Two levels
Orbital organises your work on two levels. A workspace is the account you share with other people. A project is where the work itself lives. One workspace can hold many projects, and every project belongs to exactly one workspace.
What a workspace holds
The workspace is where people, money and connections live: members and their roles, billing (your plan, your credits and your usage), plugins (the external systems it has connected), apps, AI model settings and API keys. An app is installed for the workspace, then switched on per project.
What a project holds
A project holds the work: strategies and their backtests, workflows, agents, dashboards and watchlists. The Library shows the project's documents plus any that are workspace-wide.
Watchlists, Backtesting and Trade sit in their own sidebar group, headed Apps when the sidebar is open. Each appears only in a project where that app is on.
A strategy, workflow, agent, dashboard or watchlist belongs to one project, so after a switch those lists show only that project's items. Chat is the exception: a thread starts in the project you are in, but your threads are listed for the whole workspace.
What signup creates
When you sign up, Orbital creates:
- a workspace named Personal, with you as its owner
- one project in it named Investing, with you as its project owner (accounts created before 21 August 2026 have it named Primary)
- the Watchlists and Backtesting apps, switched on in that project
- the Trade app, which Orbital sets up in that project shortly after sign-up
Switch workspace or project
Click your avatar
It sits at the foot of the sidebar and opens the avatar menu.
Open the workspace row
It is at the top of the menu and shows the current workspace's name.
Pick a workspace
Choose one under Workspaces; the current one is marked.
Pick a project
When the workspace has more than one project, a Projects group appears below.
Switching workspace opens that workspace's default project. Orbital remembers the workspace and project you pick and reopens them next time.
Create a workspace
Open the workspace row
It is at the top of the avatar menu.
Click Create workspace
Name it
Enter a Workspace name and click Create.
The new workspace starts on the Free plan, with its own project named Investing and you as its owner. Orbital does not switch you to it: pick it under Workspaces when you want to work there.
You can own up to two workspaces on the Free plan. Personal counts as one while it is on the Free plan; a workspace on a paid plan does not count. At that limit, Create workspace shows a lock and opens Billing with the plans instead.
Create another project
In a workspace that already has more than one project, the Projects group also offers Create project. Enter a Project name and an optional Description, then click Create; Orbital switches you to the new project. The app offers no way to create a second project in a workspace that has only one.
Members and roles
Every member of a workspace has a workspace role (Owner, Admin, Member or Viewer), and every member of a project has a project role (Project owner, Editor, Member or Viewer); Members and roles says what each allows. You are the owner of every workspace you create, and the project owner of its project.
Settings
Settings opens from the avatar menu, and How Settings is laid out lists its pages and who sees each. Apps are switched on per project under Settings → Apps, as Switch an app on or off in a project shows.
A connected assistant uses one project
When you connect Claude, the connection is bound to the workspace and project you approve, its tools reach only that project, and Backtesting must be on there; see One workspace, one project.