All guides, by feature
Profile and account
Your contact details, password, sign-in and personal connections.
At a glance
- Where in Orbit
- Your name, bottom of the sidebar
- Who can use it
- Everyone at your agency, for their own account. Connections, the Morning loop and Voice need Mission Control.
What it’s for
Your profile is yours alone. Open it from the menu under your name at the bottom of the sidebar. Overview shows your contact details and address, Security is where you change your password, and Connections links your own Gmail and Google Calendar to Mission Control.
You sign in with your email and password, or with a one-time magic link. Every link Orbit emails you opens a page with one button and works once. If a link has expired, that page offers you a fresh one.
After you sign in, Orbit takes agency staff to the Dashboard and client contacts to their client’s portal. A login belongs to one agency.
Where Orbit has switched on Mission Control for your agency, your profile also sets when your morning brief runs and whether you can talk to your board.
Guides
Questions
I forgot my password. How do I get back in?
On the sign-in page, choose Forgot password?, enter your email and press Send reset link. The link in the email works once.
My link says it has expired or was already used. What now?
Each link works once. The page it opens has a button for a fresh one, such as Send me a new link for an invite or Request a new reset email for a password reset.
Get a new link when yours has expiredWhen a link has expired or was already used
How long does a sign-in or reset link last?
Orbit doesn’t show a time. Each link works once, and if it has expired, the page it opens lets you ask for a new one.
Did our email security scanner use up my link?
No. Orbit’s links open a page with a button, and only pressing the button uses the link. A scanner opening it doesn’t.
Why didn’t my magic link arrive?
Magic links go only to emails that already have an Orbit login, and the page says “sent” either way. Check you used the email you were invited with. Not accepted your invite yet? Use Forgot password? to get a fresh invite.
I never accepted my invite. Can I use Forgot password?
Yes. Orbit sends you a fresh invite instead of a reset link. Accept it and set your password.
Accept your invite and set up your accountWhen a link has expired or was already used
Do I need a password if I sign in with magic links?
You set one when you first accept your invite. After that you can sign in either way: with your password, or with a magic link.
Can I sign in with Google?
No. Orbit has no Google sign-in. Use your email and password, or Send Magic Link.
Can I sign up for Orbit myself?
No. Orbit creates agencies, and everyone else joins by invite. Ask an Agency Owner or Admin to invite you.
What are the password rules?
At least 8 characters.
Is there two-factor authentication?
No. Orbit doesn’t offer two-factor authentication, so there’s nothing to switch on. Security shows it as “Not set up yet.”
Can I see where I’m signed in?
No. Orbit doesn’t list your devices or sessions.
Is there a “remember me” option?
No. The sign-in page has no “remember me” box.
How do I sign out?
Select your name at the bottom of the sidebar and choose Logout.
Where do I land after signing in?
Agency staff land on the Dashboard. Client contacts land in their client’s portal.
Why was I sent to the client portal?
Your login is set up as a client contact, not agency staff, so Orbit takes you to a client’s portal. If you work at the agency, email support@orbit.group to have it checked.
What does “No workspace yet” mean?
You’re signed in, but your login isn’t part of an agency or a client portal. Ask an Agency Owner or Admin to invite you from Team.
Can I belong to two agencies?
No. A login belongs to one agency. Accepting another agency’s invite doesn’t move you; you stay in your first agency.
Can I use the same email as agency staff and as a client contact?
No. A login is either agency staff or a client contact, not both. Use a different email address for client portal access.
Do invite emails come from our agency?
They carry the Orbit logo. Team invites name your agency in the subject: “You have been invited to” and your agency’s name.
Can I change my email address?
Not from your profile: Edit shows your email as read-only. Email support@orbit.group if it needs to change.
How do I change my name?
Open Profile from the menu under your name, press Edit, change Full name and press Save. Your name in Team changes too.
Change your name, phone, department or timezoneWhat’s on your profile, and where to change it
How do I add a profile photo?
You can’t. Orbit has no photo upload, so it shows your initial instead.
How do I change my department?
On Profile, press Edit, change Department under Contact and press Save.
Change your name, phone, department or timezoneWhat’s on your profile, and where to change it
Why does my department show my specialty?
When Department is empty, your profile shows your Specialty Role from Team. Type your own department on Edit to replace it.
Change your name, phone, department or timezoneWhat’s on your profile, and where to change it
How do I change my password?
Open Profile, then the Security tab, and press Change password. Enter the new one twice and press Update password.
Do I need my current password to change it?
No. While you’re signed in, the form asks only for the new password, twice.
Can I delete my account?
Not yourself. Contact support at support@orbit.group to delete your account.
What is the Agent access log on my Security tab?
It lists the reads Orbit’s agents made on your behalf: the last 30 steps from your 15 most recent runs. Select it to open the list.
Why don’t I see the Connections tab on my profile?
