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_approvalautomatically. - Each step approves in order. After the last step the post becomes
approvedand is scheduled. - Reject sends the post back to draft with a comment.
Approvals and the client portal are included free.
Client portal
- Open the posts or calendar range you want reviewed.
- Choose Share for approval. SocialPostScheduler creates a private link.
- Send the link to your client. They approve or comment without creating an account.
- On the Agency plan the portal uses your logo, colour and domain.