Requesting approval, approving, and requesting changes for posts (approval workflow)

Supported Social Platforms

X (Twitter)InstagramThreadsFacebook

Supported Plans

BusinessEnterprise

By using the approval workflow, you can require approval for post publication, preventing erroneous posts and oversight, and enabling secure posting.

What You Can Do with the Approval Workflow

The approval workflow allows Social profile administrators to review posts created by Post editors before publishing them.

• Post editors can enter post content and scheduled publication date/time, and request approval.
• Social profile administrators can review requested posts and approve or request changes.
• Only posts created by Social profile administrators or approved by them will be published.
• Team members who cannot post directly to social media can also securely post by requesting approval.

For each Social profile, you can set members who can request approval (Post editors) and members who can approve (Social profile administrators).

Flow Until Post Publication

When using the approval workflow, posts are published according to the following flow:

1. Post editors request approval
   1. Create the post content.
   2. Specify the publication date/time.
   3. Request approval.
   4. The post status becomes [Awaiting approval].
2. Social profile administrators approve or request changes
   1. If there are no issues with the post content, approve the post.
      1. The post status becomes [Approved].
      2. The post appears in the post list.
      3. The post will be published at the specified publication date/time.
   2. If there are issues with the post content, request changes for the post.
      1. The post status becomes [Changes requested].
      2. Post editors correct the post from the Changes requested screen and request approval again.

Preparation

To use the approval workflow, set up Social profile roles.

For each Social profile, at least one member is required for each of the following roles:

• Social profile administrator
• Post editor

Social profile administrators can post to social media without approval.

For information on how to set up roles, refer to Setting Social profile roles for Team members.

Request Approval

Post editors can request approval for posts they have created.

1. Open [Post] → [Scheduled posts] or [Drafts].
2. Click [New post].
3. On the Create a post screen, enter the post content and publication date/time.
4. Click [▼] at the bottom right of the screen.
5. Select and click [Request approval].

Posts with approval requests can be viewed on the Awaiting approval screen.

tip

Social profile administrators cannot request approval for posts.

Approve Posts

Social profile administrators can approve posts that are awaiting approval.

1. Click [Post] → [Awaiting approval].
2. In the post list, click [Approve] at the bottom right of the post you want to approve.

Approved posts can be viewed on the Scheduled posts screen.

tip

Once a post has been approved, it cannot be reverted to Awaiting approval. Please Delete the post or move it to Drafts, then request approval again.

Request Changes for Posts

Social profile administrators can request changes for posts that are awaiting approval.

1. Click [Post] → [Awaiting approval].
2. In the post list, click [Request changes] at the bottom right of the post you want to request changes for.

Posts with requested changes can be viewed on the Changes requested screen.

tip

Posts not approved by their scheduled publication date/time will automatically be marked as Changes requested.

Edit Posts Awaiting Approval

Social profile administrators can Edit posts that are Awaiting approval before approving them or requesting changes.

1. Click [Post] → [Awaiting approval].
2. In the post list, click the [pencil icon] at the bottom right of the post you want to Edit.
3. Edit the post content.

tip

Post editors cannot Edit posts that are Awaiting approval. If you want to Edit the post content, please withdraw the approval request.

Withdraw Approval Request

If a Post editor wishes to Change the post content after requesting approval, they can withdraw the approval request.

1. Click [Post] → [Awaiting approval].
2. In the post list, click [Withdraw] at the bottom right of the post you want to withdraw.

Withdrawn posts can be viewed on the Drafts screen.

Request Approval Again for Posts with Changes Requested

Post editors can correct posts with requested changes and request approval again.

1. Click [Post] → [Changes requested].
2. In the post list, click the [pencil icon] at the bottom right of the post for which you want to request approval again.
3. Correct the post content.
4. Change the button at the bottom right of the screen to [Request approval].
5. Click [Request approval].

Email Notifications

In the approval workflow, emails are sent when the following operations occur:

Operation for Notification	Recipient
Approval Request	All Social profile administrators of the destination Social profile
Approval Completed	The Post editor who requested approval
Changes Requested	The Post editor who requested approval
Withdrawal	All Social profile administrators of the destination Social profile

Comments

You can communicate with comments for each post.

tip

The comment feature is scheduled for release after summer 2026.