It shows only where Orbit has switched on Mission Control for your agency.
Can my Admin or Owner see my Gmail through Orbit?
No. Orbit reads your Gmail and Calendar as you, for your own board only. Nobody else at your agency sees what comes back.
Connect Gmail and Google CalendarGmail and Google Calendar: what Orbit reads and keeps
What does Orbit keep from my Gmail and Calendar, and for how long?
From Gmail: subject lines with email addresses removed, sender names and domains, previews, labels and times, for 14 days. From Calendar: titles, times, locations and invite counts, for 2 days. Never message bodies.
Can I connect two Gmail accounts?
No. Each person can connect one Gmail and one Google Calendar.
How do I remove my Gmail and Calendar data from Orbit?
On Security, press Disconnect and delete cached data and confirm. It disconnects both and deletes what Orbit kept, including your morning briefs. It works even if your agency’s Mission Control has since been switched off.
Disconnect Gmail or Google CalendarGmail and Google Calendar: what Orbit reads and keeps
Can my morning brief run earlier or later?
Pick 05:00, 06:00, 07:00 or 08:00 on your profile’s Morning loop card. Other times aren’t offered.
Choose when your morning brief runsThe morning loop: when your brief runs
Does my morning brief run at weekends?
No. It runs Monday to Friday only.
Why does my Morning loop say “Not scheduled yet”?
Orbit creates your schedule once you have a Mission Control seat and Gmail or Google Calendar connected. Connect one on the Connections tab.
Choose when your morning brief runsThe morning loop: when your brief runs
Can voice approve things for me?
No. Voice can stage an item, but anything that needs approval needs your tap. There’s no spoken path to it.
Will my board start talking when I open it?
Only if you tick Read my brief aloud when I open the board on your profile’s Voice card. Voice is off until you turn it on.
Turn on voice for Mission ControlVoice settings for Mission Control
Why don’t I see Mission Control or Goals in the sidebar?
They show only where Orbit has switched on Mission Control for your agency.
Why don’t I see Marketing Mix Modeling?
It shows only where Orbit has switched on Marketing Mix Modeling for your agency.
Is there a search bar or Cmd-K menu?
No. Orbit has no search bar or command palette. Use the sidebar to move around.
Are there keyboard shortcuts?
Only two. Escape closes menus and the narrow-screen sidebar. Where Mission Control voice is on, holding Space on your board lets you talk.
How do I switch to dark mode?
Press the moon button at the top right. Press the sun to switch back. Orbit remembers your choice in this browser only.
Does dark mode change what my clients see?
No. It changes Orbit in your own browser only.
Where are my notifications?
Under the bell at the top right. It checks for new ones every 30 seconds and lists the newest 50. Mark all read clears the badge.
What does Getting Started in my menu do?
It takes you to your Dashboard, where the Welcome! banner links to three first steps: Create your first client, Build a media plan and Connect a data source.
How it works
Explainer: What’s on your profile, and where to change it
Your profile shows your name, email, contact details and address. Change them with Edit on your profile. Your email and photo can’t be changed there.
| Detail | Notes |
|---|---|
| Full name | Changing it also updates your name in Team. |
| Phone | Free text. |
| Timezone | Pick from the full list of timezones, or Not set. |
| Department | Left empty, your profile shows your Specialty Role from Team. |
| Birthday | You can set it on Edit. It isn’t shown on your Overview. |
| Address | Line 1, Line 2, City, State, Postal and Country. |
| Read-only. | |
| Last login | When you last signed in. Orbit fills it in. |
- Only you can edit your profile.
- There’s no photo upload. Orbit shows your initial instead.
- If you have a Mission Control seat, a badge on your profile names it, such as “Executive seat”.
Explainer: How emailed sign-in links work
Every link Orbit emails you, for an invite, a magic link or a password reset, opens a page with one button. The link is used only when you press that button, and each link works once.
| Link | Button in the email | Page it opens | Button to press |
|---|---|---|---|
| Invite | Accept invite | Accept your invitation | Accept invitation |
| Magic link | Sign in to Orbit | Sign in to Orbit | Sign in |
| Password reset | Reset password | Confirm it’s you | Set a new password |
- Opening a link doesn’t use it up. Only pressing the button does, so an email security scanner that opens links first won’t spend yours.
- Each link works once. Orbit doesn’t show how long a link lasts; if it has expired, the page tells you and offers a new one.
- Didn’t ask for the email? Ignore it. Nothing changes until someone presses the button.
- Magic links go only to emails that already have an Orbit login. The sign-in page says the link was sent either way.
- These emails carry the Orbit logo, not your agency’s.
