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Orbis
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Documentation

Everything you need
to run Orbis.

Setup, roles, modules, billing and integrations — written for the person actually administering the workspace.

Start here

Getting started

A workspace takes under a minute to create. Nothing is installed — Orbis runs in the browser, and your team signs in at your own address.

1
Create your workspace
Pick a plan on the pricing page and enter your company name and email. Your workspace URL is derived from the name —Acme Corp becomes acme-corp.techgeneses.com. Availability is checked as you type.
2
Save your admin password
The first admin password is generated and shown once. It is stored only as a hash, so it cannot be recovered — copy it before leaving the page. If it is lost, use “Forgot password” on your workspace login.
3
Set your branding
Under Settings → General, upload your logo and set the company name. This replaces the Orbis mark on your login screen and sidebar.
4
Invite your team
Users → Add User. Each person gets a role, which decides what they can see and do. Start with the built-in roles and adjust later.
Free plan limits: 3 users and 500 MB of storage. You will be told before you hit a limit, not after — nobody is silently locked out.
Addressing

Your workspace & URL

Every workspace has its own address at yourteam.techgeneses.com, on every plan including Free. That subdomain is how Orbis identifies your workspace — the application reads it from each request — so it is never withheld as a paid feature.

On Business and Enterprise you can point your own domain at the workspace instead, for example tasks.yourcompany.com. Contact support to set this up; it needs a DNS record on your side and a certificate on ours.

Access control

Team, roles & permissions

Orbis ships seven roles — Admin, C-Level, Director, Manager, Supervisor, Employee and Member — each with its own permission set, editable under Settings → Roles. Permissions are granular (projects.view, tasks.edit,hiring.manage), so you can build a role that matches how your company actually works.

Billing is deliberately separate. Senior roles carry a bypass that grants them every ordinary permission — but that bypass does not extend to billing. Changing the subscription requires the workspace owner, or a user explicitly granted billing.manage. This stops an employee upgrading, downgrading or cancelling what your company pays for.
What's inside

Modules

Every module stays in your sidebar whatever your plan. One your plan does not include carries a padlock, and opening it shows what that module does and which plan includes it — nothing disappears, so you are never left wondering whether a feature exists. Changing plan takes effect immediately: locks lift or appear without signing out or reloading the page.

Permissions work differently from plans. A module your role has no permission to open is hidden outright rather than locked — being shown an upgrade for something you still could not use would only be noise.

My To-DoAll plans
A personal checklist separate from project tasks — My Day, Planned, Important, repeating items, and optional lists. Private to you: nobody else in the workspace can see it, including administrators. Anything with a due date appears on your calendar.
Projects & TasksAll plans
Projects, milestones, subtasks, dependencies, recurring work, and board/list/calendar views.
Workload & capacityPro+
See who is over-committed before the deadline does. (Time tracking is on the roadmap and is not included yet.)
Leads & CRMPro+
A sales pipeline that sits beside delivery, so account managers and project teams share one view of the client.
MeetingsPro+
Scheduling with Zoom sync, recurrence and attendance.
Hiring & CareersBusiness+
Job postings, a public careers page, applicant tracking, and AI CV screening against the role.
ReportsPro+ / Business+
Project health, utilisation, pipeline and hiring funnels. Advanced exports on Business.
AI AssistancePro+
CV screening, job description drafting, discussion summaries and a daily focus list.
Plans

Billing & plans

Manage everything from Subscription in the sidebar: current plan, seat and storage usage, upgrades, downgrades and cancellation.

  • Free — no card, no expiry, 3 users.
  • Pro — 14-day trial, no card required to start.
  • Business & Enterprise — paid up front; no trial.
  • Annual billing — charged at ten months, so two are free.
  • Cancelling — access continues to the end of the period you already paid for.
Downgrades are validated against current usage first. If you have 20 active users, Orbis will tell you before moving you to a 3-user plan rather than silently locking people out — free up seats or storage first, then retry.
Limits

Usage & limits

Billing and usage screen

Billing → Usage shows exactly what your workspace is consuming against your plan, with month-by-month history. Bars show the peak for each period, because a plan limit is judged against the peak rather than the value on the last day of the month.

  • Users — active accounts. Deactivating someone frees the seat and credits your next invoice.
  • Storage — a single pool shared by the whole workspace. It does not grow when people join.

Storage counts both uploaded files and your workspace database. A workspace with a very large amount of task and comment history uses real storage even with few attachments, so measuring only files would be misleading.

Uploads are refused once the pool is full — existing files are never touched and stay downloadable. You will see a warning from 80% so it is not a surprise. Individual files are capped at 10 MB, and executable formats (.svg, .html, .php) are rejected: file contents are verified against the extension, so renaming a script does not get it past the check.

Help

Support & response times

Raise a ticket from Support in the sidebar. We can see your workspace configuration, so you do not need to explain your setup. Your response target is shown before you write anything.

FreeEmail support, answered as capacity allows. No response target.
Pro1 business day first-response target.
Business8 business hours first-response target.
Enterprise4 business hours, and your tickets enter the priority queue.

These are targets we work to, not contractual guarantees, and they are counted in business hours — promising four hours on a Saturday would be a commitment we could not keep. Tickets are stored outside your workspace database, so you can still reach us if your workspace is suspended or a payment has failed.

Billing

Invoices & payment history

Billing → Invoices lists every charge with its status — paid, due, failed or refunded — and links to the provider-hosted invoice and PDF, which are the authoritative documents for amounts and tax.

If a payment fails, the banner tells you why, when the automatic retry is, and which attempt it is. Your workspace stays fully accessible while that is resolved: a failed card shows a notice, it does not lock your team out of their own data.

Your data

Data, isolation & backups

Every workspace gets its own separate database— not a shared table with a customer column. Your projects, clients and candidate records are physically separated from every other customer’s, and uploaded files live in a directory scoped to your workspace alone.

Backups run per workspace, so a restore only ever touches your data. Enterprise workspaces can be provisioned on dedicated infrastructure. To export or delete everything, contact support — deletion is permanent and confirmed in writing first.

Developers

API & integrations

Orbis exposes a REST API at https://yourteam.techgeneses.com/api. Authenticate with a bearer token from POST /api/auth/login and send it as Authorization: Bearer <token>.

A versioned careers API (/api/careers/v1) publishes open roles and accepts applications, so you can feed your existing website’s careers page from Orbis without duplicating listings.

Zoom is supported natively for meetings. For anything else, get in touch — we build integrations as part of onboarding.

Help

Getting help

Raise a ticket from Support inside your workspace — it reaches our team with your workspace details attached, and stays reachable even if your subscription lapses.