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Invite a teammate

4 stepsUpdated 12 Oct 2026

Invite them from Team and pick their role. Once they accept, choose which clients they can see.

Before you start

Who can do this: Agency Owner or Admin. Only an Owner can invite another 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 choose Invite Member.
Enter their email, then pick their , the work they do, and their , what they’re allowed to do: Owner, Admin, Manager or Specialist.
Press Send Invite. They show as until they accept.
After they accept, select their cell, choose which clients they can see, and press Save.

When it worked

They show as ACTIVE in Team, and their Client Access cell shows what they can see, such as “3 assigned”.

If something goes wrong

Owner isn’t in the System Role list.
Only an Owner can make someone an Owner. Ask an Owner to send the invite, or invite them as Admin and have an Owner change it.
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 select their Client Access cell again.
Orbit showsThis link has already been used or has expired. Each link works once.
They can press Send me a new link and enter their email. Or open the menu on their row and choose Resend Invite.
Orbit showsThe member was added but the invite email could not be sent. Check the email configuration, then use Resend invite.
Open the menu on their row and choose Resend Invite. If it fails again, email support.
A teammate sees no clients.
Their Client Access covers no clients: Assigned clients only with none ticked, or a specialty with no matching service. Select their Client Access cell and tick their clients.

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: 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.

What each Specialty Role is matched to
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

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.

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.