Nearly every connection problem is one of a handful of things. Find your symptom below.

All your connections are listed in Orphex on the AI assistants page, grouped by person, with the workspaces each one can see. A connection is only set up once it appears there.

There are no keys or client IDs to copy any more. If you set up your connection a while ago and it was fiddly, it is worth starting over with the current steps. Each one has a short video, and the same steps are on the AI assistants page in Orphex.

Why: Orphex is connected, but it is not switched on in that chat.

Fix: in ChatGPT, start a new chat, open the tools menu and select Orphex before you send your message. In Claude, open the connectors menu in the chat and make sure Orphex is on.

Why: ChatGPT and Claude keep the list of Orphex tools from the day you connected and do not check for new ones on their own.

Fix: refresh the tool list. See Refreshing the Orphex Tool List in ChatGPT and Claude.

Why: ChatGPT shows this warning for every custom server. It is not specific to Orphex.

Fix: tick I understand and want to continue and click Create.

Why: on these plans, the people who manage your Claude organisation decide which connectors can be added.

Fix: ask your Claude admin to allow Orphex, then add it from claude.ai/directory/orphex.

Why: your Microsoft 365 admin has not allowed custom app uploads yet, or the change has not applied.

Fix: your admin goes to admin.teams.microsoft.com, opens Teams apps → Setup policies, opens the Global (Org-wide default) policy or the one assigned to the people who will use Orphex, turns on Upload custom apps and selects Save. It can take a few hours to apply.

Why: the agent was added through the Microsoft 365 admin center instead of being uploaded in Teams. Installed that way, Copilot shows the agent but does not load its tools.

Fix: upload the zip in Teams: Apps → Manage your apps → Upload an app → Upload a custom app, choose the file and select Add. Keep the file zipped.

Why: Copilot only asks you to sign in when Orphex is needed to answer.

Fix: open the Orphex agent at copilot.microsoft.com under Agents and ask something like "Which workspace am I connected to?". Select Sign in to Orphex when it appears.

Why: whether you can make changes is decided at the moment you sign in. If you connected before changes were available to you, your connection stays read-only afterwards.

Fix: sign in to Orphex from the assistant again with the same account. It adds the missing part to your existing connection rather than making a second one, and your workspaces stay as they were.

To check which one you have, ask the assistant what Orphex tools it has. If it can make changes, it lists tools for proposing and confirming them.

If signing in again does not help, the blocker is one of three things: your Orphex plan does not include changes, the switch is off for that workspace, or you have view-only access. Ask what plan you are on and it tells you which.

Why: the page sat open too long, or you reopened an old link.

Fix: start again from the assistant so Orphex hands out a fresh link.

Why: one of the workspaces you selected is not one you have access to. Rather than connecting the others and quietly skipping that one, Orphex stops.

Fix: deselect it, or ask whoever manages your Orphex account to give you access, then try again.

Why: your sign-in is already being used for a live connection somewhere else.

Fix: remove the existing connection on the AI assistants page in Orphex, then connect again.

Why: you did not say which workspace you meant, so it used your main one. Your main workspace is whichever you picked first when you connected, and it is marked PRIMARY in Orphex.

Fix: name the workspace in your question. This matters most when you are asking for a change rather than a number.

The main workspace is fixed once you connect. If you remove it, one of the others takes over.

Why: the 15 minutes you have to agree to a preview passed.

Fix: ask your assistant for a fresh confirmation. The preview itself stays available for 24 hours, so you do not describe the change again. After 24 hours the request expires and you start over.

Why: the change breaks one of the safety limits. Usually a budget move of more than 50%, or a spending cap at or below what has already been spent.

Fix: do it in smaller steps, or set a higher cap. Asking again the same way gets the same refusal, and that is the answer rather than a fault.

Why: the sign-in was never finished, or access was removed afterwards.

Fix: remove Orphex in the assistant and set it up again with the steps above.

In Orphex, go to the AI assistants page and revoke the connection. Access stops immediately.

⚠️ Revoking is not reversible. To use the assistant with Orphex again you set it up from scratch.

Revoking in Orphex does not remove Orphex from ChatGPT, Claude or Copilot. Tidy that up in the assistant's own settings.

When someone leaves your company, remove them in Orphex on the Team page. That cuts off their access including anything they could do through an assistant.

Why did it stop working when I lost access to a workspace?
That is expected. Your access is checked every time you ask, so a workspace you lose access to stops answering the same day.

Can I connect more than one workspace?
Yes, up to 50, as long as they are all under the same Orphex account.

Does revoking a connection delete my data?
No. It stops the assistant seeing it.

Can I reconnect later?
Yes, by setting it up again from scratch.

Message us in the app or write to support@orphex.co. Never share your password or an access key with anyone, including us.