Setting up your clients as External Stakeholders makes the review process simple for them.

To get started, you'll send your client (via email, slack message, etc.) a shareable link containing the content that requires their review:

https://bit.ly/hEyOrCa

When they click the link, they'll be brought to a Welcome Page, where they'll be prompted to click their name:

*In the External Stakeholder role, your clients do not need to log in, and will never require a password.

After they click their name, they'll be brought to either the Month view or Day view. 

While your client has the ability to toggle back and forth between the two, the view that you generate the link in on your end determines which view they're brought to first.

The Month view displays the social media content on a calendar, while the Day view looks more like a social media feed.

As long as the post is in Awaiting Approval, your client will have the option to either Approve or Reject a post:

They'll also be able to leave you a comment with their feedback! If they @mention one of your team members, that team member will be notified via email that the post needs their attention.


It's just that simple! 

Have any questions? Tweet us @HeyOrca or send us a message any time 👌

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