01
Getting Started
Set up your workspace, invite your team, and secure your account.
- Set up your workspace
- Invite team members
- Sign in and enable MFA
Oryele™ Help Center
Answers that help you move forward.
Find practical guidance for setting up Oryele, managing clients, building workflows, working with Digital Workers, and administering your account.
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Documentation
Browse all guides
Clear guidance organized around the work you do in Oryele.
02
Clients & Onboarding
Create client records and manage onboarding from one place.
- Add a client
- Start onboarding
- Track progress
03
Documents
Request, receive, and organize client documents.
- Request documents
- Review outstanding requests
- Find uploaded files
04
Workflows
Build repeatable processes with tasks, decisions, and approvals.
- Create a workflow
- Assign tasks and approvals
- Monitor activity
05
Digital Workers
Assign and supervise digital-worker output while keeping people in control.
- What is a Digital Worker?
- Assign work
- Review activity and exceptions
06
Communications
Manage messages, templates, reminders, and communication history.
- Send a client message
- Create templates
- Manage reminders
07
Security & Access
Manage authentication, permissions, and account recovery.
- Roles and permissions
- Reset a password
- Multi-factor authentication
08
Account & Billing
Manage organization details, plan information, and support.
- Update account details
- Review plan information
- Contact support
Common questions
Quick answers.
Find answers to the questions customers ask most often.
How do I get access to Oryele?+
Your organization administrator creates or invites users. Use the invitation email to complete setup and sign in.
Where do I see work that needs attention?+
Review the dashboard, assigned tasks, approvals, and active workflows in your workspace.
How do I request documents?+
Open the client record, choose Request Documents, select the required items, add a due date, and send.
Can I review workflow history?+
Yes. Open workflow activity to review completed steps, timestamps, ownership, and exceptions.
What if I cannot sign in?+
Use password reset, confirm your email address, and verify your MFA method. Contact support if access still fails.
How do I set up multi-factor authentication?+
Go to Settings > Security > Multi-Factor Authentication and scan the QR code with an authenticator app. MFA is required for all staff and manager accounts.
How do I add a new user?+
An Owner or Manager can go to Admin > User Administration, click Add User, choose the user type and role, and enter their details. New users receive a temporary password to sign in with.
What roles are available, and what can each one do?+
Company accounts are either Staff or Manager. Manager is your firm’s administrator and can manage staff, clients, and workflows; Staff has standard access to clients and tasks. Client portal users have their own separate, more limited access, scoped to their own records.
How do I place a legal hold on a client’s documents?+
Open the client’s record and use the Legal Hold control to place an account-level hold with a reason. This immediately blocks every document belonging to that client from deletion or archiving until the hold is released by an Admin, Super Admin, or Manager.
How do I export the audit log?+
Go to Audit Log and click Export CSV to download the events currently displayed, or Export with hashes to download your company’s full audit history with the tamper-evident hash chain included.
How do I reset my password?+
Use the "Forgot password" link on the sign-in page. You’ll receive an email with a link to set a new password.
Can I change my name or contact info?+
Go to Settings, click Edit profile, and update your name (and phone number, if your account supports it). Your sign-in email can’t be changed directly. Contact your administrator.
What is a Digital Worker?+
A Digital Worker is a governed automation that carries out defined tasks, like document collection or client intake, within the permissions your firm sets, with human review built into the workflow.
Who do I contact for billing or plan questions?+
Email info@oryele.com and our team will help with plan details, billing, or upgrades.
Support
Need help from a person?
Submit a ticket with a clear description of the issue and you'll get a reference number immediately — or email us directly.
