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Getting StartedAccount Setup

Account Setup

Orderly uses a multi-tenant model where each organization is an isolated workspace with its own bridges, data, and team members.

Creating an Organization

When you first sign up via portal.orderly.dev , you’ll create an organization:

  1. Enter your organization name
  2. Choose your primary use case
  3. You’re automatically assigned the owner role

Inviting Team Members

Navigate to Settings > Members to invite your team:

  1. Click Invite Member
  2. Enter their email address
  3. Assign a role: admin, member, or a custom role
  4. They’ll receive an email invitation to join

Roles and Permissions

Orderly has three built-in roles:

RoleDescription
OwnerFull access to everything including billing and danger zone settings
AdminManage bridges, data, members, and API keys
MemberView and operate on data, but cannot change settings

You can also create custom roles with granular permissions. See Custom Roles for details.

API Keys

For programmatic access, create API keys under Settings > API Keys:

  1. Click Create API Key
  2. Name your key and select the scopes it needs
  3. Copy the key — it won’t be shown again

See Authentication for details on using API keys.

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