In HeyOrca, your clients, and any outside consultants, are considered External Members. 

Adding External Members to Calendars

To add an External Member to a calendar, navigate to the calendar settings page for the particular calendar you would like to add your client to, and click the “External Users” tab:

There are 3 roles assign for your client, read more about them here: External Roles and Permissions

Important Notes about External Stakeholders

  • External Stakeholders do not receive any notification or email invitations when added to a calendar. 

  • They do not require a password or email login

  • 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!

Have more questions? Reach out to anytime👌

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