Getting started with Orbit Growth
What this page is — the first visit to Orbit Growth, step by step: who can see it, where it appears, and the three checklist steps that make a project ready.
What it is for — getting one project from "Growth was just added to our plan" to a checklist that reads 3 of 3 done, with the right people able to see it and the right people able to change it.
The problem it solves — Growth has five permissions spread over two modules, and a user who holds the wrong mix sees a cockpit with no way into its settings, or settings with no Save button. This page says which role gives which view before you hand anything out.
Routes: /org/growth · /org/growth/settings
1. Where Growth appears
Once Orbit Growth is in the organisation's plan, it shows up in six places.
| Place | Entry | Opens |
|---|---|---|
| Sidebar, group Orbit Growth | Growth Cockpit | The cockpit for the selected project |
| Header settings menu (the gear) | Growth Settings | The Growth Settings area |
| The cockpit itself | The gear icon at the top right, tooltip Growth settings | The same Growth Settings area |
| The main Cockpit (Overview) | The Orbit Growth card | The Growth Cockpit. See the card on the main Cockpit |
| Quick Create, the plus icon in the header | Set up brand kit and Add business website | The Brand Kit section with its editor open, and the Business section |
| The search in the header | Growth Cockpit, Growth Settings, Growth Business Website, Growth Brand Kit | The screen named |
Quick Create
The plus icon in the header, tooltip Quick Create, opens a box headed Quick Actions with a Search actions… field. Growth adds two actions to it.
| # | Element | What it does |
|---|---|---|
| 1 | The plus icon | Opens and closes the box |
| 2 | Search actions… | Narrows the list as you type |
| 3 | Set up brand kit | Opens Growth Settings on Brand Kit with the editor already open |
Add business website, not shown in this filtered list, opens Growth Settings on Business.
The search matches the name of the action and nothing else. Typing brand finds Set up brand
kit, and typing website finds Add business website. Typing growth finds neither, because the
word is not in either name.
Both actions are for people who may change the settings. They are listed only for roles that hold Edit Growth Settings: website address and brand kit.
Search
The search in the header finds Growth's screens by name. All four entries are listed under Orbit Growth: Growth Cockpit, Growth Settings, Growth Business Website and Growth Brand Kit.
Each entry is shown only to users whose role allows it, which is the subject of the next section.
2. Who can see what
The package
Nobody in the organisation sees Growth until the plan includes Orbit Growth. Adding it also adds Orbit Pulse, because Growth depends on it. See Growth needs Orbit Pulse.
The five permissions
These are the names the role editor shows.
| Permission | What it allows |
|---|---|
| Show Growth Cockpit in the Orbit Growth sidebar. | The Growth Cockpit entry in the sidebar |
| Open the Growth Cockpit and see setup status. | Opening the cockpit and reading the checklist |
| Show Growth Settings in the header settings menu. | The Growth Settings entry in the header settings menu |
| View Growth Settings, including the brand kit. | Opening Growth Settings and reading both sections. Also shows the gear on the cockpit and the links in the first two checklist rows |
| Edit Growth Settings: website address and brand kit. | Saving the website address, editing the brand kit and uploading a logo |
The three role templates
When you create a role on the organisation's roles screen, Use Template offers three ready-made Growth roles.
| Template | Cockpit | Growth Settings | Can save |
|---|---|---|---|
| Orbit Growth Viewer | Sees it and reads the checklist | Cannot open it. The checklist rows for the website and the brand kit carry no link | No |
| Orbit Growth Member | Sees it and reads the checklist | Opens both sections, read-only | No |
| Orbit Growth Administrator | Sees it and reads the checklist | Opens both sections | Yes |
All three see the Orbit Growth card on the main Cockpit. Only the Administrator has the two Quick Create actions.
Everything a Member can do in Growth is look. The website field shows You can view this setting but not change it. and the Brand Kit section has no Edit button. If somebody needs to fill in the checklist, give them the Administrator template or the edit permission.
The project
Growth is per project, and it checks membership. A user with the right role who is not a member of the selected project gets You are not a member of this project. instead of the checklist. Add them under Project Access Control.
The third checklist row links to Tools Integrations. That link is shown only to users who hold View Connected Accounts, which is not a Growth permission.
3. The first visit
- Select the project in the project selector at the top of the screen.
- Open Orbit Growth → Growth Cockpit in the sidebar.
- Read How Growth works: four stages, repeated every week, so your marketing keeps improving.
- Look at Setup checklist. Its badge counts what is finished, for example 1 of 3 done.
If you press Get started at this point, a notice titled Discovery is coming next tells you that the discovery questionnaire is not available yet and asks you to finish the checklist meanwhile. Nothing is started and nothing is charged.
