> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://eclincher.crisp.help/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Post Approval Workflow # **How to Use the Post Approval Workflow for Internal Team Members or External Users (Clients)** The Post Approval Workflow in Eclincher lets you request approval before any post goes live. Approved posts are automatically scheduled and added to your Calendar. You can assign approval rights to internal team members or external users such as clients, giving you full confidence that every post has been reviewed before publishing. Here's how it works. --- ## Internal Team Members Internal team members are the people who work alongside you to manage your social media profiles within Eclincher. ## External Users External users are clients or stakeholders who do not need access to Eclincher but still need to review and approve posts before they are published. --- # Post Approval Workflow Process ## Step 1: Create a New Post Start by creating a new post in the Post Editor. Before sending it for approval, make sure your post includes the following: * At least one selected social media profile. * A scheduled date and time for publishing. * At least one assigned approver. ![Step 1: Create post and add schedule](https://storage.crisp.chat/users/helpdesk/website/-/1/a/4/a/1a4ad23334901a00/image_16lmlm7.png) || Note: If any changes are needed, the post can always be edited directly in the Approval List. Simply hover over the post to reveal the action icons, such as the pencil icon for editing, the trash icon for deleting, and other available actions. ## Step 2: Send for Approval Click the **Options** button next to **Save**. From here, you can add the post to your Approval List or assign an approval workflow to the post. ![Step 2: Options > Add to Approval List](https://storage.crisp.chat/users/helpdesk/website/-/1/a/4/a/1a4ad23334901a00/image_7vpmce.png) ## Step 3: Assign the Post to an Approver You have two workflow options when assigning approvers: ### A. Single Workflow * Any one of the assigned approvers can approve the post before it moves to the Calendar. * Select **Single Workflow**, choose the team member or members you want to assign, and click **Save**. ![Step 3.a: Single Approval Workflow](https://storage.crisp.chat/users/helpdesk/website/-/1/a/4/a/1a4ad23334901a00/image_1u1o4hj.png) ### B. Hierarchy Workflow * All assigned approvers must approve the post in order before it moves to the Calendar. * Select **Hierarchy Workflow**, choose your first approver, and click **Add Approver** to add more. Click **Save** when done. ![Step 3.b: Heirarchy Workflow](https://storage.crisp.chat/users/helpdesk/website/-/1/a/4/a/1a4ad23334901a00/image_1e3xkhx.png) || **Note:** You can assign up to 12 users for a Hierarchy Workflow. The post must be approved in order, starting with the first approver, before moving to the next. External users will only see the post in their Approval List when it is their turn to approve. ### C. Sharing Posts with External Users (Clients) * If a post is assigned to an external user, you will receive a unique URL to share with them for approval. Use the **Copy Link** option to send it over. * External users will see a fully customized, white-labeled page where they can review, edit, approve, reject, and add comments to the post. Once approved, the post will be automatically added to your Calendar. Rejected posts will remain in the Approval List for further review. ![Step 3.c: Share External User URL to External User/Client](https://storage.crisp.chat/users/helpdesk/website/-/1/a/4/a/1a4ad23334901a00/image_lr826.png) || Note: To manage external users, go to **User Settings**, click the **External User** tab, select the relevant user, and adjust their access rights and permissions. ### D. Email Approval for External Users You can also send an email to external approvers, allowing them to approve, reject, or edit posts directly from their inbox without needing to log into Eclincher. To learn more about this, refer to our [Email Approval Workflow](https://eclincher.crisp.help/en/article/email-approval-workflow-giyoqk/) article. ![Step 3.d: Email Approval Workflow for External Users](https://storage.crisp.chat/users/helpdesk/website/-/1/a/4/a/1a4ad23334901a00/image_198splc.png) --- # Managing Posts in the Approval List ## Access the Approval List All posts that require approval can be found in the **Approval List**. Click the **Approval List** tab to access it. ## Filter the Approval List To make managing your posts easier, you can filter the Approval List by: * **Date:** Publishing schedule or last modified. * **Status:** All Posts, Missing Schedule or Profile(s), Unassigned Posts, Waiting for Approval, or Rejected Posts. * **Assigned approvers** * **Profiles:** Social media profiles or campaign tags. ![Managing Posts in the Approval List](https://storage.crisp.chat/users/helpdesk/website/-/1/a/4/a/1a4ad23334901a00/image_xwtbgi.png) --- ## Related Articles To learn more about the roles and permissions for internal and external users, visit our [Choosing Team Roles and Permissions](https://eclincher.crisp.help/en/article/choosing-team-roles-and-permissions-ffkewt/) article. --- ### Need Help? If you run into any issues or have questions along the way, our **Support Team** is happy to help. Reach out anytime and we'll make sure you get the most out of **Eclincher**. Thank you, **The Eclincher Support Team**