All guides, by feature
Link a Slack channel or other workspace to a client
Add it under Linked Workspaces on the client’s Accounts tab.
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 Accounts tab.
Under , press Link Workspace.
Pick the Source, Slack, Monday, Drive or Email, and fill in its Channel, Board, Folder or Domain.
Add a Display name (optional) or Detail (optional) if you like, then press Link Workspace.
When it worked
Orbit confirms “Workspace linked” and the link appears in the table.
If something goes wrong
Orbit showsChannel is required
Fill in the Channel, Board, Folder or Domain for the source you picked.
You need to change or remove a link.
Press the pencil on its row to edit it, or unlink it and confirm with Unlink. Drive links show an open-folder icon instead of a pencil.
How it works
Explainer: Linked Workspaces
Linked Workspaces records which Slack channel, Monday board, Drive folder or email domain belongs to a client. It’s on the client’s Accounts tab, below its ad accounts.
| Source | What you enter |
|---|---|
| Slack | Channel, such as #acme |
| Monday | Board, such as Client Delivery |
| Drive | Folder: a shared folder’s name or URL |
| Domain, such as acme.com |
- Each link can also have a Display name (optional) and a Detail (optional), such as a tag or a member count.
- Orbit adds an Email link for the primary contact’s email domain the first time someone opens the tab. Its Linked column reads “auto · from Contacts”.
- Where your agency has Mission Control, Orbit uses the Email domains here to match emails and calendar events from teammates’ connected Gmail and Google Calendar to this client.
- Unlinking a workspace doesn’t delete anything already synced.