Collaboration & User Management
Everything You Need to Know About Managing Users & Clients
10 articles
- Manage users and user roles in a workspaceLearn how to add users, change user roles, and remove users from your HeyOrca account.
- Create shareable links to share posts and workspacesLearn how to share posts from your HeyOrca workspace using shareable links for client and team review.
- Understand approval stages for your postsLearn what each approval stage means in HeyOrca and how posts move from draft to published.
- Manage approval notifications and remindersLearn how approval notifications and reminders work in HeyOrca and how to manage them for posts that require one or multiple approvers.
- Approve content shared with youLearn how to mark a post as approved, or in need of revision for your team!
- Using Notes in HeyOrcaLearn how to create and edit notes in HeyOrca to keep important information organized within your workspace.
- Understand Real-Time PresenceView when other users are active in the same workspace, calendar view, or post and avoid overlapping changes
- Understand user rolesComprehend how user roles work in HeyOrca, including what each role can access and how permissions affect collaboration.
- Select specific users to approve contentLearn how to require approval from one or more users before a post is published, including how to set up and manage multi-approval in HeyOrca.
- Set up custom approval workflowsLearn how to create multi-stage approval workflows with different layers of reviewers, so your posts get sign-off from the right stakeholders before they go live.