibility — tasks can be marked as internal-only so clients only see what's relevant to them.

Clients can upload files and send messages in their portal. Task creation by clients is currently read-only — they can view the board but changes are made by your team. Client task interaction is on the roadmap.

They can request a new one from the portal login page by entering their email. You can also resend the invitation from the Clients section of your admin dashboard.

The fastest way is the in-app chat — available from the help button in your admin dashboard. You can also email us at hello@orbinly.com. Professional and Advanced plans get priority response times.

Starter: within 1 business day. Pro: within 4 hours during business hours. Business: SLA-backed with guaranteed response windows. Urgent issues escalated regardless of plan.

Yes. Visit /support for full documentation, step-by-step setup guides, and video walkthroughs. The help centre covers everything from first setup to advanced branding and invoicing.

Advanced plan customers receive a dedicated onboarding session with a member of our team. Professional customers can book a 30-minute onboarding call on request. All customers have access to self-serve guides.

Yes — and we actively build based on customer feedback. Submit feature requests through the in-app feedback button or email product@orbinly.com. We publish a public roadmap so you can see what's coming.