Start Here

ORVO is organized around client workspaces. Each client workspace brings together accounts, lifecycle work, devices, renewals, archives, Microsoft 365 recommendations, and administrative settings for that client.

Use this guide when you are new to the product or when you are not sure which workspace owns the work you need to do.

How ORVO Is Organized

The sidebar is the main navigation inside a client workspace. The docs use the same grouping as the sidebar.

• Overview contains Dashboard and, for Microsoft 365 tenants, Recommendations.
• Intelligence contains Chat and Data when the account is enabled for those tools.
• Accounts contains Identities and Lifecycle.
• MSP contains Billable Users and Under Review when the signed-in user is an MSP user.
• Assets contains Inventory, Reports, and Configure.
• Renewals contains Fixed Term and Recurring.
• Archives contains Records and Running Jobs when archive storage is configured.
• Settings appears in the footer for super admins and contains General, Integrations, and Archive Storage.

MSP users can switch clients from the company switcher at the top of the sidebar. Single-tenant users see the current client name instead.

Pick the Right Starting Point

Use Accounts, then Identities, when you need to find a user, review account status, update identity type, update billable tier, run a recommendation action, offboard, archive, or delete an account.

Use Accounts, then Lifecycle, when you need to review onboarding and offboarding records, or start a new onboarding or offboarding workflow.

Use Assets, then Inventory, when you need to add, import, assign, return, or enrich devices. Use Assets, then Reports, for lifecycle and depreciation reporting. Use Assets, then Configure, for asset metadata.

Use Renewals, then Fixed Term or Recurring, when you need to track contracts, subscriptions, ownership, pricing, renewal dates, workflow status, attachments, or imported renewal records.

Use Archives, then Records, when you need to review completed archive or restore records, browse archived drive data, export drive containers, or restore archived mailbox data. Use Archives, then Running Jobs, to monitor active archive or restore jobs.

Use Overview, then Recommendations, when you need to review Microsoft 365 account actions, license waste, pending accounts, whitelisted accounts, or license utilization.

Use Intelligence, then Chat or Data, when you need to ask metadata-based questions or review model coverage for connected organizational data.

Use Settings when you need to manage tenant admins, integration credentials, or archive storage.

Recommended Reading Order

If you are learning ORVO for the first time:

1. Read Getting Around ORVO.
2. Read the task guide for the work you need to do.
3. Use the workspace reference when you need field-level or filter-level detail.
4. Use Troubleshooting Access and Common Messages when something is missing, disabled, or empty.

What the Docs Are For

These docs are written to help operators complete work correctly. They focus on:

• Where to go.
• When to use a workflow.
• What information is required.
• What happens after an action is submitted.
• What to check when the result does not look right.

If the UI and the docs disagree, treat the UI as the current source of truth and ask an administrator to confirm whether the feature has changed for your tenant.