Explainer: When a link has expired or was already used
A used, expired or broken link opens a page that says what happened and offers a fresh link. The button depends on the kind of link.
| Link | Page title | What to press |
|---|---|---|
| Invite | “Can’t use this invite link” | Send me a new link, then enter your email. Orbit sends a fresh invite. |
| Magic link | “Can’t use this sign-in link” | Back to sign in, then send a new magic link. |
| Password reset | “Can’t reset your password” | Request a new reset email, then enter your email. |
- “This link has already been used or has expired. Each link works once.” It was used, or its time ran out.
- “This link isn’t valid. It may have been cut off or changed by your email app.” Copy the whole link into your browser, or ask for a new one.
- “We couldn’t confirm this link.” Something else went wrong. Ask for a new one.
- If you haven’t accepted your invite yet, Forgot password? sends you a new invite instead of a reset link.
- Orbit sends a new invite to the same address at most once a minute.
Explainer: Where Orbit takes you after you sign in
Orbit sends you to your home after you sign in: agency staff go to the Dashboard, and client contacts go to their client’s portal.
| Your login | Where you land |
|---|---|
| Agency staff: Owner, Admin, Manager or Specialist | Your agency’s Dashboard. |
| A client contact | Their client’s portal. |
| First time, after accepting an invite | Set your password, then your home. |
| Signed in, with no agency or client access | A page saying “No workspace yet”. |
- A login is either agency staff or a client contact, not both.
- A login belongs to one agency.
- Agency pages send client contacts to their portal.
Limits: What your Orbit login can’t do
A few things Orbit doesn’t offer for your login, so you don’t go looking for them.
- One agency per login. Accepting a second agency’s invite doesn’t move you; you stay in your first agency.
- A login is agency staff or a client contact, not both.
- No self sign-up. Orbit creates agencies, and everyone else joins by invite.
- No Google sign-in. Sign in with your email and password, or a magic link.
- No two-factor authentication.
- No list of the devices you’re signed in on, and no “remember me” option.
- Passwords need at least 8 characters.
- No profile photo upload. Orbit shows your initial.
- Your email is read-only on your profile.
- You can’t delete your own account. Contact support.
Explainer: Gmail and Google Calendar: what Orbit reads and keeps
Connecting your Gmail and Google Calendar lets Mission Control fill your board with threads waiting on a reply, drafts for your approval and today’s calendar. Orbit reads them as you, for your board only.
| Detail | Gmail | Google Calendar |
|---|---|---|
| Used for | Threads waiting on a reply, and drafts held for your approval | Today on your Mission Control board |
| What Orbit keeps | Subject lines with email addresses removed, the sender’s name and company domain, Gmail’s preview, labels and times | Titles, times, locations and how many people are invited |
| Kept for | 14 days | 2 days |
| Never kept | Message bodies, and email addresses except the invite list of a meeting you ask Orbit to schedule | Attendee email addresses |
- Nobody else at your agency sees what comes back, not your Admin and not your Owner.
- What Orbit keeps is encrypted with a key unique to you.
- To draft a reply or spot a reschedule request, an agent reads a message body live, then discards it.
- For Calendar, attendee domains are checked against your clients, and only the match is kept.
- One Gmail and one Google Calendar per person.
- Disconnecting deletes what Orbit kept from that connection. Disconnect and delete cached data on Security also deletes your morning briefs and undecided meeting proposals. Your account, your artifacts and your decided approvals stay.
- Only for agencies with Mission Control. Without it, the Connections tab is hidden.
Explainer: The morning loop: when your brief runs
On weekday mornings, Orbit’s agents refresh what they can see, rank the three things that matter most and hold anything that needs your tap, ready on your Mission Control board. You choose whether it runs and at what hour.
- Orbit creates your schedule once you have a Mission Control seat and Gmail or Google Calendar connected. It starts on, at 07:00.
- It runs Monday to Friday. You can pick 05:00, 06:00, 07:00 or 08:00.
- The card shows when it runs next and when it last ran.
- If a scheduled run fails, Orbit tries it once more.
- Turning it off stops it until you turn it back on.
- It reads as you, and only for your own board.
- Your seat follows your Specialty Role in Team. An Agency Owner or Admin sets that.
Explainer: Voice settings for Mission Control
Voice lets you ask your Mission Control board a question out loud and have your brief read to you. It’s off until you turn it on, and it can never approve anything.
| Setting | What it does | Starts |
|---|---|---|
| Let me talk to my board | Turns voice on. Hold Space on your board to ask a question. | Off |
| Read my brief aloud when I open the board | Reads your brief when the board opens. Needs voice on. | Off |
| Voice | Alloy, Echo or Shimmer. | Alloy |
| Speed | 0.9×, 1×, 1.15× or 1.3×. | 1× |
- Each setting saves when you change it.
- Preview reads your latest brief aloud. Before your first brief, it says “No brief to read yet”.
- Answers come from the board your morning loop already worked out.
- “Voice cannot approve anything. Anything that moves money needs your tap — there is no spoken path to it.”
- Space is ignored while you’re typing in a box.