Once you've created one or more teams and assigned your internal members to those teams, you may want to include some external members (clients & stakeholders).
Adding External Members to Teams
To add an External Member to a team, first head on over to the Team Settings page for the particular team you would like to add somebody to:
Select a team on the left navigation bar and click the gear icon that appears to access the Team Settings:
From your team settings page you can then fill out the form under the External Users tab:
Depending on the relationship you have with your client, you can provide them with a username and password so that they can log in as an Admin or Copywriter like you, or set them up as a Stakeholder (so that they can simply review and approve content, no login required).
Important Notes about External Stakeholders
- External Stakeholders don't receive any notification or email invitations when added to a team.
- 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!
Learn more about the various roles and permissions here!
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