📙

Create an Orbit workspace

Documentation

‣
Getting Started
📙
What is Orbit?
📙
Understanding the Orbit Model
📙
Orbit Glossary
‣
Workspaces
📙
Create an Orbit workspace
📙
Invite a teammate
📙
Enable SSO (Single Sign-On)
📙
Demo mode
‣
Programs
📙
Intro to Programs
📙
Create a Program
📙
Import a CSV of Applications
📙
Collect applications via a Web Form
📙
Connect third-party forms to receive new submissions to Program
📙
Review and Manage Applications
📙
Onboard Program Members
📙
Collect Contributions from your Members
📙
Manage Program Settings
‣
Members
📙
Intro to members
📙
View an individual member
📙
Preview a member
📙
Explore members via the members tab
📙
Add a member
📙
Edit a member
📙
Merge duplicate members
📙
Delete a member
📙
Add a tag to a member
📙
Add, edit, and delete notes on a member
📙
Add an activity to a member
📙
Mark profile as a teammate
📙
Send member to a webhook
‣
Activities
📙
Create an activity type
📙
Intro to activities
‣
Organizations
📙
Intro to organizations
📙
View an individual organization
📙
Identify an organization as a customer
‣
Reports
📙
Create a custom dashboard
📙
Drill down into reports
📙
Quickly build an activities chart
📙
Understanding sentiment analysis
‣
Automations
📙
Automations [deprecated]
📙
Webhooks
📙
Set up a manual webhook
📙
Workflows
📙
Slack notifications
📙
Set up an automated webhook
‣
Productivity
📙
Member lists
📙
Tags
📙
Manage tags
📙
Create a saved view
📙
Share a saved view
📙
CSV import for members and activities
📙
Using filters on the members tab
📙
Using filters on the activities and reports tabs
📙
Keyboard shortcuts
📙
Search
‣
Integrations
📙
All possible data integrations with Orbit
📙
DEV integration
📙
Discord integration
📙
Discourse integration
📙
GitHub integration
📙
HubSpot integration
📙
inSided integration
📙
LinkedIn integration
📙
Reddit integration
📙
Salesforce integration
📙
Slack integration
📙
Stack Overflow integration
📙
Twitter integration
📙
Twitter keywords integration
📙
YouTube integration
📙
Zapier integration
📙
Twitter DMs integration
‣
Tools
📙
Orbit API
📙
Export workspace data
📙
Delete workspace data
📙
API tokens
📙
Community Search
📙
Orbit Browser Extension
📙
Embeds
📙
Slack App
📙
Stripe Dashboard application
‣
FAQ
📙
How are historic Discord imports handled after initial set up?
📙
How can I filter members to only see those with notes added?
📙
How does member enrichment work?
📙
Is test data available to try in Orbit?
📙
What activities are tracked by each integration?
📙
What can I do if I imported a CSV with incorrect column headers?
📙
What's the difference between Activities and Tags?
📙
Why am I no longer designated as a teammate?
📙
Why are there differences between member counts on Orbit and Discord?
📙
Why can't I see the Plug & Play integrations?
📙
Why is my CSV file not importing?
📙
Will uninstalling an integration remove activities from Orbit?
📙
How is the new members table different from the old members table?

Create an Orbit workspace

Create a new Orbit account

Create your account here. You can use either an email address or a GitHub account to sign up.

Set up a new Orbit workspace

Once you've created your account and confirmed your account (you’ll see a link in your email), you'll be asked to create a workspace.

A workspace is the container for your community. This is where all data about your community members will live. It’s also where you’ll add integrations and invite teammates.

A screenshot of the Create a workspace form, showing a text input for the workspace name and a “Create workspace” button.
A screenshot of the Create a workspace form, showing a text input for the workspace name and a “Create workspace” button.

To create a workspace, add your name and the name of your workspace. This is usually the company or project name.

💡
You can create multiple workspaces, so you might create one for your company, but if you have personal repos or communities you'd like to track with Orbit, just create a separate workspace.

Next, select which community platforms you use, which you’ll connect to on the next screen.

image

Each platform you select will have different setup flows. Just click each and walk-thru the instructions.

If you want to add more integrations, you can always do so from your Workspace Settings later.

Once you’ve added your initial integrations, you’ll walk thru a quick tutorial about key Orbit concepts.

Awesome! Now that you’ve made your workspace, it’s time to add your community members.

DiscordXGitHubLinkedIn