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Approvals

Approval flow by role An author with the User role submits a post. A reviewer approves it (it is scheduled), requests changes (the author fixes and resubmits) or rejects it. Author · User role Reviewer · Admin, Client, Manager, Approver resubmit Write the post in the composer Submit for approval Fix the post and resubmit Review Approvals → Pending Approve: scheduled Request changes + note Reject + note
Who does what when approvals are on.
  1. Go to Settings → Approvals (admins).

  2. Turn on Require approval before publishing.

Settings, Approvals tab with the Require approval before publishing switch and the Hold Post now for selector.
  1. Settings → Approvals.
  2. Require approval before publishing.
  3. Hold ‘Post now’ for: the undo window.

From now on, posts by people with the User role go to approval instead of being scheduled. Admins, and posts created through the API or AI connectors, skip approval.

When approvals are on, Users see Submit for approval in the composer. The post is saved and sent to the approvers.

  1. Open Approvals in the top bar. The tab shows a count when posts are waiting.

  2. Pick a post in Pending. Open it in the composer if you want to look closer.

  3. Choose:

    • Approve: the post is scheduled for its date.
    • Request changes: send it back with a note.
    • Reject: decline it with a note.
The Approvals page with Pending, Approved, Rejected and Changes requested tabs and an empty pending list.
  1. Approvals in the top bar.
  2. Pending, Approved, Rejected and Changes requested.
  3. Posts waiting for you appear here.

The author can fix the post and Resubmit. Other tabs show Approved, Rejected and Changes requested posts.

  • Workspace Admins and Clients.
  • People with the Manager or Approver role on that post’s brand.

Every step is recorded in the post’s Activity.