Nothing goes out before it is approved
Invite admins, managers, content schedulers and clients, choose which accounts each person reaches and what they may do there, and send posts through an approval step before they are scheduled.
Roles
Approvals
From a draft to an approved post
A post that waits for approval has no publish job: it cannot go out by accident.
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A scheduler writes
Content Schedulers’ posts go to Pending Approval.
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The team reviews
Owners, admins and managers with access approve or send back.
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The client reviews
Accounts with client approval go to the client next.
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Comments stay
Feedback stays with the post, internal or public.
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It is scheduled
Approved after its time? It takes the next free queue slot.
Client Portal
Approvals without a sign-in
Send a client a portal link. They see the posts waiting for them, the calendar and the comments, and approve or send back.
Links that expire
A portal link lasts 30 days; refreshing it ends every older link.
A window of posts
Show a client only the next months of posts waiting for approval.
Auto approve
Approve at the scheduled time when nobody answered.
Access
Each person reaches only their accounts
Access is set per account. An account a person cannot reach does not appear anywhere for them.
Manage or contribute
Manage access edits the account and any post; contributors’ posts go to approval.
Analytics, inbox, library
Switch each area on or off per person and account.
Client sign-up link
One link that lets clients register with the permissions you set.
Clients without a seat
A client who only views and approves does not take a paid seat.
Private drafts
Keep drafts visible to their author only, or share them with the team.
Two-factor for everyone
Require two-factor sign-in for the team, for clients or both (Ultimate).
Roles
5 roles, set per account
Choose a role to see what it can do. Per-account access narrows it further.
One per workspace. Cannot be invited.
- Everything in the workspace
- Subscription and billing
- The only one who makes someone an Admin
- The workspace API key
Guides for Team, clients and approvals
View all guides- Team, clients and approvals Roles: Owner, Admin, Manager, Content Scheduler, Client Read guide
- Team, clients and approvals Approve posts before they are published Read guide
- Team, clients and approvals Let clients approve posts in the Client Portal Read guide
- Team, clients and approvals Invite clients and use the Client Invite Link Read guide
Questions
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Essentials has one user. Standard adds team members and approvals. Premium and Ultimate add clients.
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No. It has no publish job until it is approved; approving it creates the job in the same step.
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No. One sign-in address belongs to one company. People of the same company can join several of its workspaces.
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