Account Management
First Registration
Register your new ORCA account
A quick walkthrough for activating your account and setting up your secure password.
How to access ORCA as a user
Learn how invited team members and external stakeholders log into ORCA.
What is the Safety Kit and why is it so important
Understand the role of your Safety Kit, Secret Key, and emergency account recovery procedures.
Log-in
Log in on a new device
Authenticate securely on a new browser or computer using your credentials and Safety Kit.
Log in on a trusted device
Quickly unlock your ORCA session on registered, trusted devices using your PIN.
How to remove a trusted device
Revoke access for lost, replaced, or decommissioned devices from your account.
How to change / reset the PIN
Update or reset the short PIN used to unlock ORCA on your trusted devices.
Log-in issues? Here is help
Resolving Login Issues
Step-by-step troubleshooting for password resets, device approvals, and locked sessions.
Difference between PIN and Secret Key
Understand how your everyday PIN differs from your zero-knowledge master Secret Key.
How to generate a new Secret Key
Learn how to regenerate and secure a replacement Secret Key if your Safety Kit is compromised.
What browsers are supported
Review supported and recommended web browsers for optimal performance and encryption in ORCA.
Personal settings
Change Personal settings
Manage your display name, language preferences, and notification options in ORCA.
How to change the Email
Update your primary login email address and complete verification.
Activate 2FA for your profile
Add two-factor authentication (TOTP) to your profile for enhanced login security.
Manage Users and Vaults [ADMIN]
Admin: Invite Users into your Account
Invite teammates, clients, and external advisors with customized vault permissions.
Admin: Manage your users
Review active users, edit access privileges, or deactivate team accounts.
Admin: Manage your vaults
Create, configure, rename, and manage independent vaults across client structures.
Admin: Update user permission
Modify individual user roles between Admin, Editor, and Reader across specific vaults.
Admin: Roles & Permissions
Compare permissions for Account Owners, Admins, Editors, and Readers, including vault access, user management, and email upload rules.
Admin: How to retrieve the Invitation code
Find and resend invitation codes for pending user registrations.
Admin: How to archive a vault
Safely archive completed or inactive client vaults while preserving data integrity.
Admin: How to check your number of items in ORCA
Monitor your vault's tracked legal entities, persons, and assets against your plan capacity.
Admin: How to change the account owner
Learn how to safely transfer Account Owner responsibilities in ORCA, manage permissions, and avoid login issues during leadership transitions.