All guides, by feature
Choose which clients a teammate can see
Select their Client Access cell in Team, pick what they can see, and save.
Before you start
- Who can do this
- Agency Owner or Admin
- You need
- They’ve accepted their invite and show as ACTIVE.
- 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 select the person’s cell.
Under What they can see, choose All clients, the option for their specialty, such as All Paid Search clients, or Assigned clients only.
For Assigned clients only, tick each client they should see. To mark them as a client’s lead, select the star beside that client.
Press Save.
When it worked
Orbit confirms “Access updated” and their Client Access cell shows what they can see, such as “3 assigned”.
If something goes wrong
Orbit showsThis member hasn’t accepted their invite yet — client access can be set once they do.
Wait until they show as ACTIVE in Team, then open their Client Access cell again.
The specialty option can’t be chosen.
Their specialty has no matching client service, so the option reads “— no mapped service”. Use Assigned clients only and tick their clients instead.
They say they can’t see a client.
Check the client is ticked under Assigned clients only, or switch them to All clients.
How it works
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.
| 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.
Explainer: Specialty Role: what it changes
A Specialty Role names the work someone does, such as Paid Search or Strategy. It doesn’t change what they’re allowed to do. It can decide which clients they see, and which Mission Control board they get.
Client Access can show someone every client with the service that matches their specialty, for example All Paid Search clients. Specialties with no matching service can’t use that option, so assign their clients one by one.
Mission Control is switched on for some agencies only. Where it is, the board follows the specialty. An Owner or Admin whose specialty has no board sees the Executive board.
| Specialty Role | Client service it matches | Mission Control board |
|---|---|---|
| Executive | None | Executive |
| Paid Search | PPC | Paid Search & Social |
| Paid Social | Paid Social | Paid Search & Social |
| Programmatic | Programmatic | Programmatic |
| Account Manager | None | Account Mgmt |
| Strategy | None | Strategy |
| Creative | Creative | None yet |
| Analytics | Analytics | Analytics |
| Other | None | None yet |