Skip to main content

Admin & Ops Portal Quick Start

If you work in operations, finance, customer review, or risk for an ORBSIS SaaS or white-label platform, follow the steps below to become familiar with the Admin & Ops Portal.

The Admin & Ops Portal is not primarily for managing the day-to-day spending of one business. It is designed to manage and investigate customers and platform activity from the platform side.

1. Understand Navigation and Permissions​

After signing in, first confirm which features are available to your account.

Different roles may see different menus and actions depending on platform configuration and account permissions.

For first-time use, become familiar with:

  • Dashboard
  • Search and filters
  • Lists and detail pages
  • Common status fields
  • Actions available to your account

2. Find a Customer​

Starting from customer management is one of the fastest ways to understand how platform data is organized.

After locating a customer, you can review:

  • Customer information
  • Business verification
  • Primary Account
  • Sub Accounts
  • Budgets
  • VCC cards
  • Related transaction data

3. Review Business Verification​

If your role is responsible for customer onboarding, review submitted business verification information and perform the appropriate review actions according to platform rules.

Business verification is the same workflow viewed from two sides:

  • Business Portal: the customer submits verification
  • Admin & Ops Portal: the platform reviews verification

4. Review Accounts and Funds​

When investigating customer funds, start at the account layer to determine where the funds are located.

You will typically need to distinguish between:

  • Primary Account funds
  • Sub Account Available Balance
  • Allocated Budget Limit
  • Frozen Amount
  • Account fund movements

Do not treat Sub Account fund movements as the same type of record as card spending transactions.

5. Review Budgets and Spend Controls​

When the question is "How much can still be spent?", "Why is this limit unavailable?", or "Why can no additional card limit be allocated?", review the associated Budget.

Key fields include:

  • Budget Limit
  • Total Spent
  • Available to Spend
  • Utilized Limit
  • Available Limit

See Core Concepts for definitions and calculation logic.

6. Find and Manage VCC Cards​

When investigating a specific payment instrument, review the associated VCC card.

Common tasks include:

  • Finding a card
  • Reviewing card details
  • Reviewing Card Limit
  • Reviewing Total Spent
  • Reviewing Available to Spend
  • Enabling or disabling a card when permitted

7. Choose the Correct Transaction Record​

Different transaction layers in ORBSIS answer different questions.

For example:

  • To review Primary Account fund movements, use Primary Account transactions
  • To review Sub Account fund allocation, use Sub Account fund movements
  • To review actual card spending, use VCC transactions

Choosing the correct transaction layer prevents fund transfers and spending activity from being mixed together.

8. Reconcile and Investigate Exceptions​

When a customer reports an account balance, Budget, card, or transaction issue, investigate the business chain layer by layer:

Customer → Primary Account → Sub Account → Budget → VCC Card → Transaction

First identify the layer where the issue occurred, then review the relevant fields and transaction records.

This is the core investigation approach for the Admin & Ops Portal.