Moraph platform
Moraph Portal
Your organization’s workspace with Moraph: services, people and access, contracts and renewals, invoices, onboarding, documents and announcements.
The Moraph Portal (portal.moraph.com) is the workspace for people at Moraph’s client organizations: what your organization has from Moraph, what Moraph is delivering, and what needs your attention. It is also where everyone signs in to Moraph’s client services.
What you see depends on your role in your organization: Administrator, Commercial, Technical or Member. See Roles and what they can do.
Before you start
- A Moraph account (see Create your Moraph account).
- Membership of your organization in the portal, by invitation from an administrator or an approved join request.
- The right role for the task: some pages are only for administrators, commercial or technical contacts.
Most common tasks
- Get to know the Moraph PortalWhat the portal is for, how its navigation is organized, and what the Overview page shows you.
- Invite colleaguesInvite people from your organization to the Moraph Portal with the right role, and resend or cancel invitations.
- Join your organizationAsk to join your organization’s workspace from a new account, or accept an invitation from an administrator.
- Require two-step verification for everyoneMake two-step verification mandatory for everyone in your organization, in every Moraph service, and see who still needs to set it up.
- Invoices, invoice queries and billing contactsSee what’s due, download invoice PDFs, raise a query with Moraph’s finance team, and keep your billing contacts up to date.
- Share documents securely with MoraphUpload documents for your Moraph team, limit who in your organization can see them, upload new versions and see who downloaded them.
Getting started
What it is, what you need, and your first steps.
- Get to know the Moraph Portal
What the portal is for, how its navigation is organized, and what the Overview page shows you.
- Join your organization
Ask to join your organization’s workspace from a new account, or accept an invitation from an administrator.
Everyday use
The tasks people do day to day.
- See your services
What your organization has from Moraph, what Moraph delivers for each service, where it runs and its status.
- Your actions and implementation progress
Follow what Moraph is delivering, see what’s needed from your organization, and mark your actions done.
- Complete onboarding checklists
Work through the steps to get a new service ready, attach evidence where Moraph asks for it, and confirm the checklist complete.
- Contracts and renewal decisions
See your agreements with Moraph, their terms and notice deadlines, and register your intention to renew, discuss or give notice.
- Invoices, invoice queries and billing contacts
See what’s due, download invoice PDFs, raise a query with Moraph’s finance team, and keep your billing contacts up to date.
- Share documents securely with Moraph
Upload documents for your Moraph team, limit who in your organization can see them, upload new versions and see who downloaded them.
- Read and acknowledge announcements
Notices from Moraph about service changes, maintenance and security, and how to confirm you’ve read the ones that ask you to.
- Search the portal
Find services, projects, actions, documents, contracts, invoices, announcements, people and tickets from one search box.
Administration
Manage people, access, settings and security.
- Roles and what they can do
The four roles in a client organization, what each can see and do across Moraph services, and how administrators change someone’s role.
- Invite colleagues
Invite people from your organization to the Moraph Portal with the right role, and resend or cancel invitations.
- Approve or decline join requests
Review people who asked to join your organization, approve them with a role, or decline with a reason.
- Require two-step verification for everyone
Make two-step verification mandatory for everyone in your organization, in every Moraph service, and see who still needs to set it up.
- Give people access to Moraph products
Choose who in your organization can use each Moraph software product in Moraph Apps, and with what product role.
- Notifications and the activity log
Use the bell to see what needs you, choose whether notifications are emailed, and review your organization’s activity log.
Troubleshooting
What to do when something doesn’t work as expected.
- Problems using the portal
What to do when a page is missing, you can’t make a change, or the portal keeps sending you somewhere else.
Reference
Definitions, settings, limits and lookup tables.
- Roles reference
Exactly what each organization role can see and do in the Moraph Portal and the other Moraph client services.