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: Add Your External Members
There are two ways to invite your internal team member to set up their own HeyOrca account, or have access to a new team:
- Through the organization settings:
While you’re waiting for them to accept their email invitation - you can add them to any team and customize their appropriate roles, by clicking the gear icon beside their name:
2. Through team settings:
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 more questions? Reach out to firstname.lastname@example.org anytime👌