All guides, by feature
Help a client contact sign in for the first time
Send their invite from the Contacts tab. They accept it, set a password and land on their Performance dashboard.
Before you start
- Who can do this
- An Agency Owner or Admin sends the invite. The client contact does the rest.
- You need
- The contact added on the client’s Contacts tab with their email.
- Where in Orbit
- Sidebar › Workspace › Clients
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
On the client’s Contacts tab, check their says Invited. If it says Not invited, press to send it.
Ask them to open the email “You’ve been invited to Orbit” and press Accept invite, then Accept invitation.
They choose a password of at least 8 characters, enter it twice and press Continue.
Their portal opens on , and their Portal Access shows Active.
When it worked
Their [[Portal Access]] shows Active. From then on they sign in with their email and password, or with [[Send Magic Link]].
If something goes wrong
Orbit showsThis link has already been used or has expired. Each link works once.
They press Send me a new link on that page. Or resend the invite with on their row.
Orbit showsPasswords do not match.
They type the same password in both boxes.
Orbit showsUse at least 8 characters.
They choose a password of 8 characters or more.
Orbit showsWait 30s before resending
You can send one invite a minute to each contact. Wait for the countdown, then press it again.
How it works
Explainer: How a client contact signs in
A client contact gets an invite email, accepts it, sets a password and lands on their dashboard. After that they sign in with their email and password, or with a magic link.
| Step | What they see |
|---|---|
| 1. The email | Subject “You’ve been invited to Orbit”, with an Accept invite button. “The link works once.” |
| 2. Confirm | “Accept your invitation”, with an Accept invitation button. |
| 3. Password | “Set your password”: at least 8 characters, entered twice, then Continue. The page names your agency. |
| 4. Portal | Their portal opens on Performance, and their Portal Access on your Contacts tab shows Active. |
- Later, they sign in with their email and password and Sign In, or press Send Magic Link to get a sign-in link by email.
- To reset a password, they use Forgot password? on the sign-in page.
- An invite link that was already used or has expired shows “Can’t use this invite link” with a Send me a new link button. You can also resend the invite from the client’s Contacts tab.
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.
| 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: The client portal, page by page
A client contact’s portal opens on their Performance dashboard. Its sidebar lists the pages you’ve switched on for that client, under your agency’s name and logo.
| Page | What the client sees and can do |
|---|---|
| Dashboard | Their Performance dashboard: the KPIs from their reporting goal, a chart and a campaign table, with dates, comparisons, filters and export. |
| Media Plans | Media plans for their account, where they can approve a plan or request changes. |
| Reports | The custom reports your agency has shared with them. |
| Creative Library | Creative for their account. They can upload images and video. |
| Documents | Files you’ve filed for them, to download. |
| Tools | The Email Hasher, which turns a list of emails into SHA-256 hashes for ad platforms. |
| Settings | Their own profile: name, phone, timezone, department, birthday and address. |
- You choose which pages each client gets in Settings › Client Navigation. See the guide on choosing what clients see.
- The portal shows your agency’s name and logo, set in Settings › Branding.
- Clients have a light and dark theme switch, and Profile and Logout in their user menu.
- The portal shows only the client the contact was invited to. Contacts can’t see other clients’ data, your team’s screens or your sales targets.
Explainer: The client’s Performance dashboard
Clients land on Performance, which shows the last 30 days of their campaigns with the KPIs from the reporting goal you chose. It updates with Orbit’s daily sync.
- Date ranges: 7d, 30d, 90d, MTD or Custom, up to 365 days back.
- Compare against Previous period, Previous month, Previous year or Custom dates, or switch comparison off.
- Filter by platform and channel.
- Export offers Download as CSV, Download as Excel and Print / Save as PDF.
- A Last synced pill shows how fresh the data is. It turns amber once the last sync is more than 36 hours old.
- With no data for the period, they see “No performance data yet”.
- The data comes from the ad accounts linked to the client. When Documents is on, a Recent documents card shows their latest three documents.