> ## Documentation Index
> Fetch the complete documentation index at: https://docs.orum.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> Monitor money movement in real time with the first portal built to optimize and orchestrate payment operations

## 2-Minute Demo

<iframe width="560" height="315" src="https://www.loom.com/embed/5950cf396da441a283e87aab1535b3ee" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen />

## Invite Team Members

<Steps>
  <Step title="Navigate to “Enterprise settings” and select the “Users & permissions” tab" />

  <Step title="Click on “+ New User” in the top right corner of the page" />

  <Step title="Fill in the team member’s details, select a role, and create" />
</Steps>

Once created, new team members can expect the following:

1. Receive an email with a login link
2. Prompted to setup 2FA along with their Monitor password

<Tip>
  Login link expired? Simply navigate to Monitor and select "Forgot Password" at the login page.
</Tip>

A few notes to keep in mind as you invite team members:

1. **Updating roles:** The role assigned to a user can be updated at any time, but can only be updated by `Admin`  users.
2. **Inviting new team members:** Only `Admin`users can invite additional team members. Orum will create your initial `Admin` user.
3. **2FA support:** If there are any issues with 2FA or a team member needs to reset their 2FA, please reach out to [service@orum.io](mailto:service@orum.io)

## **User Roles & Permissions**

<AccordionGroup>
  <Accordion title="Admin" defaultOpen="false" icon="user-group-crown">
    Can view all data and execute all actions in Monitor. There are no restrictions for this user, and there are no limits to the number of admin users that can be created.
  </Accordion>

  <Accordion title="Payment Initiator" defaultOpen="false" icon="money-bill-transfer">
    Can complete most actions within Monitor (see the below table for a complete list) and view almost all data available.
  </Accordion>

  <Accordion title="Developer" defaultOpen="false" icon="code">
    Can view data in Monitor and complete actions related to API operations.
  </Accordion>

  <Accordion title="Read Only" defaultOpen="false" icon="glasses">
    Can view data in Monitor but are unable to complete any actions.
  </Accordion>
</AccordionGroup>

|                                   | Admin | Payment Initiator | Developer    | Read Only |
| --------------------------------- | ----- | ----------------- | ------------ | --------- |
| Creates Users, Assigns Roles      | ✅     | -                 | -            | -         |
| Create API Keys & Webhooks        | ✅     | -                 | ✅            | -         |
| Manual Payment Initiation         | ✅     | ✅                 | -            | -         |
| Bulk File Uploads                 | ✅     | ✅                 | -            | -         |
| View all Data & Reports           | ✅     | ✅                 | Sandbox Only | ✅         |
| View enterprise users             | ✅     | -                 | ✅            | ✅         |
| View API Credentials              | ✅     | -                 | ✅            | -         |
| Create/update API Credentials     | ✅     | -                 | -            | -         |
| Create/update entities & accounts | ✅     | ✅                 | Sandbox Only | -         |

## Disabling Users

To disable a user's access to Monitor:

<Steps>
  <Step title="Navigate to “Enterprise settings” and select the “Users & permissions” tab" />

  <Step title="Select 'Edit' for the user you'd like to disable from the list" />

  <Step title="Toggle their status from 'Active' to 'Inactive'" />

  <Step title="Select 'Save Changes'" />
</Steps>

Once completed, you'll notice in the users list that the user's status is now set to "Inactive". Inactive users will no longer be able to log in to Monitor.

<Tip>
  Need to restore access? Simply follow the same steps to toggle the status back to "Active".
</Tip>