All guides, by feature
Move an ad account to another client
Choose the new client in the account’s Assigned Client dropdown in Account Mapping. An account belongs to one client at a time.
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 Integrations and choose Account Mapping.
Set Status: to Mapped and find the account.
In its dropdown, choose the client it should belong to.
Or, from Clients: press Unlink on the old client’s Accounts tab, then Link Account on the new client’s.
When it worked
Orbit confirms “Mapping updated” with “Account assigned to client”, and the account shows under the new client’s [[Linked Ad Accounts]].
If something goes wrong
The client dropdowns are greyed out.
Only an Agency Owner or Admin can assign accounts. Ask one of them.
Orbit showsFailed to unlink
Only an Agency Owner or Admin can unlink accounts. If you are one, try again.
How it works
Explainer: What assigning an account does
Each ad account belongs to one client. That decides whose dashboards, reports, pacing and Data chat answers its data appears in.
- Until an account has a client, its data syncs but appears nowhere: not in dashboards, reports or Data chat.
- An account can belong to one client only.
- Assigning an account starts a sync straight away. Earlier days catch up as Orbit re-syncs them, up to 90 days back.
- When you choose accounts on a connection, Suggested means Orbit pre-filled a client because its name appears in the account’s name. Nothing is saved until you save.
- Find Accounts adds accounts already chosen on a connection that are missing from this list. It doesn’t fetch new accounts from the platform: to add those, open the connection from Integrations.
- Re-check account names from Google/Meta refreshes names for every connection whose accounts you pick from a list, not only Google and Meta. Google Analytics, Shopify and Amazon Marketplace aren’t included.