HeyOrca makes managing multiple clients a breeze by offering separate content workspaces and asset libraries for each client. This guide will walk you through creating a new client workspace and connecting your first social accounts. Follow these steps to get started and streamline your workflow!
To begin creating a new workspace, select the Add Calendar tile on your dashboard.
This will bring you to your workspace management page. Here you can click on 'Set up calendar' if you have a workspace available. If you're not seeing the option, you can click into Manage plan to add a new workspace to your subscription.
Refer to How to adjust your HeyOrca plan or subscription.
In the workspace settings, enter a name for the workspace, select your client’s time zone, and upload their logo.
You can connect a social profile at this stage, or come back to it later.
Make sure to finalize the setup of your new calendar by clicking the Create your Calendar button.
To connect the appropriate social accounts. Click the account you want to connect to and follow the prompts. You'll need to connect at least one account to complete your workspace. For more help, visit connect a social media account.
From your workspace settings page, you can also invite your internal and external team members to work on your new client workspace. To add users to the workspace, click the "Users" tab.