How to invite your team and set roles
Invite teammates by email, give them Admin or Member access, and choose which workspaces they can open. Invites expire after 7 days.
To invite your team to Orchly, open Settings, go to Team and click Add member. Enter each person’s name and email, choose Admin or Member, and pick the workspaces they can open. They get an email invite that’s valid for 7 days.
Settings is at the bottom of the sidebar. Team sits under Workspace in the settings menu.
The Add member button only shows for Admins. If you can’t see it, ask an Admin on your team to send the invite.
How do I invite a teammate?
- Click Add member. The Invite team members panel opens.
- Fill in Full name and Email address.
- Pick a Role: Admin or Member.
- Under Workspace access, select at least one workspace.
- To invite more people at once, click Add another person and fill in another row.
- Click Send invites.
Orchly tells you which invites went out. If one fails, the message names the email and the reason, so you can fix just that one.
If any row is missing a name, email or workspace, Orchly won’t send the batch until you fill it in.
Admin vs Member: which role should I pick?
| Role | Good for |
|---|---|
| Admin | People who manage the team: they can invite teammates, edit their access and remove them |
| Member | Everyone else: SEO leads, writers, analysts and clients who work inside the workspaces they’re given |
Workspace access is separate from the role. An agency can give a client Member access to their own workspace only, while the agency team sees them all.
How do invitations work?
- The invite email has a link that works for 7 days.
- It only works for the email address you invited. If your teammate uses a different Google account, invite that address instead.
- If they don’t have an Orchly account yet, the page offers Accept invitation and create account. If they do, they click Sign in to accept.
Until they accept, they show as Pending in the list.
How do I manage existing members?
The list shows each person’s User, Role and Workspace access. Your own row is marked You. Open the menu on any row to:
- Resend invitation, which sends a fresh link to a pending invite
- Edit member, to change their role or workspace access. This works for pending invites too, so you can fix a wrong role before they accept
- Cancel invitation for someone who hasn’t joined, or Remove member for someone who has
What if I run out of seats?
The counter in the Add member button, like 1/5, shows seats used against your plan. When you hit the limit, clicking it offers an upgrade. Plans and limits are on Plan & usage.
Related settings
- Workspace settings for the name, logo and link of each workspace
- Your profile for the name teammates see
- White labeling if you share reports with clients