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Oris Work

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

India

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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
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Docs/Communication/WhatsApp logged out or disconnected

WhatsApp logged out or disconnected

What the "WhatsApp is disconnected" banner means and how to re-link a line that WhatsApp logged out.


What happened

WhatsApp can end the link between your phone and Oris Work, for example if the linked device is removed in the phone's Linked Devices list or WhatsApp invalidates it. When that happens the line shows as Logged out and no messages are received or sent on it until it is paired again.

How you find out

  • Every admin and owner gets a notification titled "WhatsApp line disconnected" that links to Admin → WhatsApp.
  • In the WhatsApp inbox a warning banner appears: "WhatsApp is disconnected. No messages are being received or sent." It names the line or number and has a link, "Re-link it (scan the QR code)".
  • The banner shows only when no line is connected. If at least one other line is healthy, the inbox keeps working and the banner is hidden, so check Admin → WhatsApp if a specific number has gone quiet.

How to fix it (admin)

  • Open Admin → WhatsApp.
  • Find the line with the Logged out badge.
  • Click Reconnect. A fresh QR code appears.
  • On the phone open WhatsApp → Settings → Linked Devices → Link a Device and scan it.
  • Wait for the badge to read Connected.

Not connected versus Logged out

Not connected usually means a temporary drop. Oris Work retries automatically for a while, and Reconnect starts it again if it gave up. Logged out means WhatsApp ended the link itself, so the old pairing is cleared and a new QR scan is required.

Preventing it

  • Do not remove the linked device from the phone's Linked Devices list.
  • Keep the phone online from time to time and use an up-to-date WhatsApp app.
  • Remember that linking uses WhatsApp's unofficial web protocol, so repeated logouts can happen. Consider Admin → Messaging numbers for official sending.

If you are not an admin

Staff cannot re-link a line. Tell an admin, and avoid sending important messages by WhatsApp until the badge shows Connected. A review request by WhatsApp also shows the reason "WhatsApp is not connected" when the line is down.

Related guides

Linking a WhatsApp line by QR code

Pair a phone number with Oris Work by scanning a QR code from the WhatsApp app.

WhatsApp inbox setup

Connect your firm's WhatsApp number and use the shared WhatsApp inbox to talk to clients and leads.

WhatsApp Messages Are Not Coming In

A checklist for when client WhatsApp messages stop appearing in your inbox.

Requesting reviews

Ask clients to rate your service by email, WhatsApp or portal chat, and track the responses.