Overview
To start analyzing data in Orphex, you need to create a dedicated environment for your brand and connect your advertising channels. In Orphex, this dedicated environment is called a Workspace.
Setting up your workspace is a structured, step-by-step onboarding wizard. By filling in your basic business info and completing authentication, Orphex securely streams and unifies your marketing performance data under one roof.
During this setup, you can:
Define default business settings (language, core metrics).
Authenticate multiple ad platforms simultaneously.
Link multiple ad accounts under a single network.
Access platform-specific integration guides directly inside the app.
Step 1: Initializing a New Workspace
If you are setting up a brand for the first time or adding an additional brand portfolio to your Orphex account:
Click on your profile/workspace dropdown menu located in the top-right corner of the dashboard.
Click the + New button next to Workspaces.
Step 2: Core Workspace Information
Once the setup wizard opens, you will be prompted to enter your brand's fundamental digital footprint.
After clicking Create Workspace, you will move to the Workspace Settings screen to customize your data environment:
Workspace Language: Select the default language for your ad account processing.
Objective KPI: Choose your main performance lens—such as tracking Conversion Count or Conversion Value.
Branded & Competitor Keywords: Enter up to 5 strategic search terms for each bucket to power automated search-term monitoring features later.
Step 3: Platform Authentications & Connecting Accounts
After saving your core settings, you will reach the data pipelines stage. Connecting data involves a two-part logic: Authentication and Account Selection.
1. Authentication
Before Orphex can see your data, you must grant permission. Click Connect on any desired platform card (Meta, Google Ads, Snapchat, Shopify, etc.). This opens a secure login window hosted by that specific platform where you sign in and authorize Orphex.
2. Account Selection (Connections)
Once authenticated, the system fetches all ad accounts tied to your login credentials.
A dropdown list will display your available ad accounts.
You can select and connect multiple accounts under the same platform if your brand manages regional or separated ad structures.
Utilizing Integration Info Cards
Certain advanced advertising networks (such as Apple Search Ads, BigQuery, or custom APIs) require technical API credentials rather than a basic social media login.
To help you navigate these easily, Orphex includes dynamic Info Cards built directly into the connection fields:
When you click Connect on a technical integration card, look for the Information (i) icon next to the header.
Clicking this icon displays tooltip instructions detailing exactly where to find variables like your Client ID, Team ID, or Key ID within your ad network's developer dashboard.
Frequently Asked Questions
Can I connect multiple Facebook or Google ad accounts to a single workspace?
Yes. During the account selection step, you can select as many ad accounts as you need. Orphex will safely pull and aggregate the data across all checked accounts into your workspace dashboards.
Can I change my Objective KPI or language after completing the onboarding?
Yes. While the onboarding prompt asks for these settings initially, you can modify them at any time later by navigating to Settings → Workspace → Basics inside your active dashboard.
Why isn't my ad account appearing in the dropdown after logging in?
Ensure that the social profile or email you used during the authentication step has sufficient manager/admin permissions on that specific ad platform. If permissions are correct and it still doesn't show, try disconnecting and clicking Connect again to refresh the token.
If you experience any credential errors while connecting an API or setting up your data streams, tap the support button in the bottom-right corner for live assistance!