Create Your First Team Workspace

Use this path when you are setting up a shared team workspace, project wiki, department playbook, or operational knowledge base.

What you need

• Orbit access for your organization.
• Permission to use the target SharePoint site.
• Permission to create or manage an Orbit workspace for that site.

If one of these is missing, ask an admin to review Deploy Orbit in Microsoft 365.

Step 1: Choose the team site

Choose the SharePoint site Orbit should use for the team workspace. Pick the site owned by the team that will maintain the notes.

Step 2: Create the workspace

1. Open the workspace switcher in the sidebar.
2. Choose Create SharePoint workspace.
3. Select the SharePoint site Orbit shows for your account.
4. Name the workspace clearly.
5. Wait for Orbit to create the workspace and verify access.

After creation, the workspace appears in the workspace switcher.

Step 3: Add folders or notes

Use the sidebar to add the first folders or notes for the workspace.

Step 4: Add templates

Create templates from Orbit when the workspace needs repeated note formats.

For details, see Templates.

Step 5: Invite people

Use workspace access when someone should work across the whole workspace.

1. Open Settings.
2. Open Workspaces.
3. Select the workspace.
4. Open Access.
5. Choose Invite user.
6. Search by name or email.
7. Choose a role.
8. Send the invite.

Use note-specific sharing when someone only needs one note.

Step 6: Review access

Before sharing sensitive content, review Permissions.