How to Use Post Approval Workflow for Internal Team Members or External Users (Clients)

The post approval workflow in eclincher allows you to request approval before publishing your posts. Approved posts will be scheduled and added to the calendar. You can assign approval rights to internal team members or external users (clients) to ensure the posts are reviewed and approved before going live. Here's how you can use the post approval workflow:

Internal Team Members

Internal team members are the individuals who work with you to manage social profiles.

External Users

External users are clients or stakeholders who don't need access to eclincher but need to approve posts before they are published.

Post Approval Workflow Process

Create a new post and add a schedule.
Click on the "Options" button next to "Save". You can choose to add the post to your Approval List or assign an approval workflow to the post.






You can find all the posts that require approval in the Approval List. Click on "Approval List" to access it.



You can filter the Approval List by date, status, approvers, and profiles for easier management.



Assign the post(s) to an approver:

Assign a post to Single approver:
Any assigned approver can approve the post before it moves to the calendar.

Select "Single" and click "Continue".



Choose your team member then click "Save".




Assign a post to hierarchy approvers:
All assigned approvers must approve the post before it moves to the calendar.

Select "Hierarchy" and click "Continue".



Choose from your team members your 1st Approver. Click on +Add Approver to add more approvers for the post then click "Save".



You may assign up to 12 Users for Hierarchy Approval

Special Settings for External Users (Clients):

- If the post is assigned to an external team member, you will receive a unique URL to send to them for approval. Use the "Copy Link" option to share it.
- External clients will see a fully customized and white-labeled page where they can edit, approve, reject, and add comments to the posts.
- Approved posts will be automatically added to your calendar, and rejected posts will remain in the approval list folder.



Note: To manage external users, go to user settings, click on the "external user" tab, select the relevant user, and adjust their access rights and permissions.

Approve post via email - send email to external approvers (approve/reject from the email itself)

When your content or posts needs external approval, sending an email to approvers allows them to approve or reject the post from their email without needing to log into the platform. To learn more, please check our Email Approval Workflow article.



If you need further assistance, our live chat support is always available to help.

Thank you,

The eclincher Support Team

Updated on: 05/10/2024