Getting Started • Updated April 12, 2026
Launch a new CallOrbit workspace the right way
Use this flow when a customer signs in for the first time and needs their CallOrbit portal to be ready for operations.
Audience: Customer admins setting up a fresh portal. This guide focuses on operational setup inside the CallOrbit platform.
Launch a new CallOrbit workspace with the right customer, users, and voice basics.
- Confirm the customer lands in the portal as Customer Admin instead of Agent.
- Review users, assigned teams, and default permissions before inviting the rest of the team.
- Open Voice Setup to connect numbers, extensions, and browser calling in one place.
Who this guide is for
Audience: Customer admins setting up a fresh portal.
Launch a new CallOrbit workspace with the right customer, users, and voice basics.
Use this guide when you want the setup to be correct the first time and easy for another admin, manager, or supervisor to verify later.
What this workflow helps you accomplish
Use this flow when a customer signs in for the first time and needs their CallOrbit portal to be ready for operations.
This workflow matters because numbers, routing, access, and reporting in CallOrbit are connected. Skipping one setup detail usually creates avoidable support work later.
- Step 1: Confirm the customer lands in the portal as Customer Admin instead of Agent.
- Step 2: Review users, assigned teams, and default permissions before inviting the rest of the team.
- Step 3: Open Voice Setup to connect numbers, extensions, and browser calling in one place.
Setup checklist
- Confirm the customer lands in the portal as Customer Admin instead of Agent.
- Review users, assigned teams, and default permissions before inviting the rest of the team.
- Open Voice Setup to connect numbers, extensions, and browser calling in one place.
Operational follow-up
After you complete this flow, confirm the live experience from both the agent and customer side so ownership, routing, permissions, and reporting all match what the workspace expects.
If your team is rolling this out across multiple users, queues, or phone numbers, pair this article with the broader knowledge base and the relevant routing or numbers guides to keep deployment consistent.
- What is the CallOrbit Knowledge Base for? — It is the public help hub for how CallOrbit works, covering numbers, webphone setup, SIP, extensions, routing, users, roles, and billing basics.
- Can customers read this without signing in? — Yes. The Knowledge Base now lives on a public route so customers can read setup guidance before or after they enter the portal.
- Does the portal still have its own Knowledge Base page? — No. The signed-in portal navigation no longer carries a separate Knowledge Base page, and the old portal path now redirects to this public version.