> ## Documentation Index
> Fetch the complete documentation index at: https://docs.meetorbis.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Account setup

> Learn how to create your Orbis account, complete onboarding, and configure your profile, notifications, and appearance settings.

## Creating an account

Orbis uses Google OAuth for authentication — there is no separate username or password to manage.

To create an account:

1. Go to [app.meetorbis.com](https://app.meetorbis.com).
2. Click **Sign in**.
3. Choose the Google account you want to use with Orbis.
4. Review and accept the requested permissions, then click **Continue**.

Orbis will create your account and redirect you to the onboarding wizard.

<Note>
  Orbis' use of Google account data follows the [Google API Services User Data Policy](https://developers.google.com/terms/api-services-user-data-policy), including the Limited Use requirements. You can review connected permissions at any time in your Google Account settings.
</Note>

If you already have an account, clicking **Sign in** with the same Google account signs you back in automatically.

***

## Completing the onboarding wizard

When you sign in for the first time, Orbis walks you through a four-step onboarding flow to get your workspace ready.

<Steps>
  <Step title="Sync your Google data">
    Orbis begins syncing your Google Contacts, Gmail, and Google Calendar immediately after you authenticate. The onboarding screen shows the sync status for each service. You don't need to wait — syncing runs in the background and you can move on to the next step.

    | Service         | What it syncs                           |
    | --------------- | --------------------------------------- |
    | Google Contacts | People from your address book           |
    | Gmail           | Email threads linked to contacts        |
    | Google Calendar | Meetings and events linked to attendees |
  </Step>

  <Step title="Complete your profile">
    Fill in your company's website URL, your role, and a short description of your company. Orbis uses this information to personalize AI-generated suggestions and email drafts.

    All fields are optional. You can skip this step and update your profile later from **Settings → Profile**.
  </Step>

  <Step title="Connect your LinkedIn network">
    Request a data export from LinkedIn so you can import your connections, messages, and profile history. Click **Open LinkedIn data export** to go directly to LinkedIn's export settings and request the "Larger data archive" ZIP file.

    LinkedIn exports can take up to 24 hours to arrive. Once you have the file, you can upload it directly in the onboarding wizard or later from **Settings → Tools → LinkedIn Archive**.
  </Step>

  <Step title="Import existing contacts">
    Upload a CSV file of contacts you already have. Orbis maps your columns to contact fields during import and handles deduplication automatically.

    You can skip this step and import later from **Contacts → Actions → Import Contacts**.
  </Step>
</Steps>

When you finish the last step, click **Finish setup** and Orbis takes you to your Contacts page.

***

## Profile settings

Your profile controls the personal information and company context Orbis uses across the product.

To access profile settings, go to **Settings → Profile** (or navigate to [app.meetorbis.com/settings](https://app.meetorbis.com/settings)).

### Personal information

| Field          | Description                                                                                                                     |
| -------------- | ------------------------------------------------------------------------------------------------------------------------------- |
| First name     | Your display name in Orbis                                                                                                      |
| Last name      | Optional                                                                                                                        |
| Email          | Read-only. Your primary email is managed through your Google Account.                                                           |
| Personal email | An optional secondary email (e.g. a Gmail address) used for contact enrichment, useful if your primary email is a work address. |
| Language       | Your preferred display language                                                                                                 |
| Bio            | A short description of yourself                                                                                                 |
| URLs           | Links to your website, blog, or social profiles                                                                                 |

### Company information

| Field               | Description                                                                   |
| ------------------- | ----------------------------------------------------------------------------- |
| Company domain      | Your company's website URL (e.g. `https://example.com`)                       |
| Your role           | Your title at the company — choose from the provided list                     |
| Company description | A short description of what your company does, used to improve AI suggestions |

### Saving changes

Click **Update profile** to save your changes.

### Security

Orbis accounts are secured through Google. To manage password, two-factor authentication, or other security settings, visit [myaccount.google.com/security](https://myaccount.google.com/security) directly.

***

## Notification preferences

To configure notifications, go to **Settings → Notifications**.

### In-app notifications

Choose which activity triggers notifications inside Orbis:

* **All new messages** — notify on all new activity
* **Direct messages and mentions** — only notify when you're directly involved
* **Nothing** — disable in-app notifications

### Email notifications

| Notification type    | Default        | Description                                  |
| -------------------- | -------------- | -------------------------------------------- |
| Communication emails | Off            | Updates about your account activity          |
| Marketing emails     | Off            | News about new features and product updates  |
| Social emails        | On             | Notifications about activity in your network |
| Security emails      | On (always on) | Alerts about account security events         |

Click **Update notifications** to save your preferences.

***

## Appearance settings

Orbis supports light mode, dark mode, and system-aware theming.

To toggle between light and dark mode, click the theme switch in the top navigation bar. The switch icon shows a sun (light) or moon (dark) depending on the current setting.

By default, Orbis follows your system appearance preference. If you set a manual theme, Orbis remembers your preference across sessions.

### RTL support

Orbis supports right-to-left (RTL) layouts for languages that require it. RTL mode activates automatically based on your language setting.

***

## Connected accounts

You can connect up to five Google accounts to Orbis. Each connected account syncs its own Gmail, Google Calendar, and Google Contacts data.

To manage connected accounts, go to **Settings → Connected Accounts**.

From this page you can:

* **Add an account** — click **Add Account** and complete the Google OAuth flow
* **Set a primary account** — the primary account is used as the default for sending and syncing
* **Disconnect an account** — pauses syncing; your existing data is preserved and available if you reconnect
* **Remove an account** — permanently deletes the account and all associated email threads, drafts, and sync data from Orbis

<Warning>
  Removing a connected account permanently deletes all synced data for that account. This cannot be undone.
</Warning>

***

## Deleting your account

Deleting your Orbis account is permanent and cannot be reversed.

To delete your account:

1. Go to **Settings → Profile**.
2. Scroll to the **Danger Zone** section at the bottom of the page.
3. Click **Delete Account**.
4. Review what will be deleted, then type `DELETE` to confirm.
5. Click **Delete Account** to proceed.

Deleting your account removes:

* All connected Google accounts
* Synced emails and calendar events
* All contacts, notes, and interactions
* All other personal data associated with your account

<Warning>
  Account deletion is irreversible. If you're unsure, consider disconnecting your Google accounts first to pause syncing without losing your data.
</Warning>