Invite teammates to your Orphex account and choose what each person can see and do. Everyone connects their own assistant; your connection is not shared.
Step by step
- Open Team
Sign in to mcp.orphex.co, open Team in the left menu and click Invite teammates.
- Enter their email
Enter your teammate's work email address. You can add several addresses at once. Personal email addresses can't be invited.
- Choose the access
Under Access, give access to the whole account, which covers every workspace including ones you add later, or only to the workspaces you pick.
- Choose a role
Read Only: asks questions. Changes nothing, even on the Action plan.
Editor: asks anything, and on the Action plan changes budgets and pauses campaigns. Cannot invite anyone, connect an account or change the plan.
Admin: everything an editor can do, plus connecting accounts, inviting people, changing roles, and changing or cancelling the plan.
- Send the invitation
Click Send invitation. The invite email carries the setup steps, so your teammate adds Orphex to their own assistant.
Tip: A sent invitation holds a seat on your plan until it is accepted, or for 24 hours. If every seat is taken, cancel a pending invitation or move to a bigger plan. - Change someone's access
In the user list, click the pen icon next to the person. Choose the new access or role and click Save access.