All guides, by feature
Accept your invite and set up your account
Press Accept invite in the email, confirm on the page that opens, then set a password. Your agency’s Dashboard opens.
Before you start
- Who can do this
- Anyone invited to an agency
- Where in Orbit
- Your name, bottom of the sidebar
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open the invite email. A team invite’s subject reads “You have been invited to” and your agency’s name. Press Accept invite.
On Accept your invitation, press . Orbit shows “Finishing sign-in…”.
On Set your password, enter a password of at least 8 characters in Password and Confirm password.
Press Continue.
Your Dashboard opens with a Welcome! banner linking to Create your first client, Build a media plan and Connect a data source.
When it worked
Your agency’s Dashboard opens, and you show as ACTIVE in Team.
If something goes wrong
Orbit showsThis link has already been used or has expired. Each link works once. Enter your email on the next screen and we’ll send you a new one.
Press Send me a new link, enter your email and press Send reset link. Orbit sends you a fresh invite.
Orbit showsThis link isn’t valid. It may have been cut off or changed by your email app. Enter your email on the next screen and we’ll send you a new one.
Copy the whole link from the email into your browser, or press Send me a new link.
Orbit showsPasswords do not match.
Type the same password in both boxes, at least 8 characters.
Orbit showsFailed to complete setup.
Press Continue again. If it keeps failing, email support@orbit.group.
Orbit showsYou’re signed in, but your account hasn’t been given access to a workspace yet. Your agency team can invite you — contact them and they’ll set it up.
Your invite wasn’t found. Ask an Agency Owner or Admin to resend it from Team.
How it works
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.
Explainer: How invites work
Orbit emails them an invite with an Accept invite button. Each link works once. If it’s been used or has expired, the page it opens lets them ask for a new one.
- The email’s subject reads “You have been invited to” followed by your agency’s name.
- They show as INVITED in Team until they accept, then ACTIVE.
- If their email already has an Orbit account, they get a sign-in link instead.
- An expired or used link shows “Can’t use this invite link” with a Send me a new link button. They enter their email to get a fresh one.
- While they’re INVITED, you can send it again: open the menu on their row and choose Resend Invite. It keeps the roles you picked.