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Edit a client’s details

4 stepsUpdated 13 Oct 2026

Open the client and press Edit Details to change its name, address and services. The slug and portal address stay the same.

Before you start

Who can do this: Agency Owner or Admin
Where in Orbit: Sidebar › Workspace › Clients

Steps

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

Open Clients and choose the client from the Clients tab.
On the Overview tab, press Edit Details.
Change the Company Name, the address or the .
Press Save Changes.

When it worked

Orbit confirms “Client updated” and the [[Company]] and [[Services]] cards show your changes.

If something goes wrong

Orbit showsForbidden: missing permission 'client:write'
Only an Agency Owner or Admin can change a client. Ask one of them, or ask to have your role changed in Team.
The portal address still uses the old name.
That’s expected. The slug is set when the client is created and doesn’t change when you rename it.
A teammate stopped seeing the client after you changed its services.
Their Client Access follows their specialty, which matches a service. Add the service back, or assign them the client in Team.

How it works

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: Who can change a client

Agency Owners and Admins can change everything about a client. Managers and Specialists can open the clients they have access to and read every tab, but can’t save changes.

Who can do what in Clients
Task	Owner and Admin	Manager and Specialist
View the client list and every tab	Yes	Yes, for the clients they can see
Create a client	Yes	No
Edit details and services	Yes	No
Add, edit and remove contacts, and send invites	Yes	No
Upload and delete documents	Yes	No
Link and unlink ad accounts and workspaces	Yes	No
Set the reporting goal and dashboard URLs	Yes	No
Set sales targets and the brand kit	Yes	View only
Export the client list	Yes	Yes

Someone without permission who tries to save sees “Forbidden: missing permission 'client:write'”.
Which clients someone sees comes from their Client Access in Team. Opening a client outside it shows “This client could not be found.”