To get started on HeyOrca, set up your account by starting a free 14-day trial. You’ll be prompted to complete your set-up by entering your personal and company details, then you’ll create your first workspace and select the social channels you’d like to use.

When you complete the information set-up, you will be sent an email to set up a password to create your user account. Once you have created a user account, your HeyOrca trial account is set up and ready to use.

A workspace in HeyOrca is your team’s home base for planning, creating, and organizing social media content. It’s where your calendar, social channels, and collaboration all come together in one place.

It’s common to organize Workspaces by client, brand, location, or team. Each Workspace on a paid plan can connect up to 10 social accounts, giving you flexibility in how you structure and manage your content calendars.

When you land in HeyOrca, you’ll be brought to your Dashboard.

The Dashboard is your organization’s home base in HeyOrca, where you can quickly access all your workspaces, keep an eye on post approval statuses, and create or join new workspaces—all in one place.

In your Dashboard, each Workspace will have its own tile. Within that tile you can:

By clicking the Select tab on the left navigation panel, your Workspaces will be listed for you to select from.

In this pop-out, you can also create a new Workspace by clicking the +Create button as well as star your most used Workspaces to put them at the top of the list for quick selection.

When you access your Workspace, you’ll land on the monthly Calendar view. Your Calendar will show any scheduled posts as well as event strips.

The top navigation bar gives you quick access to workspace-wide tools, notifications, account management, and Oscar AI assistance from anywhere in HeyOrca.

Directly to the left of your main Workspace area is the Workspace menu.

At the top is your Home button, which will bring you back to your Dashboard.

Directly under that will be your Workspace navigation button.

This will show the profile image for the Workspace you're currently in. By clicking it, you can switch between other Workspaces connected to your account.

Have a workspace you want to access quickly? You can Star your most used Workspaces to keep them at the top of your list.

The tabs in the menu will bring you to a different page within your Workspace to access different features, according to your subscription.

Calendar
Plan, schedule, and manage your social media content across different calendar views.

Inspo
Access your Inspo Library to save and organize content inspiration, trends, and ideas for future posts.

​ Notes

Notes allows you to create internal documents to collaborate with your team and keep track of important planning details.

Library

Access your Media Library and Content Library, where you can store and organize your media files and create reusable content assets in one place.

Reports

Track and analyze your social media performance with shareable reports and analytics. This is a feature on Pro plans or can be added to Basic plans as an Add-On. Learn more about Reports.

Listening

Access Brand Monitoring to track brand mentions, conversations, and engagement opportunities across your connected social channels.This is a feature on Pro plans or can be added to Basic plans as an Add-On. Learn more about Brand Monitoring here.

Inbox

Access your Social Inbox where you can manage comments, messages, and community engagement from connected accounts in one centralized inbox. This is a feature on Pro plans or can be added to Basic plans as an Add-On. Learn more about Social Inbox here.

Settings

Manage Workspace details, users, connected social accounts, approval workflows, and other Workspace preferences.

Check the table below to verify which features are available for your subscription tier.

The Workspace Calendar serves as your primary hub for coordinating, reviewing, and managing social media content. It’s where you can oversee the entire lifecycle of your posts, from initial planning to final publishing across all connected channels.

HeyOrca offers multiple ways to visualize your content schedule. You can easily toggle between different views to suit your current workflow requirements.

Starting a new post is simple and can be done from two different locations within your workspace:

Both methods will launch the post composer, allowing you to begin drafting your content immediately.

Find detailed steps on creating posts here.

Event strips are visual placeholders that help you stay organized without needing to create a full social post. They are perfect for tracking internal milestones, holiday reminders, or upcoming product launches.

Learn how to use event strips for your strategy.

Use Filters to narrow down your view by social account, campaign, or approval stage, making it easy to locate specific items.

The Share feature allows you to create a dedicated link for clients and team members, enabling them to review content and leave feedback even if they don’t have a login.

Learn more about sharing and filtering your calendar.

You have full control over which special dates appear on your calendar. These settings can be adjusted within your Workspace Settings to ensure only relevant events are displayed.

Discover how to manage your calendar holidays here.

HeyOrca uses user roles and permissions to control what each person can access and manage within a Workspace. Roles help you collaborate securely with both internal team members and external clients by giving each user the level of access they need.

Depending on their role, users may be able to create content, manage settings, approve posts, or only view shared content. Most users have their own login credentials, however External Stakeholders access content only through shareable links.

Learn more about user roles and permissions in HeyOrca.

Our resources can be found by clicking the pink circular button with a white book icon, giving you quick access to learning and support materials, including the Help Centre, Academy courses, webinars, coaching calls, and product updates. This is also where you can reach out to the Customer Care team through live chat.

You’ve got the basics down so now it’s time to make your Workspace your own!

Choose an option below to continue your setup journey: