Internal Members are anyone that is internal to your agency (i.e. social media managers, copywriters and account managers).
Clients are External Members. Read more about how to set up external members here: Invite Your External Members
Inviting internal members into HeyOrca is a simple 3 step process:
On your dashboard, click the gear icon to go to the Team Settings Page for the team you’re adding your member.
Click on the Internal Users Tab and click ‘Add Internal User’
Fill out the fields with your Team Members’ info and click ‘Add User’
Looking for an easy way to invite your internal members and add them to multiple to teams? Follow the steps below!
To add an internal member to a new or existing team, hover over your avatar on the bottom of the left navigation bar to access the Organization Settings page:
Once you're there, click ‘Add New Member’ and fill out the invitation form to invite your team member into the system:
Click the ‘Add User’ button to add that person to your HeyOrca account and send them an email invitation:
After they accept their invitation to set up a user account via email, they'll be able to log into HeyOrca too!
In the meantime, while you wait for them to accept their invitation, you can assign them to any teams they will be working on by clicking on the gear button:
While adding your team members you’ll be able to assign them 1 of 3 different roles. Learn more about them here: Roles & Permissions
Have any questions? Tweet us @HeyOrca or send us a message 👌.