Collaborate

Approvals & client portal

Multi-step approvals for your team and a no-login approval link for clients.

Approval workflow

Each workspace can have an ordered list of approval steps. A step is a role (for example any Admin) or a named person.

  • Posts by Contributors enter pending_approval automatically.
  • Each step approves in order. After the last step the post becomes approved and is scheduled.
  • Reject sends the post back to draft with a comment.
Approvals and the client portal are included free.

Client portal

  1. Open the posts or calendar range you want reviewed.
  2. Choose Share for approval. SocialPostScheduler creates a private link.
  3. Send the link to your client. They approve or comment without creating an account.
  4. On the Agency plan the portal uses your logo, colour and domain.