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Show media plans in a client’s portal

4 stepsUpdated 13 Oct 2026

Media Plans is off for every client until you switch it on in Client Navigation, one client at a time.

Before you start

Who can do this
Agency Owner, Admin or Manager
Where in Orbit
Sidebar › Manage › Settings

Steps

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

  1. Open Settings. The Client Navigation tab opens first.

  2. Pick the client from the Client dropdown.

  3. Switch on. It saves straight away.

  4. Repeat for each client who should see their plans.

When it worked

The client sees Media Plans in their portal sidebar the next time a page loads.

If something goes wrong

  • The client still can’t open Media Plans.

    Check you switched it on for the right client in the Client dropdown. Each client has its own switches.

  • The 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.

How it works

Explainer: Client Navigation: what each switch does

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
SwitchStartsWhen it’s off
DashboardOnHides the sidebar link only. Clients still land on their dashboard after signing in.
Media PlansOffHides the link. Their plans can’t be opened or approved.
ReportsOnHides the link. Their reports can’t be opened.
Creative LibraryOnHides the link. The page can’t be opened.
DocumentsOnHides the link. The page can’t be opened.
RequestsOnHides the link. The page can’t be opened.
InvoicesOnHides the link. The page can’t be opened.
ToolsOnHides the link. Tools, including the email hasher, can’t be opened.
Talk to Your DataOnTheir 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.