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Invite a client contact to their portal

4 stepsUpdated 13 Oct 2026

Add the contact on the client’s Contacts tab with Send Invite Email ticked, or send an invite to someone already listed.

Before you start

Who can do this: Agency Owner or Admin
You need: The client already added in Clients.
The contact’s email address.
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.
Press Add Contact and fill in their first name, last name and email.
Tick Send Invite Email, which starts unticked here, then press Add Contact.
Already listed? Under Actions, press to send their first invite, or to resend it.

When it worked

Orbit confirms “Contact added”, or “Invite sent to” their email when you use [[icon:mail]]. [[Portal Access]] then shows Invited with when it was sent, and Active once they’ve accepted.

If something goes wrong

Orbit showssam@acme.com has already accepted their invite and has portal access.
Nothing to do: they’re Active and can sign in.
Orbit showsInvite already sent. Please wait 42s before sending another.
You can send one invite a minute to each contact. Wait, then try again.
Orbit showsThis contact has no email address. Add one before sending an invite.
Press the pencil on their row, add their email and press Update.
Orbit showssam@acme isn’t a valid email address. Edit the contact and try again.
Correct the email with the pencil on their row, then send the invite again.
Orbit showsUnable to send the invite right now. Please try again.
Wait a moment and press again.

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.

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.

A client contact’s first sign-in
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.