All guides, by feature

Change a teammate’s role

3 stepsUpdated 13 Oct 2026

Pick a new System Role in their row in Team. It takes effect straight away.

Before you start

Who can do this: Agency Owner or Admin. Only an Owner can make someone an Owner.
Where in Orbit: Sidebar › Manage › Team

Steps

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

In the sidebar, open Team and find the person.
In their column, choose Owner, Admin, Manager or Specialist.
If you chose Specialist, the panel opens with Assigned clients only selected. Tick their clients and press Save.

When it worked

Their new role shows in the [[System Role]] column.

If something goes wrong

Owner is greyed out in the list.
Only an Owner can make someone an Owner. Ask an Owner to change it.
Orbit won’t change the last Owner.
An agency always keeps at least one Owner. Make someone else an Owner first, then change this person.
Someone moved off Specialist now sees every client.
Changing a Specialist to Owner, Admin or Manager gives them All clients. Open their Client Access cell to narrow it again.

How it works

Explainer: System Role: what each one can do

A System Role sets what someone can change in Orbit. Owners and Admins can do almost everything. Managers and Specialists work on plans, reports and pacing, and can view clients and connections without changing them.

Owner and Admin have the same permissions, with three exceptions. Only an Owner can make someone an Owner. The last Owner can’t be demoted or removed, so your agency always has one. And only an Admin can choose a client’s Trade Desk advertiser and push to The Trade Desk.

A System Role decides what someone can do. Which clients they can see is set separately, in their Client Access.

What each System Role can do
Task	Owner and Admin	Manager	Specialist
Add and edit clients	Yes	View only	View only
Connect, reauthenticate or delete platforms	Yes	View only	View only
Assign ad accounts to clients	Yes	View only	View only
Invite teammates and change their roles	Yes	No	No
Branding, report templates and agency goals	Yes	No	No
Choose what clients see in their portal	Yes	Yes	No
Create and edit media plans	Yes	Yes	Yes
Delete, archive or restore media plans	Yes	Yes	No
Change taxonomy	Yes	Yes	No
Build custom reports	Yes	No	No
Build AI Reports, where your agency has them	Yes	Yes	Yes
Send reports to clients	Yes	Yes	No
Set pacing targets and budgets	Yes	Yes	Yes
See margin and profit in pacing	Yes	No	No
Ask Data chat	Yes	Yes	Yes

Explainer: Client Access: which clients someone sees

Client Access sets which clients a teammate can see, along with those clients’ plans, reports, pacing and data. You set it per person once they’ve accepted their invite.

The three Client Access options
Option	What they see
All clients	Every client at your agency.
All Paid Search clients, or their own specialty	Every client with the service that matches their Specialty Role, including clients added later.
Assigned clients only	Only the clients you tick. Star one to mark them as that client’s lead.

Until you choose, a new teammate sees all clients. Set their access as soon as they show as ACTIVE.
Changing someone to Specialist switches them to Assigned clients only and opens the panel so you can tick their clients. Changing them to another role gives them all clients again.
Someone with no clients, such as Assigned clients only with none ticked, sees no client data, pacing or insights.