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Oris Work
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Oris Work

CRM, projects, communication, and client portal - unified in one workspace by Oris Work.

India

Product

  • Features
  • Pricing
  • CRM & Pipeline
  • Project Management
  • Team Chat
  • Client Portal
  • Integrations
  • Custom Objects

Industries

  • Professional Services
  • Restaurants & F&B
  • Healthcare & Clinics
  • Real Estate
  • Universal

Compare

  • vs Zoho One
  • vs Perfex CRM
  • vs Bigin by Zoho
  • Tally Integration

Resources

  • Documentation
  • API Reference
  • Blog
  • Resources
  • Help Center

Company

  • About
  • Careers
  • Contact
  • Privacy Policy
  • Terms of Service
  • Cookie Policy

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← All docs

Getting Started

  • Quick Start Guide
  • Inviting & Managing Team Members
  • Your First-Day Checklist
  • Roles and Permissions
  • Custom Roles
  • Switching Between Organisations
  • Sessions and Staying Signed In

Clients & Contacts

  • Adding a Client
  • Importing Clients from a CSV
  • Merging Duplicate Records
  • Client Groups
  • Client Services Card and Turning a Service On
  • Do Not Chase: Pausing Automated Reminders

CRM

  • Contacts & Companies
  • Deals & Sales Pipeline
  • Lead Management

Invoicing & Money

  • Invoicing
  • Payments & Receipts
  • Setting Invoice Due Dates
  • Estimates and Proposals
  • Payment Links
  • Overdue Reminders and Dunning
  • Recurring Invoices and Retainers
  • Vendor Bills
  • E-way Bills
  • GST Basics in Oris Work

Practice Management

  • Client Engagements
  • Client Portal
  • Tasks: Create, Assign and Track Work
  • Timesheets: Submit, Approve and Lock
  • Time Budgets Report
  • Notices and the Notice Reply Service
  • Compliance Calendar
  • Document Requests
  • Sign-off Pipeline: Partner, Client, Filed

Communication

  • WhatsApp inbox setup
  • Linking a WhatsApp line by QR code
  • WhatsApp logged out or disconnected
  • Auto-link WhatsApp numbers to clients
  • Email setup
  • Team chat basics
  • Threads, mentions and reactions in chat
  • Files, search, pins and saved messages in chat
  • Messaging AI bots in chat
  • Client chat

Reputation

  • Requesting reviews
  • How review ratings are routed

Growth

  • Lead routing and the first-response SLA
  • Segments
  • Campaigns basics

AI

  • Oris AI assistant
  • AI bots and their approval gate

Projects

  • Project Management

Modules

  • Payroll with PeopleOS
  • Books Module (ThynkBooks)
  • Tax Module (ThynkTax)
  • Audit Module (ThynkAudit)
  • Filings Module (ThynkFile)

Integrations & API

  • Accounting Connectors
  • REST API Overview

Security & Privacy

  • Data Encryption and PAN Handling
  • DPDP Consent and the PII Access Log
  • How Workspaces Are Kept Separate
  • Exporting Your Data

Troubleshooting & FAQ

  • "Too many requests" or "Rate limit exceeded"
  • "Reset token is invalid or expired"
  • "Your session expired"
  • WhatsApp Messages Are Not Coming In
  • Review Link Shows "404 Not Found"
  • "This may already exist" Duplicate Warnings

For your clients

  • Signing in to your client portal
  • Setting a password from your link
  • Messages with attachments
  • Paying your invoices online
  • Signing documents online
  • Leaving a review
Docs/Getting Started/Inviting & Managing Team Members

Inviting & Managing Team Members

Add colleagues to your workspace and control what they can see and do.

Roles

Oris Work has three built-in roles:

  • Admin — full access to all modules, settings, and billing
  • Staff — can create and edit records; cannot access settings or billing
  • Viewer — read-only access to records they are assigned to

Sending an invite

Open Settings and find the Team card. Click "Invite", enter the email address, select a role, and click "Invite". The invite link is valid for 72 hours.

Custom permissions

Enterprise plan workspaces can configure granular module-level permissions. Go to Settings → Roles & Permissions to create custom roles and toggle which CRM, finance, and project modules each role can access.

Removing a member

Open the member's profile from Settings → Members and click "Remove from workspace". Records they own are not deleted — they remain assigned to that user. You can reassign ownership in bulk from the same screen.

Related guides

Quick Start Guide

Get your Oris Work workspace set up in under 10 minutes.