All guides, by feature
Set up a client’s brand kit
Add the client’s logos, colours, fonts and conventions on its Brand tab, then save. Sections you don’t override follow your agency’s kit.
Before you start
- Who can do this
- Agency Owner or Admin. Everyone else can view.
- 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 Brand tab.
Under Logos, press Upload on each slot you have, such as Primary or Favicon. Each logo saves as it uploads.
Fill in Colours, Typography, Conventions and Guidelines. Where a section shows , tick it to set this client’s own values.
Press Save brand kit.
When it worked
Orbit confirms “Brand kit saved.”
If something goes wrong
Orbit showsFile type not allowed
Use a PNG, JPEG, WebP or SVG file.
Orbit showsFile exceeds 2 MB limit
Make the file smaller than 2 MB and upload it again.
A section is greyed out.
It’s following your agency’s kit. Tick Client override to change it for this client.
How it works
Explainer: The client brand kit
A client’s brand kit holds its logos, colours, fonts and formatting conventions. Orbit uses it when it builds decks and reports for that client, and any section you don’t override follows your agency’s own kit.
| Section | What it holds |
|---|---|
| Logos | Five slots: Primary, Reverse (on dark), Mark, Wordmark and Favicon. PNG, JPEG, WebP or SVG, up to 2 MB each. |
| Colours | Primary, secondary, accent, ink and surface, plus Chart series colours. |
| Typography | Heading, body and mono fonts. |
| Conventions | Date format, Currency, Week starts and Decimals. Defaults: MMM D, YYYY; USD; Monday; 1. |
| Guidelines | Free text, such as tone, banned words and how to name things. |
| Deck & report templates | The client’s own .pptx, .docx or .xlsx templates, up to 40 MB each. |
- When your agency has its own kit in Settings › Branding, each section has a Client override box. Unticked, the section is greyed out and follows the agency’s kit.
- Logos save as soon as they upload. Everything else saves with Save brand kit.
- Name a template before you upload it: that name is what people pick from later.
- A template reads “Ready to use” once someone has confirmed its slots, the places Orbit fills.
- Owners and Admins can edit the kit. Everyone else sees it read-only.