Collaboration & User Management
Everything You Need to Know About Managing Users & Clients
9 articles
Manage users and user rolesLearn how to add users, change user roles, and remove users from your HeyOrca account.
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 calendar.
Understand Real-Time PresenceView when other users are active in the same calendar 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.
Use multi-approval for postsLearn 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.