User access & Security

Onboarding / credentials

At the time of onboarding, we will request the email addresses of the users from your organisation that will operate and manage the platform. We have four access roles for each of these users: Super Admin, Admin, Creator and Viewer. Users with Super Admin, Admin, Creator and Viewer roles will be able to access functions on the platform such as payment order creation and user management, while users with the Viewer role will be limited to only being able to view accounts and transactions information and export statements and reporting. The four user roles are defined on the User roles defined page. Users with Super Admin or Admin roles are able to add or remove users, or to change access roles. If you run into any problems, please contact your Client Account Specialist, or our customer support team at [email protected].

Two-factor authentication

Upon logging in for the first time, users will be prompted to set up two-factor authentication (2FA). 2FA log-in is required each time a user accesses the platform. Users will be logged out if inactive for a period of 5 minutes and must re-enter their log in credentials including their 2FA one-time code in order to log in again. Users with Super Admin or Admin roles are able to reset 2FA for other users via the user management functionality in the Client Portal. If you run into any problems, please contact your Client Account Specialist, or our customer support team at [email protected].

Changing passwords

You can change you password by logging out of the platform and using the “Forgot password?” link on your log-in screen. If you run into any problems, please contact your Client Account Specialist, or to our customer support team at [email protected].

User management on the Client Portal

Through the Client Portal, you can manage the users for your organisation via the user management overview screen. While on this screen, new users can be created and existing users can be edited to change roles or removed to revoke their access. The full overview of this functionality is on the User Management on the Client Portal page.

Verbal verification

From time to time, in order to validate requests for new or edited beneficiary details or to reset passwords and/or 2FA, Orbital’s customer service team may call our dedicated point of contact from your organisation by phone to receive verbal confirmation that the request is valid.

Forms:
Online Forms for adding / removing / changing Users & Approvers

Add New User Form:

https://eform.pandadoc.com/?eform=a93529bf-06ea-4d18-950b-c4da7f601f48

Modify Existing User Form (including password resets & 2FA):

https://eform.pandadoc.com/?eform=092a4207-68d5-493c-8053-991190847936

Change Approvers Form:

https://eform.pandadoc.com/?eform=fc99e3ca-bb13-483c-9207-53e9bd28dc17