Orbit Knowledge Base

Find the help you need.

Intro to Members

A guide to all of the important features you need to know about Members.

View an individual member

A summary of the information displayed on a member profile - bio, member identities, Orbit level, tags, recent activities, topics, languages.

Add a member - all methods

Learn how to add a member to your Orbit workspace via Ready to Connect integrations, CSV, API + Zapier, Chrome extension, or manually.

Edit a member

How to edit a member profile, bulk-edit profiles, and a breakdown of what fields you can edit.

Merge duplicate members

Learn how to merge member profiles into a unified member profile.

Delete a member

Delete a member from your workspace temporarily or permanently, bulk-delete members

Add a tag to a member

Learn how to add member tags one-off, in bulk, or automatically when a certain activity occurs.

Add, edit, and delete notes on a member

Learn how to add, edit, and delete a note on a member profile.

Add an activity to a member

Add a custom activity to a single member profile, add a custom activity to multiple member profiles via CSV

CSV Import for Members and Activities

How to import Members and Activities to your workspace via CSV.

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