Manage your purchases, receipts and payment methods

Use one shared customer account

A verified customer account is required for checkout. Open Account and choose Continue with shared account to sign in or register. Platformz and OrcheSphere use the same customer directory, so you can use the same sign-in on both sites. Product subscriptions and company permissions are managed separately.

1. Open Account and choose Continue with shared account.
2. Complete verification with the shared sign-in provider.
3. Review your account and selected service before proceeding to payment.

• Customer sign-in does not grant access to the Platformz staff CRM or an OrcheSphere workspace.
• Do not forward verification links or share them in a support request.

Connect an existing Platformz email-link account

If you used Platformz email links before shared sign-in, use your existing email link and complete any authenticator verification. Open Security & verification and choose Connect my shared account. Verify the shared account using the same email address. Linking requires a recent sign-in and does not happen automatically from an email match.

After connection, use Continue with shared account on future visits. Earlier email-only sessions and email-link access stop working for that connected account. Existing purchases remain attached to your Platformz customer record.

• If you already have an OrcheSphere customer account, use that account when connecting.
• Provider sign-in can be reused in the same browser; a product may still require its own verification step.

Add an authenticator in Security & verification

Open Security & verification from your customer account. Sign in again when prompted before changing security settings. Scan the setup QR code in an authenticator app, or enter its setup key manually, then confirm with a six-digit code. Verification becomes active only after confirmation.

Save the ten recovery codes shown after setup. Each code works once in place of the app. Setup keys and recovery codes are hidden when you leave the tab or your sign-in changes. If you already added the app, you can still confirm using its code.

1. Keep your recovery codes private and separate from your device.
2. Use a current authenticator or unused recovery code to turn verification off or replace codes.
3. Changing verification signs out other sessions.

• Never send an authenticator setup key, live code or recovery code to support.
• Platformz security settings apply to your service account; manage OrcheSphere security on OrcheSphere.

Find a purchase and its receipt

Your account shows orders associated with your verified customer identity. A pending order is not proof of payment. Receipts become available after the payment provider confirms a successful payment and supplies a receipt. Test orders are labeled separately and do not represent money collected.

An older purchase that was made without an account is not assigned to a new account just because the email matches. Contact the team with the order reference if a past purchase needs to be investigated.

• Check the service, date, amount and payment state.
• If confirmation is delayed, refresh the order view before attempting another payment.
• Use the receipt action only when it is available for that order.

Update your profile and billing details

Use your account profile to maintain the name and company used for your customer records. Your verified sign-in email identifies the account. Where billing is configured, the payment-method action opens the payment provider’s secure customer portal; card details are not entered into a Platformz support form.

• The billing portal may be unavailable before your first checkout or until its payment configuration is ready.
• Test and live billing profiles are separate.
• Sign out when you finish using a shared device.