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Edit or remove a client contact

3 stepsUpdated 13 Oct 2026

Use the pencil or the bin on the contact’s row in the client’s Contacts tab. Removing a contact doesn’t take away portal access they’ve already accepted.

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, choose the client, then open the Contacts tab.
To edit, press the pencil on their row, change their details or Primary Contact in Edit Contact, and press Update.
To remove, press the bin on their row, then Remove Contact to confirm.

When it worked

Orbit confirms “Contact updated” or “Contact removed”.

If something goes wrong

Orbit showsFirst name, last name, and email are required
Fill in First Name, Last Name and Email, then press Update again.
There’s no invite box when you edit a contact.
Invites aren’t sent from the edit dialog. Close it and press on their row.
Orbit showsForbidden: missing permission 'client:write'
Only an Agency Owner or Admin can change contacts. Ask one of them.

How it works

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.

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.”