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Business Context

Tell Orbit what kind of industry your business operates in.

What is this?​

The Business Context page lets you define your company's broad sector and specific industry. It also provides a place to add custom data tags to your workspace.

Why would I use this?​

Orbit adapts its tools based on your industry. By telling the system what you do, it can automatically suggest relevant categories, workflows, and settings tailored to your type of business.

You may need to update the Business Context when:

  • You are setting up your workspace for the first time.
  • Your company pivots to a completely different industry.
  • Your IT team asks you to add a custom tracking ID to your workspace.

How to get here​

  1. Open Orbit.
  2. Go to Settings in your navigation menu.
  3. Under Organization, select Business Context.

Application URL: /org/settings?tab=business_context

How to use this page​

Simply select your Sector from the first dropdown. Once you do, the Industry dropdown will unlock, showing options specific to that Sector.

(Image: Business Context Screen)

Fields​

Sector​

What it is: The broad economic category your business operates in. What should I enter? Click the dropdown and select the category that best fits your company. Example: Hospitality Required? No, but recommended. What happens if I change it? The Industry dropdown will update to only show industries belonging to this new sector. Things to know: You can search within the dropdown by typing if the list is long.

Industry​

What it is: The specific type of business you run. What should I enter? Select your exact industry from the dropdown. This dropdown is disabled until you choose a Sector. Example: Restaurants & Food Service Required? No, but highly recommended. What happens if I change it? When you change your Industry, Orbit's Workflow Builder automatically loads specialized templates and "Personas" designed for that industry. It also helps categorize your financial expenses more accurately. Things to know: If you cannot find a perfect match, pick the closest available option.

Organization Metadata​

What it is: A tool for developers and IT teams to attach custom, hidden labels to your workspace. What should I enter? A "Key" (the name of the label) and a "Value" (the data itself). Example: Key: region_code, Value: APAC Required? No. It is completely safe to leave this blank. What happens if I change it? These custom tags are attached to the raw data Orbit sends to external systems (like your company's billing software or data warehouse). Things to know: To add a piece of metadata, type the Key and Value in the boxes and click Add. To remove one, click the red trash can icon next to it. Normal users do not need to use this feature.

What happens after I save?​

When you click Save Changes, your industry preferences are saved. The next time you open the Workflow Builder or look at Expense Categories, you will see suggestions and templates that match your newly selected industry.

Example​

Suppose you run a chain of coffee shops. During setup, you would go to this page, set the Sector to "Hospitality", and the Industry to "Restaurants & Food Service". Later, when you go to create an approval workflow, the system will automatically offer you templates relevant to restaurant management, rather than generic software development workflows.

Common questions​

What if my industry isn't listed?​

If your exact industry is not listed, choose the one that is most functionally similar to how your business operates. The system uses this to suggest workflows, so pick an industry with similar daily operations.

Do I need to fill out Organization Metadata?​

No. Unless an IT administrator or a developer specifically asks you to add something here, you should ignore the Organization Metadata section entirely.

Common problems​

The Industry dropdown is greyed out and I can't click it​

Why you're seeing this: The Industry list depends on which Sector you choose. How to fix it: You must select an option in the Sector dropdown first. Once you do, the Industry dropdown will unlock.

Things to keep in mind​

  • Changing Industry later: If you change your Industry months after setting up Orbit, it will NOT delete your existing workflows or data, but it will change the default templates suggested to you in the future.

Technical / Implementation Notes​

Component: OrganizationSettings (Business Context Tab) API: PUT /org/config/business-context Source files: /src/routes/org/OrganizationSettings.tsx Downstream usage:

  • industry_code is heavily utilized in /src/routes/admin/wtb/WorkflowBuilderPage.tsx. Changing it automatically triggers fetching new Personas mapped to that specific industry_code.
  • sector and industry_code are passed to ExpenseForm.tsx to provide category_hint data when logging expenses.
  • org_metadata values are serialized into standard API responses for external integrations to consume.