A post is approved before it goes out
Who is involved
| Role | What they do |
|---|---|
| Tenant admin | Turns on the approval step in Settings. |
| Social specialist | Drafts the post and sends it for review. |
| Social manager | Reviews the post and approves, asks for changes or rejects. |
Step by step
- Tenant admin
Switches on Require approval before publishing in Settings, Features.
What they see:From now on every new post is created waiting for review.
- Social specialist
Writes the post, picks the channels and chooses Schedule or Submit for review.
What they see:The post is saved and shows as waiting for approval.
- Social manager
Opens Approvals.
What they see:The post is listed with its author, channels and schedule.
- Social manager
Approves it, or asks for changes with a note, or rejects it.
What they see:An approved post is released at its schedule; a post sent back stays held; a rejected post is final.
- Social specialist
Looks at the post on the calendar.
What they see:An approved post goes out at its time. A post sent back is not published; the author edits it and asks Copilot to resubmit it, because there is no resubmit button yet.
- Social manager
Checks the result on the calendar.
What they see:The post shows as published, or as held, so nobody has to ask.
Who is told what
Everyone who may approve is told when a post is sent for review (in the app and on the phone), with a link to Approvals. The author is told the decision: approved or rejected links to the calendar, sent back for changes links to Approvals. An unapproved post is never sent to any network.