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Team, clients and approvals

Let clients approve posts in the Client Portal

Send a client a Client Portal link to approve or send back posts, see the calendar and comment without signing in, and how long a portal link works.

Last updated 2 min read

On this page
  1. Send the link
  2. How long a link works
  3. Which posts the client sees
  4. Locked workspaces

The Client Portal lets a client approve posts from a link, without signing in. In the portal it is called Approval on the Go.

  1. Open Settings, then Users.
  2. On the client's row, choose Client Portal to copy the link.
  3. Send it to the client.

The link opens the same posts the client would see when signed in: Queued Posts, Delivered, Pending Review and the Calendar. The client can approve, send back and comment. Their comments show "via Client Portal".

A portal link works for 30 days. When the client opens an expired link, SocialApp sends a fresh one to their e-mail address. Refresh Client Portal Link ends every older link of that client at once; use it if a link was shared with the wrong person.

A link also stops working when the client is deleted or deactivated, their role changes, or the workspace is archived or suspended.

Which posts the client sees

Clients see only posts that wait for them: posts pending their approval and posts they sent back. Posts still waiting for the team's own approval stay internal. You can limit the client to the next few months of pending posts in the client's permissions.

Locked workspaces

While a workspace is locked, the portal shows the posts but approving and commenting are not possible.