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Choose what a client sees in their portal

3 stepsUpdated 13 Oct 2026

Client Navigation switches portal features on or off for each client, and changes save instantly.

Before you start

Who can do this: Agency Owner, Admin or Manager
You need: At least one client, added in Clients.
Where in Orbit: Sidebar › Manage › Settings

Steps

Tick a step’s number when it’s done. We’ll remember where you were.

In the sidebar, open Settings and choose the Client Navigation tab.
Pick the client from the Client dropdown.
Switch each feature on or off: Dashboard, Media Plans, Reports, Creative Library, Documents and the rest.

When it worked

Each switch saves the moment you flip it; there’s no Save button. The client sees the change the next time a page loads in their portal.

If something goes wrong

A switch flips back and a red box says “Forbidden”.
Only an Agency Owner, Admin or Manager can change what clients see. Ask one of them, or ask to have your role changed in Team.
Orbit showsNo clients found for your agency.
Add a client in Clients first, then come back.
Orbit showsFailed to update setting
Orbit couldn’t save it. Flip the switch again.
You turned Dashboard off, but the client still sees their dashboard.
The Dashboard switch hides the sidebar link only. Clients still land on their dashboard after signing in.
Your client can’t see Media Plans.
Media Plans starts off for every client. Switch Media Plans on for that client.

How it works

Each switch shows or hides one section of a client’s portal. Turning a section off removes it from their sidebar and stops its pages opening, except Dashboard, which only loses its link.

The Client Navigation switches, in on-screen order
Switch	Starts	When it’s off
Dashboard	On	Hides the sidebar link only. Clients still land on their dashboard after signing in.
Media Plans	Off	Hides the link. Their plans can’t be opened or approved.
Reports	On	Hides the link. Their reports can’t be opened.
Creative Library	On	Hides the link. The page can’t be opened.
Documents	On	Hides the link. The page can’t be opened.
Requests	On	Hides the link. The page can’t be opened.
Invoices	On	Hides the link. The page can’t be opened.
Tools	On	Hides the link. Tools, including the email hasher, can’t be opened.
Talk to Your Data	On	Their data chat stops working. It never has a sidebar link.

Settings are per client. There’s no all-clients switch and no agency-wide default.
Each switch saves when you flip it. There’s no Save button.
The client sees the change the next time a page loads in their portal.
The portal’s Settings link is always shown. It has no switch.
It changes the client portal only. Your team’s sidebar stays the same.
Clients can’t change these themselves.

Explainer: Who can change each part of Settings

Everyone at your agency can open Settings. Owners, Admins and Managers choose what clients see; only Owners and Admins change branding.

Agency Owners, Admins and Managers can change Taxonomy. It has no view-only mode: anyone who can open it can edit it.

On Branding, everyone else sees your logo and brand kit with the note “Only Agency Owners and Admins can update branding.” The fields are greyed out and the save buttons are hidden.

Your agency’s name isn’t in Settings. Only Orbit can change it.

Who can do what in Settings
Task	Owner and Admin	Manager	Specialist
Turn portal sections on or off	Yes	Yes	No
Upload or remove the agency logo	Yes	No	No
Edit the brand kit and its logos	Yes	No	No
Pull a brand from a website	Yes	No	No
Upload and set up templates	Yes	No	No
View branding and templates	Yes	Yes	Yes