4. The three checklist steps
| # | Row | Link while pending | What to do | Turns to Done when |
|---|---|---|---|---|
| 1 | Business website | Add website | Type the project's public web address and press Save | An address is saved for this project |
| 2 | Brand kit | Set up brand kit | Press Edit, review the values, and press Save in the drawer | A brand kit has been saved for this project |
| 3 | Facebook Page connected | Connect | Connect a Facebook Page under Tools Integrations | The project can use a connected Facebook Page |
Step 1 — Business website
Add website opens Growth Settings → Business. Type the address and press Save. You may
leave out https://; it is added for you. The row then shows the saved address in place of its hint.
Details: Business website.
Step 2 — Brand kit
Set up brand kit opens Growth Settings → Brand Kit. If the project or the organisation already has branding, the colours and the logo are filled in for you, with a message such as Copied from your store branding. Review and save.
The copied values are a suggestion. The checklist row stays Pending until somebody opens Edit and presses Save, even if they change nothing.
Details: Brand Kit.
Step 3 — Facebook Page connected
This row is marked Optional for now while it is pending. Its hint reads Needed later, when Growth starts publishing posts for you. It turns to Done when the project can use a connected Facebook Page, either one connected for this project or one connected for the whole organisation. An ad account or a business connection does not count, and neither does a connection that has expired.
You can leave this step until later. The first two are the ones that need your own decisions.
5. Why you would use it this way
Doing the steps in checklist order saves a return trip. The website comes first because it is one field and needs no discussion. The brand kit comes second because it usually needs a second person: the one who knows which blue is the right blue. The Facebook connection is last because it may already be there, and because it is not needed until Growth publishes.
Giving only one or two people the Administrator template is also deliberate. A brand kit that anybody can edit drifts, and every later piece of content would inherit the drift.
6. Worked example
A dental practice has one project, City Clinic, and three people who need Growth.
| Person | Role given | What they see |
|---|---|---|
| Asha, the practice manager | Orbit Growth Administrator | Cockpit, both settings sections, Save and Edit |
| Ravi, front desk | Orbit Growth Member | Cockpit and both settings sections, without Save or Edit |
| The owner | Orbit Growth Viewer | Cockpit only. The first two rows have a badge and no link |
Asha opens the cockpit: 1 of 3 done. She follows Add website, types cityclinic.example.com,
and saves; the field now reads https://cityclinic.example.com. She follows Set up brand kit, finds
two colours copied from the organisation's branding, uploads the logo, picks Warm and personal as
the tone, types cheap, painless under Words to avoid, and saves.
The owner refreshes the cockpit and sees 3 of 3 done without being able to change any of it.
7. Field reference — what each step asks for
| Step | Field | Required | Rule in one line |
|---|---|---|---|
| Business website | Website address | To complete the step | A web address with a domain name, up to 2,000 characters |
| Brand kit | Logo | No | PNG, JPG or WebP, up to 2 MB |
| Brand kit | Primary colour, Secondary colour, Accent colour | No | A six-digit hex code such as #1A2B3C |
| Brand kit | Heading font, Body font | No | Chosen from a list of twelve |
| Brand kit | Tone of voice | No | Chosen from a list of six |
| Brand kit | Words to avoid | No | Free text, up to 500 characters |
No brand kit field is required. Saving an empty kit still completes the step, which is rarely what you want.
8. Before this works — what an administrator sets up
| Needed | Without it |
|---|---|
| Orbit Growth in the plan (Orbit Pulse comes with it) | No Orbit Growth group in the sidebar |
| A role built from one of the three templates, or from the five permissions | No cockpit entry, or no way into settings |
| Project membership for each user | You are not a member of this project. |
| View Connected Accounts for whoever will connect Facebook | The third row shows its badge and no link |
| Existing store, portal or organisation branding | The brand kit opens empty instead of pre-filled. That is fine; it only means more typing |
9. Troubleshooting
| Symptom | Cause |
|---|---|
| The cockpit shows Select a project | No project is selected. Choose one in the project selector |
| The checklist rows show a badge and no link | Your role cannot open Growth Settings. It needs View Growth Settings, including the brand kit. |
| You can open Growth Settings and there is no Save or Edit | Your role can view and not edit. It needs Edit Growth Settings: website address and brand kit. |
| The brand kit looks filled in and the row still says Pending | The values are a pre-fill. Open Edit and press Save |
| Growth Settings is missing from the header settings menu and the cockpit gear works | The role has the view permission without Show Growth Settings in the header settings menu. |
| The Facebook row has no Connect link | Your role lacks View Connected Accounts |
Typing growth in Quick Create finds nothing | Quick Create matches the action's name. Type brand or website |
| Quick Create has no Growth actions at all | Your role can view Growth Settings and cannot edit them |
10. Related
| What exists today and what is coming | Overview |
| Every element of the cockpit | Growth Cockpit |
| The settings sections | Business website · Brand Kit |
| Building roles | Roles and permissions |