Corporate Admin Guide

Email Invitations

1. Open the Invite pageUnder Corporate Dashboard in the sidebar, choose Invite. It sits alongside Employees, and the Employees list also has an Invite employees button.
2. Enter employee email addressesPaste one address or many, separated by commas, semicolons or new lines. To record an employee ID from your HR system, put it after the address on the same line, separated by a comma (alice@company.com, EMP-001). The Invite page tells you the maximum a single batch accepts. Employees receive an invitation email with a link to activate their benefit.
3. Track invitation statusThe Employees list shows each person as Invited, Expired, Active or Deactivated, and can be filtered by Invited, Active or Deactivated.

Domain-Based Auto-Enrolment

Configure your organisation's email domains in Settings. Any new user who registers with a matching email domain will automatically be prompted to activate the corporate benefit.

Once you have set at least one domain, invitations to addresses outside it are rejected, so keep the list complete.

Expiry and Resending

Invitations expire a set number of days after they are sent, and each link is tied to the address you invited, so it cannot be forwarded to a colleague. Resending an invitation restarts that window.

CSV Import

1. Prepare the fileSave a CSV with an email column and, optionally, department and employee_id columns. A file can hold up to 500 rows.
2. Upload it on the Invite pageUse Import from CSV on the Invite page. The file is checked first: you see how many rows are ready and every problem listed by row number, such as an invalid or repeated address, before anyone is invited.
3. Confirm the importChoose Invite to send invitations to the valid rows. Rows refused at this point, for example because your programme has no seats left, are listed by row number too, so you can fix them and import them again.

Available Reports

• Overview: active employees against your licensed seats and the percentage used, plus counts of wills started, wills completed, documents uploaded, video messages recorded and legal reviews booked
• Trends: new activations, deactivations and the running active total by calendar month, over the most recent months
• Adoption: which features employees are using, with an adoption percentage for each
• Employee List: each employee’s work email, department, employee ID and status (Invited, Expired, Active, Deactivated), with the same columns available as a CSV export

Adding a Domain

Add your organisation's email domains (e.g. “company.co.uk”) to enable automatic employee recognition. When a user registers or signs in with a matching domain, they'll be offered the corporate benefit.

Removing a Domain

Removing a domain does not affect existing employees who have already activated their benefit. It prevents new users with that domain from being auto-recognised, and stops you inviting new addresses at that domain.

What Happens When You Deactivate

• The employee loses access to corporate-tier features
• Their account, will, and documents are NOT affected
• They can continue using Orchard72 with a personal subscription or free tier
• If they had a previous personal subscription, it resumes automatically and they are emailed to say so
• You cannot access or delete any of their will, documents or account data
• Their row stays on your Employees list marked Deactivated, so the seat is released and the history is preserved

Reactivating Someone Who Rejoins

A deactivated employee can be reactivated from the same list, provided your contract has not expired and you have a seat free. Reactivation starts a fresh corporate subscription and pauses any personal subscription again.

When the Contract Ends

If your corporate contract reaches its end date, every remaining active employee is deactivated in the same way. Nobody loses data, and anyone with a paused personal subscription has it resumed.

Connecting Your Identity Provider

1. Open SettingsUnder Corporate Dashboard in the sidebar, choose Settings and find the SCIM provisioning card.
2. Create a tokenGive the token a name you will recognise, such as the name of your identity provider, and choose Create token. Copy the token straight away: it is shown once and cannot be retrieved later.
3. Configure your identity providerIn your identity provider, add a SCIM application using the SCIM base URL shown on the card and the token as the bearer token, then assign the people who should hold a seat.

What Provisioning Does

• Assigning someone in your identity provider invites them to activate their corporate benefit
• Unassigning or suspending someone deactivates their seat, exactly as deactivating them from the Employees list does
• Their account, will and documents are never deleted by provisioning, because they belong to the employee
• Groups pushed from your identity provider are kept in step, and where seat groups are set up for single sign on, membership of those groups decides who holds a seat

Creating a Key

1. Open SettingsUnder Corporate Dashboard in the sidebar, choose Settings and find the API access card. Only programme owners can create keys.
2. Choose what the key can readTick programme reporting, the employee roster, or both. You can also set an expiry in days; leave it blank for a key that lasts until you revoke it.
3. Copy the keyName the key and choose Create key. Copy it straight away into your system: it is shown once and cannot be retrieved later.

What a Key Can Read

• Programme reporting: overview, trends and feature adoption, with small groups suppressed exactly as on your dashboard, plus your invoices
• Employee roster: the work email, department and employee ID you provided, each seat’s status, and its invitation, activation and deactivation dates
• Send the key as a bearer token (Authorization: Bearer followed by the key) to the endpoints under /api/v1/corporate/ext/: overview/, trends/, feature-adoption/, roster/ and invoices/
• The roster is paged and can be read incrementally with updated_since, so a nightly sync fetches only the seats that changed