Request Approval, Approve, and Reject Posts (Approval Workflow)

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By using an approval workflow, posts can be made safely by requiring approval for publication, which helps prevent erroneous posts and oversight.

What You Can Do with Approval Workflow

With an approval workflow, posts created by post editors can be published after being reviewed by SNS account administrators.

• Post editors can enter post content and a publication date/time, then request approval.
• SNS account administrators can review requested posts and either approve or reject them.
• Only posts created by SNS account administrators or approved by them will be published.
• Team members who cannot post directly to SNS can also post safely using approval requests.

For each SNS account, you can configure members who can request approval (post editors) and members who can approve (SNS account administrators).

How Posts Are Published

When using an approval workflow, posts are published through the following process:

1. Post Editor Requests Approval
   1. Create the post content.
   2. Specify the publication date and time.
   3. Request approval.
   4. The post status becomes [Pending Approval].
2. SNS Account Administrator Approves or Rejects
   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 and time.
   2. If there are issues with the post content, reject the post.
      1. The post status becomes [Rejected].
      2. The post editor corrects the post from the rejection screen and requests approval again.

Preparation

To use an approval workflow, set up roles for each SNS account.

For each SNS account, at least one member with each of the following roles is required:

• SNS Account Administrator
• Post Editor

SNS account administrators can post to SNS without approval.

For information on how to set roles, refer to Setting Roles for Team Members Per SNS Account.

Requesting Approval

Post editors can request approval for posts they have created.

1. Open [Posts] → [Scheduled] or [Drafts].
2. Click [New Post].
3. On the Create 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 for which approval has been requested can be viewed on the Pending Approval screen.

tip

SNS account administrators cannot request approval for posts.

Approving a Post

SNS account administrators can approve posts that are pending approval.

1. Click [Posts] → [Pending 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 pending approval. Please delete the post or move it to drafts and request approval again.

Rejecting a Post

SNS account administrators can reject posts that are pending approval.

1. Click [Posts] → [Pending Approval].
2. In the post list, click [Reject] at the bottom right of the post you want to reject.

Rejected posts can be viewed on the Rejected Posts screen.

tip

Posts that are not approved by the scheduled publication date/time will be automatically rejected.

Editing Posts Pending Approval

SNS account administrators can edit posts that are pending approval before approving or rejecting them.

1. Click [Posts] → [Pending 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 pending approval. If you want to edit the post content, please withdraw the approval request.

Withdrawing an Approval Request

If post editors want to change the post content after requesting approval, they can withdraw the approval request.

1. Click [Posts] → [Pending 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.

Re-requesting Approval for Rejected Posts

Post editors can modify rejected posts and request approval again.

1. Click [Posts] → [Rejected].
2. In the post list, click the [pencil icon] at the bottom right of the post for which you want to re-request approval.
3. Correct the post content.
4. Change the button at the bottom right of the screen to [Request Approval].
5. Click [Request Approval].

tip

Email notification and comment features will be released in the future.

Email Notifications (To Be Released in the Future)

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

Email Type	Recipient(s)
Approval Request	All SNS Account Administrators of the target SNS account
Approval Completion	The post editor who requested approval
Rejection	The post editor who requested approval
Withdrawal	All SNS Account Administrators of the target SNS account

Comments (To Be Released in the Future)

You can communicate via comments for each post.