📒

How to add a new member

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
‣
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
📙
Stripe Dashboard application
📙
GitHub Chrome extension
📙
Slack App
📙
Orbit API
📙
API tokens
‣
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?

How to add a new member

To add a new member, all you need is their Twitter username, GitHub username, or email address.

  1. Click the Add member button in the members table.
    2. image
  2. Enter an email, GitHub, Twitter, and/or any other information you want to attach. You don’t need to add the name if you are providing a GitHub or Twitter username, it will be populated automatically. Click Submit. This will create the member and take you to their profile.
image
  1. Enrich the profile if you added an email. Click the Enrich Profile link on the profile. Then click Use This Email and follow the next steps.
    2. image
DiscordTwitterGitHubLinkedIn