Account creation

Orbance onboarding is protected.

This environment keeps public workspace creation behind the rollout switch. Existing workspace staff can sign in, and client portal users should use their invitation link.

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First 10 minutes after access

1Sign in as ownerUse the workspace account to enter setup; client portal users still enter from invitation links.
2Verify CRM baseEmail, MFA, and the General CRM foundation are checked before daily work starts.
3Create first client askAdd a client record, then send one document request from the guarded Documents workbench.
4Prepare portal accessInvite staff and client contacts only after access scope is clear.
When the owner enables self-serve signup, this page switches to the live workspace creation form without changing the provisioning API.