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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/Sessions and Staying Signed In

Sessions and Staying Signed In

How long you stay signed in, how silent renewal works, and how to sign out.


How long a session lasts

You can stay signed in for up to 90 days. Behind the scenes there are two parts: a short-lived access pass that lasts one hour, and a longer sign-in that lasts 90 days. When the one-hour pass runs out, Oris Work renews it silently using the longer sign-in, and issues a fresh 90-day sign-in each time. As long as you come back within 90 days, you should never see the login screen.

Leaving a tab open

If a tab sits idle for more than an hour, the next action it takes is retried after an automatic renewal, so you normally do not notice. If renewal is not possible, the page asks you to sign in again.

Sign out

  • Click "Sign out" in the top bar, or
  • Go to Settings and use the sign-out button in the Danger Zone card at the bottom.

What ends a session early

  • More than 90 days without using the app.
  • Clearing cookies or site data, or using a private window that is closed.
  • An admin deactivating your account. This takes effect within about a minute on your next request.
  • Your membership in the current workspace being removed. On renewal you fall back to your home workspace if you still have access to it.
  • A security safeguard: if an already-used sign-in is presented a second time (for example, a copied cookie used from another device), all sessions in that chain are closed and everyone must sign in again.

Extra sign-in steps

  • If you have two-factor authentication on, sign-in asks for a 6-digit "Authenticator code".
  • Admins can require 2FA for everyone from Settings → Two-Factor Authentication ("Require 2FA for all members"). Members who have not enrolled are sent to set it up after signing in.
  • You can also sign in with Google, Microsoft or ORIS Identity from the login screen.

Common problems

  • You keep being signed out — your browser may be blocking or clearing cookies. Allow cookies for the site and try again.
  • You see "Your session expired" — see the Session Expired article.

Related guides

"Your session expired"

Why you were asked to sign in again and how to avoid it.

Switching Between Organisations

Use one login for several firms or workspaces and switch between them from the top bar.

Roles and Permissions

What Admin, Manager, Operator, Member and Viewer can each do, and how to change someone’s role.

"Too many requests" or "Rate limit exceeded"

Why you see a rate-limit message, how long to wait, and how to avoid it.