In HeyOrca, your clients, and any outside consultants, are considered External Members.
Adding External Members to Teams
To add an External Member to a team, navigate to the team settings page for the particular team you would like to add your client to, and click the “External Users” tab:
There are 3 roles assign for your client, read more about them here: External Roles and Permissions
Important Notes about External Stakeholders
- External Stakeholders do not receive any notification or email invitations when added to a team.
- They do not require a password or email login
- They can only interact with content YOU send them via a shareable link.
- Reviewing and approving content is easy and efficient - you can send them this handbook for a quick crash course!
Have more questions? Reach out to firstname.lastname@example.org anytime👌