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Add a new client

4 stepsUpdated 13 Oct 2026

Create the client with its primary contact. Orbit can email that contact a portal invite straight away.

Before you start

Who can do this: Agency Owner or Admin
You need: The first contact’s first name, last name and email. A client can’t be saved without one contact.
Where in Orbit: Sidebar › Workspace › Clients

Steps

Tick a step’s number when it’s done. We’ll remember where you were.

In the sidebar, open Clients and choose New Client.
Fill in Company Name. The address, dashboards and services are optional.
Under Primary Contact, add their name and email. Send Invite Email is ticked, so they get a portal invite; untick it to invite them later.
Press Save Client.

When it worked

Orbit confirms “Client created successfully” and the client appears in your list.

If something goes wrong

Orbit showsYou don’t have permission to create clients. Please ask your Agency Admin or Agency Owner to create clients or upgrade your access level.
Ask an Agency Owner or Admin to add the client, or to change your role in Team.
You can’t remove the contact card.
Every client needs one contact. Untick Send Invite Email if you don’t want to invite them yet.
Orbit showsValid email required
Check the address is complete, such as name@company.com.
Orbit showsMust be a valid URL
Paste the full address, starting with https://, or leave it empty and add it later on the client’s Reporting tab.
Saving fails though the company name looks new.
The slug built from the name must be unique across all of Orbit. Add something to the name, such as a region. You can rename the client afterwards with Edit Details; the slug stays.

How it works

Explainer: What you fill in when you create a client

Only Company Name and one contact’s first name, last name and email are required. Everything else is optional and can be added later from the client’s tabs.

Create Client fields
Section	Fields	Required?
Company Profile	Company Name	Yes
Company Profile	Street, City, State / Region, Postal Code, Country	No
Dashboards	Looker Studio URL, Tableau URL	No, but each must be a full web address
Services	PPC, Paid Social, SEO, Web Design, Creative, Analytics, Programmatic	No
Contacts	First Name, Last Name, Email	Yes, for at least one contact
Contacts	Phone, Role / Title	No
Contacts	Primary Contact, Send Invite Email	Both start ticked

A client can’t be saved without a contact. The first card, Primary Contact, can’t be removed.
Add Another Contact adds another card, also with Primary Contact and Send Invite Email ticked.
Unticking either box asks you to confirm. Keep Checked leaves it ticked.
When you press Save Client, Orbit builds the client’s slug from Company Name and emails a portal invite to each contact with Send Invite Email ticked.

Explainer: Services: what they’re for

Services tag the work you do for a client, such as PPC or Paid Social. They decide which teammates see the client through a specialty-based Client Access. They don’t change what the client sees in their portal.

Choose them on Create Client, or later with Edit Details on the client’s Overview tab.

A teammate whose Client Access follows their specialty, such as All Paid Search clients, sees every client with the matching service, including clients added later. Take the service off a client and they stop seeing it.

Which Specialty Role each service matches
Service	Teammates who see it through their specialty
PPC	Paid Search
Paid Social	Paid Social
Programmatic	Programmatic
Creative	Creative
Analytics	Analytics
SEO	None
Web Design	None

The Table view filters by service with chips such as “PPC · 4”.
On Team, Owners and Admins see a Nobody is covering these card: clients buying a service that no teammate with the matching specialty is assigned to.
On that card, Unassigned comes with an Assign… picker. SEO and Web Design show No specialty owns this service, because no Specialty Role matches them; assign those clients to teammates one by one.

Limits: The client slug and portal address

Orbit builds a slug from the company name when you create a client, and it becomes part of the client’s portal address. It can’t be changed afterwards.

The slug is the company name in lowercase, with spaces and punctuation turned into hyphens. “Acme Corp.” becomes acme-corp.
It shows under the client’s name on its page, and as Slug in the Company card on the Overview tab.
The client’s portal address ends in /client/ followed by the slug.
Renaming the client with Edit Details doesn’t change the slug or the portal address.
Slugs are unique across all of Orbit, not only your agency. If another client anywhere already has the slug, the new client can’t be saved.

Explainer: Portal Access: Not invited, Invited, Account exists and Active

The Portal Access column on a client’s Contacts tab shows whether each contact has joined that client’s portal. They become Active once they accept their invite.

Portal Access statuses
Status	What it means	What you can do
Not invited	No invite is waiting for them, and they haven’t joined.	Send one with on their row.
Invited	An invite went out. The row says when, such as “Sent 2h ago · 1× resent”.	Resend it with .
Account exists	The email already has an Orbit login, but it hasn’t joined this client’s portal.	The invite button is greyed out: Orbit can’t send an invite email to an existing login.
Active	They accepted their invite and can open this client’s portal.	Nothing. There’s no invite button.
—	Orbit couldn’t check the statuses when the tab loaded.	Reload the tab.

You can send one invite a minute to each contact. Until then the button’s tooltip counts down, such as “Wait 30s before resending”.
Each invite link works once.
Removing a contact doesn’t take away portal access they’ve already accepted.
The Primary column stars primary contacts, and they’re listed first.