Approvals, clients and social media managers

Social has two kinds of members: the team writes and publishes, and clients view, comment and approve. The business owner and managers are in automatically. Everyone else is invited by mobile number: they sign in to the website or the app with that number, without a password, and see only Social. The invite isn’t sent to them as a message, so let them know yourself.

Kinds of approval

“None” — no approvals. “Optional” — approval can be requested and given, but publishing doesn’t wait for it. “Required” — a post is scheduled or published only after one of the approvers approved it. “Multi-step” — two or more approval steps, each with its own approvers, in order.

1. 1

   Open the Social settings

   SocialSettings
2. 2

   In “Approvals”, choose the kind of approval and who can approve.

3. 3

   You can turn on locking content after approval — a change to an approved post cancels the approval and sends it back to the approvers — and automatic scheduling of a post with a date and time as soon as it’s approved.

4. 4

   In “Team & clients”, click “Invite”, enter a name and mobile number, and choose team (writing and publishing) or client (viewing and approving).

Approving posts

1. 1

   In the post window, choose “Send for approval” — the approvers get a notification.

2. 2

   The approvers open their approvals and choose “Approve post”, or “Request changes” and write what to change. The note is saved as a comment on the post, and the team is notified.

3. 3

   Lots of posts? “Approve all” approves them all, and “Review the posts” shows them one by one.

Clients approve without signing in

With “Share” → “Share the view”, you share the calendar or the feed by link: whoever gets it sees the posts, comments and approves without signing in. To share a single post, use its menu — the link shows it as it will look on the network.

Social media managers

Social media manager is a role on the business’s team, on the Pro plan: they sign in with their mobile number and see only Social. By default they can do everything except administer the workspace. Invite them when turning Social on, at the “Who manages” step, or in “Team & clients” in the settings.