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Find answers, read guides, or reach out to our team. We're here to make sure Orbinly works perfectly for your business.
Popular: Magic link·Custom domain·Stripe setup·File sharing
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Find answers organised by category — from first setup to advanced settings.
Getting started
Set up your portal, invite your first client, and go from signup to live in under five minutes.
- Creating your agency account
- Setting up your subdomain
- Customising your brand
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Billing & plans
Understand your subscription, change plans, manage payment methods, and download invoices.
- How billing works
- Upgrading or downgrading
- Cancelling your subscription
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Account settings
Manage your profile, team members, notification preferences, and connected integrations.
- Updating your profile
- Managing team members
- Role-based permissions
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Troubleshooting
Fix common issues with client access, file uploads, invoice delivery, and messaging.
- Client can't access their portal
- Magic link not arriving
- File upload failing
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Security & privacy
Learn how we protect your data, how client isolation works, and how to export your data.
- How client data is isolated
- File access and signed URLs
- Where is data stored?
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Guides & tutorials
Step-by-step walkthroughs for common workflows, from onboarding clients to sending your first invoice.
- Complete onboarding checklist
- Running a client project end-to-end
- Getting paid via Stripe
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Popular articles
The questions our customers ask most often.
System status
Real-time status of all Orbinly services.
All systems operational. For incident updates, follow @orbinly on X.
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