Getting Around ORVO

ORVO is organized around client workspaces. After you sign in, you can use the dashboard, left navigation, and ORVO Search to find records or start common workflows.

Main Areas

The left navigation groups work into these areas:

• Overview: Dashboard and Recommendations.
• Intelligence: Chat and Data, when enabled.
• Accounts: Identities and Lifecycle.
• MSP: Billable Users and Under Review, when available.
• Assets: Inventory, Reports, and Configure.
• Renewals: Fixed Term and Recurring records.
• Archives: Records and Running Jobs.
• Settings: General, Integrations, and Archive Storage for users with access.

The footer includes settings access for super admins, bug reporting, sign out, and your signed-in user initial. The company switcher appears at the top of the sidebar for MSP users.

ORVO Search

Use ORVO Search when you know what you are looking for but not where it lives. Search can help you find identities, devices, renewal records, archive records, actions, and settings.

Search results may include:

• Records, such as users, devices, contracts, or archive entries.
• Workspaces, such as Identities, Lifecycle, Devices, Renewals, Archives, Recommendations, or Intelligence.
• Actions, such as Onboard a User, Offboard a User, Archive a User, Add a Device, Add a Renewal Record, Import CSV, or Configure Assets.

Select a result to open the matching record, workspace, or workflow.

Tables and Lists

Most workspaces use the same interaction pattern:

• Use Search to narrow the records on the page.
• Use filters to focus by status, type, signal, workflow, category, or date window.
• Select a row to open the detail panel or modal for that record.
• Use Refresh when you need the latest data from the connected system.
• Use Export or Download when a workspace supports file output.

Some directory lists load in pages from a connected provider. When that happens, ORVO may show a note that filters and sorting unlock after the full result set is loaded.

Several workspaces also remember the current mode in the URL. For example, Renewals can open directly to Fixed Term or Recurring, Asset Reports can open to Lifecycle or Depreciation, and Recommendations can open to Accounts or Licenses.

Detail Panels

Many workspaces include a detail panel for the selected record. The panel usually contains:

• A summary of the selected record.
• Status badges and operational flags.
• Important fields from the connected system.
• Available ORVO actions.
• Related records, such as devices, licenses, archive history, or contracts.

If no record is selected, the panel usually shows a workspace overview with counts, summaries, and attention areas.

Feature Visibility

If you do not see a workspace or action, it usually means one of these is true:

• Your role does not include access to that area.
• The feature is only enabled for certain tenants.
• The tenant uses a different connected environment.
• Required storage or integration credentials are not configured yet.