solutions
From first question.
To first success.
Public answers when customers need help. Invited learning when they need to learn the workflow.
orbit / help
How do I connect my account?
Getting started / Account setup
Connect your account
Get your connection ready for your first report.
- 1
Open ConnectionsGo to Settings → Connections.
- 2
Choose your accountConnect your provider and sign in.
- 3
Confirm the connectionYou’ll see a confirmation when ready.
Illustrative customer help. Saved journeys require authorised, enrolled Readers.
Your knowledge.
Put to good use.
One platform. A useful next step for the people who need your content.
01Customer education
From first question.
To first success.
Give customers answers they can find themselves, then a guided next step when they need to learn the process.
- Published public help for quick answers
- Invited Reader journeys with saved progress
- Article activities that can collect responses
02Onboarding
A clear start.
A steady next step.
Help people learn a workflow in order, with useful content at each stage and progress they can return to.
- Guided journeys built from your content
- Enrolment for authorised Readers
- Learning progress you can review
03Documentation
Keep the answers.
Keep them useful.
Give your content a structure, an owner and a clear route to publication, so people know where to look.
- Organised knowledgebases and categories
- Content ownership and optional reviews
- Publishing controls and version history
04Support
Answer once.
Help more people.
Turn the questions you hear every day into useful guidance worth sharing.
- A home for recurring answers
- Someone responsible for the content
- Public help and private team knowledge
