Statusbrew’s Post Approval Workflows in Publish helps teams in an effective team collaboration by creating multi-step and multi-user workflows that facilitate submitting, reviewing, approving, or rejecting outgoing posts.
This guide will help you understand how approval workflows work in Statusbrew.
Configuring Approval Workflows
Sending a Post for Approval
Approving a Post
Rejecting a Post
Note:
Approval Workflows are only available in Statusbrew's Premium and Enterprise plan.
Configuring Approval Workflows
Primary Owner, Owners, & Admins can set up tailored content approval workflows for individual users & User Groups. They can customize the access permissions to designate specific users & user groups as the approvers.
Approval rules are applied to all posts scheduled by users with Create Post (Needs Approval) access permissions.
To begin setting up customized content approval workflows for your organization,
- Click on the Home Icon
in the top left of your screen to open Statusbrew Home and click on Settings - In Settings, open "Profiles" and scroll to the profile you want to set the workflow for. Click on a particular profile to set access permissions for that profile.
OR
In Settings, open "Profiles Groups" and scroll to the profile group you want to set the workflow for. Click on a particular profile group to set access permissions for that group. - In the Profile/Profile Group detail screen, click on Add Permissions
- Now, you can use the Create Post (Needs Approval) permission to add all the user and user groups who's content needs approval before it is published
- Adding Users/User Groups to the Full Publishing permission will also give them the ability to approve posts. These users will have full control of all the actions in the Publish section, including approving/rejecting a post.
Note:
Learn more about Permissions here
Sending A Post For Approval
Submit posts for approval if you need more eyes on your copy or need any suggestions. Follow these steps to submit a post for approval,
- In the Compose window, create your post as usual
Add text, upload a photo, set a custom posting time or schedule by category (all these additions will be applied to the post if/when submitted for approval) - To submit the post for approval, click the Approvers button and select the Users/User Groups to whom you wish to send the post for approval.
You have the option to submit the post as a draft or scheduled post
Posts awaiting approval will appear neatly under the Planner. As the original submitter, you can click on the scheduled post and edit its content. You can even edit the approver(s).
Note:
Users in the workflow of creating and approving the posts will receive an email, mobile, desktop notification when the message is submitted.
Also, If you use Slack, you can connect your Statusbrew with one or more Slack channels or workplaces to receive the notifications. Learn more about Slack Integration here.
Approving A Post
After the posts are submitted, approvers will find an easy-to-use interface for approving or rejecting them from within the Planner.
Needs Review
The Needs Review section of the Planner contains all the posts awaiting approval.
If you’d like only to view the posts awaiting approval, you can use the inbuilt filter “Post Status is” to filter all the posts that need approval.
Editing Or Approving A Post
To edit or approve any scheduled post, follow these simple steps:
- Under the Planner, click on any post awaiting approval to open the detailed view
- Click on the Edit post icon if you'd like to make some changes to the post
- If the post if good to go, simply click on the Approve button
Note:
Bulk actions can be performed on posts in Statusbrew Planner. Approvers can select multiple posts and approve them all at once. Not only this, but posts in Planner can also be bulk deleted or tagged.
Rejecting A Post
If you decide to reject a post, you can easily do so by following these steps:
- Under the Planner, click on any post awaiting approval to open the expanded view
- Click on the Reject button, and you'll get a dialogue box where you can select a Rejection reason and give any additional comment
- We have added a few most commonly used rejection reasons for you. You can update these from the App Settings under Rejection Reasons
The author of the post will find the rejected post in their Rejected queue. Click on any rejected post to view the approver’s rejection reason and notes. You can edit and resend it for approval, or delete it.
Other options under this view include Post Preview, Share Post, Edit Post, and Delete Post. You can even mention a user/user group or add a comment to the post.