Orderverse DocsIntegrations & Account Management
Set up optional Xero and Stripe integrations, switch between workspaces, and understand workspace roles.
Optional integrations setup
After your workspace is created, you can optionally connect Xero and Stripe before going to the dashboard.
Xero
Connect your Xero account to sync contacts, products, and push invoices automatically.
- Click Set up Xero to start the OAuth connection flow.
- Click Skip for now to continue to Stripe setup.
You can connect Xero at any time from Configuration → Integrations.
Stripe
Connect Stripe to accept card payments from your customers at checkout.
- Click Set up Stripe to start the Stripe Connect onboarding.
- Click Skip — go to dashboard to go to the dashboard immediately.
You can connect Stripe at any time from Configuration → Payments.
Switching between workspaces
When you log in, the app resolves which workspace to open:
| Your workspace count | Behaviour |
|---|---|
| 0 | Redirected to workspace creation |
| 1 | Automatically opens your workspace dashboard |
| 2 or more | Opens the workspace selector — most recently used first |
Inactive workspaces (suspended or archived) appear in the selector list but cannot be entered.
Roles overview
| Role | Capabilities |
|---|---|
| Owner | All admin capabilities + member management + billing + ownership transfer |
| Admin | Manage products, customers, orders, invoices, and configuration |
| Sales Rep | Create orders on behalf of customers. Cannot access Configuration or Billing. |
Invite team members from Configuration → Members after you activate a paid plan. Trial workspaces do not allow Admin or Sales Rep invites.
Next steps
- Add your first product in Products
- Create your first customer and copy their order link
- Connect Xero in Configuration → Integrations to sync contacts and products