Adding Users to Your HeyOrca Calendar

Below you’ll find a video tutorial and step-by-step written instructions on how to add users to your HeyOrca Calendar and the various custom permission settings you can apply to various users.

Adding new users to your HeyOrca Calendar

There are two different types of users you can add to your HeyOrca Calendar: Internal Users & External Users.

Below, we’ll take a look at the different types of users, the different roles within those user types, and how to add a new user to your HeyOrca Calendar.

 

Internal Users

Internal User Member Roles

Internal Users would be anyone that is a part of your organization. This wouldn’t include clients or external team members like contractors.

There are four types of Internal User Roles you can assign:

  1.  Owners – Calendar Owners are given full authority within the Calendar they are added to. They have permissions to edit and delete Calendars, accept requests from others to join a Calendar, create content, and approve or reject content.
  2. Internal Admins – Internal Admins can edit Calendars, create content, and approve or reject content. They cannot delete a Calendar or acccept user accept requests from others to a join a Calendar.
  3. Copywriters – Copywriters can create content, but they don’t have permission to approve or reject content, and they cannot edit a Calendar’s settings.
  4. Internal Stakeholders – Internal Stakeholders act as approvers for your content. They can approve or reject content, but cannot create or edit content, and cannot edit a Calendar’s settings.

Adding Internal Users to Your HeyOrca Calendar

Here’s how you can add an Internal User to your Calendar:

  1. Click the settings icon located on the navigation bar in your Calendar
  2. Click the “Internal Users ” tab on your settings screen
  3. Click the “Add Internal User” button
  4. Enter the new user’s email address, first name, last name, and select the member role you’d like to assign to them
  5. Click the add user button

External Users

External User Member Roles

External Users are anyone that is external to your agency or organization. Folks like clients, stakeholders, or external contractors.

There are three types of External User roles you can assign:

  1. External Stakeholder – These members can access your Calendar without logging in. They can only approve or reject content that is shared with them via a shareable link.
  2. External Copywriter – External Copywriters can create content, but don’t have permission to approve or reject content, and they cannot edit a Calendar’s settings.
  3. External Admins – External Admins have limited permissions to edit Calendars (they can only connect and reauthenticate channels), create content, and approve or reject content. They cannot delete a Calendar or accept requests from others looking to join a Calendar.

Adding External Users to Your HeyOrca Calendar

Here’s how you can add an External User to your Calendar:

  1. Click the settings icon located on the navigation bar in your Calendar
  2. Click the “External Users ” tab on your settings screen
  3. Click the “Invite External Member” button
  4. Enter the new user’s email address, first name, last name, and select the member role you’d like to assign to them
  5. Click the add user button

Questions?

Have questions about this tutorial or anything else in HeyOrca? Don’t hesitate to reach out to our support team. You can connect with us by clicking on the blue bubble at the bottom right of your HeyOrca account.

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