Sign Up
Fill in Your Details
Go to the registration page and enter your details:
Click Sign Up.
| Field | Description |
|---|---|
| Name | Your full name |
| Username | A unique username for your account |
| Your email address (used for activation and notifications) | |
| Is Sandbox | Leave checked for a test/sandbox account |
Check Your Email
You’ll see a confirmation message and receive an activation email. Click the link in the email to continue.
Set Your Password
The activation link takes you to a page where you’ll set your password (8-16 characters). Enter your password and click Activate User.
Sandbox accounts have full API access but only process test transactions. When you’re ready for production, contact us to upgrade your account.
The Portal
The Orchestra portal is where you:- Add and manage payment provider connections
- Generate and revoke API keys
- View transaction logs
- Configure failover rules
Sandbox accounts have full API access. The only difference from production is that transactions are simulated through your providers’ test modes.
Managing Users
Account Admins can add and manage users within their organization.Adding a User
- Go to Users in the portal navigation
- Click Create
- Fill in the user details:
| Field | Description |
|---|---|
| Name | User’s full name |
| Email address (receives activation link) | |
| Username | Unique username for the account |
| Roles | Assign one or more roles (see Managing Permissions) |
- Click Create
User Actions
From the Users list, you can perform these actions:| Action | When Available | Description |
|---|---|---|
| Suspend | Active users | Temporarily disable access |
| Resume | Suspended users | Restore access |
| Resend Invitation | Pending users | Send another activation email |
| Unlock | Locked users | Unlock after failed login attempts |
| Edit | All users | Update name, email, or roles |
| Delete | All users | Permanently remove the user |
Managing Permissions
Orchestra uses role-based access control with three permission levels:| Role | Description |
|---|---|
| SystemAdmin | Full access to all features and settings |
| AccountAdmin | Can manage users, roles, and resources within the account |
| RegularUser | Can use assigned resources but cannot manage users or roles |
Only SystemAdmin and AccountAdmin users can assign roles to other users. RegularUsers can view their own roles but cannot modify them.