Orbita Documentation
Orbita is a no-code platform for IT service management and business processes. Instead of a fixed set of forms, it gives you a builder: you define your own entities (tickets, customers, employees, projects — anything), configure their lifecycle, automations, notifications, and analytics.
Core platform concepts
| Section | What it is | Learn more |
|---|---|---|
| Entities | Data table builder: fields, forms, record lists | entities/overview |
| State models | Record lifecycle: statuses and allowed transitions | entities/state-models |
| Automations | "If X, then Y" rules, including scheduled (cron) rules | entities/automations |
| Record access | Row-level visibility rules (RLS): who sees which records | entities/record-access |
| Relations | Links between records of different entities | relations |
| Categorization | Tree-structured category catalogs | categorization |
| Business processes | Visual BPMN processes with tasks and approvals | processes/overview |
| Notifications | Email, Telegram, in-app, record subscriptions | notifications/channels |
| Portals | Public forms and service catalogs without logging in | portals/submit |
| Dashboards and charts | Real-time analytics | dashboards-and-charts |
| Reports | Tabular exports: CSV/XLSX/PDF, scheduled delivery | reports |
| Calendars | Schedules and events | calendars |
| Packages | Moving solutions between installations and upgrading them | admin/packages |
| Administration | Settings, users, roles, audit | admin/settings |
Quick start: ready-made presets
On first launch, the setup wizard offers one or more ready-made presets — they automatically create entities, roles, dashboards, and processes:
| Preset | What's included |
|---|---|
| IT Support | Tickets, categories, assignees |
| ITSM (Full) | Incidents, Problems, Changes, Tasks, CIs, Services, Agreements, Approvals, Knowledge base |
| CRM | Customers, contacts, deals |
| HR | Employees, leave, HR events |
| Project management | Projects, tasks, assignees |
Each preset is a built-in package: a pre-configured set of the same primitives (entities, state models, automations, dashboards) that can be installed and upgraded. To see how they're built under the hood, check out Use Cases.