Documentation
ORVO Help Center
Everything you need to navigate ORVO and complete day-to-day work, from first login to administering accounts, devices, renewals, and archives across your client workspaces.
Start Here
Start Here Understand how ORVO is organized, what the main workspaces are for, and how to choose the right guide.Getting Around ORVO Learn how to use search, navigation, workspace pages, tables, filters, and detail panels in ORVO.Dashboards and Client Switching Understand the MSP dashboard, tenant dashboard, client switching, and quick links.
Task Guides
Onboard a User Start a user onboarding record, complete required fields, and understand what happens after submission.Offboard or Archive a User Choose between offboarding and archiving, submit the right action, and monitor the resulting work.Restore Archived Data Restore mailbox data, browse drive archives, export drive containers, and monitor archive jobs.Review M365 Recommendations Review Microsoft 365 account recommendations, run actions, mark pending work, whitelist accounts, and review license usage.Manage Device Inventory Add devices, import device CSV files, check devices in and out, enrich missing purchase data, and keep asset metadata clean.Track Renewals Add fixed-term contracts and recurring subscriptions, import renewal CSV files, parse source documents, and manage workflow status.Admin Setup Add client tenants, configure integrations, configure archive storage, and manage tenant administrators.
Workspace Navigation
Dashboard Understand the MSP dashboard, tenant dashboard, client switching, and quick links.Recommendations Review Microsoft 365 account recommendations, action status, license usage, and potential waste.Recommendation workflow Review Microsoft 365 account recommendations, run actions, mark pending work, whitelist accounts, and review license usage.Chat Use metadata-based chat, model coverage data, account exploration, and person-level organizational context.Identities Find users and service accounts, review status, update identity types, and start account actions.Lifecycle Start lifecycle workflows and review onboarding, offboarding, and archive records.Onboarding task Start a user onboarding record, complete required fields, and understand what happens after submission.Offboarding and archive task Choose between offboarding and archiving, submit the right action, and monitor the resulting work.MSP administration Add client tenants, configure integrations, configure archive storage, and manage tenant administrators.Inventory Search inventory, add devices, import CSV files, check devices in and out, and maintain device metadata.Reports Review lifecycle timing, depreciation, replacement planning, and AI-suggested purchase data.Device inventory task Add devices, import device CSV files, check devices in and out, enrich missing purchase data, and keep asset metadata clean.Fixed Term Track fixed-term contracts, recurring subscriptions, ownership, renewal dates, pricing, usage, reminders, and attachments.Renewal task guide Add fixed-term contracts and recurring subscriptions, import renewal CSV files, parse source documents, and manage workflow status.Records Review archive records, restore mailboxes, browse archived drive data, export drive containers, and monitor archive jobs.Restore task guide Restore mailbox data, browse drive archives, export drive containers, and monitor archive jobs.General Manage tenant settings, administrators, integrations, archive storage, billing notifications, and asset configuration.
Administration and Support
Settings and Configuration Manage tenant settings, administrators, integrations, archive storage, billing notifications, and asset configuration.Tickets Review open, created, completed, and support ticket details.Troubleshooting Access and Common Messages Understand common access issues, disabled navigation, setup messages, import errors, and workflow states.