Quick Start Guide

1. Create Your Account

Visit orbio.africa/register and sign up with your work email. You'll receive a verification link — click it to activate your account.

2. Set Up Your Workspace

After logging in, you'll be guided through workspace setup:

• Company name — Your business name as it appears on invoices
• Timezone — Defaults to SAST (UTC+2)
• Currency — ZAR (South African Rand)

3. Invite Your Team

Go to Settings → Team and invite colleagues by email. They'll receive an invite link and can set up their own accounts. Assign roles:

• Admin — Full access to all settings and billing
• Agent — Can manage tickets, contacts, and compliance
• Viewer — Read-only access to dashboards

4. Create Your First Ticket

Navigate to Tickets → New Ticket. Fill in:

• Subject — Brief description of the issue
• Requester — The person reporting the issue
• Priority — Low, Medium, High, or Critical
• Workspace — Which team handles this

The ticket is automatically assigned a tracking number and added to the queue.

5. Configure POPIA Compliance

Orbio includes built-in POPIA compliance tools. Go to Compliance → Settings to:

• Set your Information Officer details
• Configure data retention policies
• Enable breach notification workflows
• Set up Data Subject Access Request (DSAR) handling

6. Connect Your Email

Forward support emails to your Orbio address to automatically create tickets. Go to Settings → Email to configure forwarding rules and auto-responses.