How to Invite External Members (or Clients) to HeyOrca

Now that you've created one or more teams and assigned your organization members to those teams, you may want to include any external members or clients!

HeyOrca gives you the flexibility of inviting external members in as a user of the system or as a stakeholder (which doesn't require a login and password).

Adding external members is possible from the team settings page, because they will only ever be interacting with that one team. (You can access your team settings from the Organization Settings page by clicking on the appropriate team)

HeyOrca - External Members

To add an external member to a team you simply fill out the form with their name and email, and then you can assign that person a role!

Have any questions? Tweet us @HeyOrca or drop us a line at support@heyorca.com!