Client Approvals

Social Media
Client Approval Workflow

Give clients and reviewers a clear draft → review → approve/reject → publish flow so content is signed off before it reaches a live feed. Built for agencies and teams managing multiple accounts.

The workflow

From draft to published post, with sign-off

Approvals sit between content creation and publishing, so a second set of eyes is part of the pipeline — not an afterthought.

Step 1

Draft

Content is created and queued for review inside the workspace.

Step 2

Review

Admins can create posts on behalf of clients, and clients can review, accept, or reject them.

Step 3

Approve

Approved posts move forward and can be scheduled or published.

Step 4

Reject & revise

Rejected posts stay in the workspace for edits before re-review.

Team collaboration

Approve and reject posts in one workspace

Invite team members and manage approval decisions for multiple accounts in a single workspace. Collaboration is built into the publishing flow, not bolted on.

Shared workspace

Drafting and review happen in one place for all connected accounts.

Clear decisions

Approve or reject with visible outcomes that route content correctly.

Accountable publishing

Nothing goes live without the review step in the pipeline.

Admin publish override

Admins can publish a client's post on their behalf, even when the client hasn't completed the approval yet.

Approval UI

A review screen built for speed

The approval view keeps the context you need — the post, its destination, and the decision — together, so reviewers can work through a queue without switching tools.

  • Review posts queued for sign-off
  • Approve, reject, or send back for edits
  • See the destination platform for each item
  • Keep everything inside one workspace
Before sign-off

A practical approval checklist

A clear approval decision depends on more than the caption. Review the same core questions before a post moves from draft to publish.

Brief and facts

Confirm the objective, audience, offer, source facts, and brand voice.

Media and format

Check the image or video, crop, caption, links, and destination-specific requirements.

Timing and account

Verify the connected account, publish time, timezone, and reviewer ownership.

Decision and revision

Record approve or reject clearly, resolve feedback, and rerun checks after edits.

Agencies can pair this workflow with the wider agency operating model.

FAQ

Frequently Asked Questions

Have a different question? Contact support.

Content moves through a draft → review → approve/reject → publish flow inside your workspace. Team members can approve and reject posts seamlessly in one workspace before anything goes live.

Add sign-off to your publishing pipeline

Set up your workspace and run a 7-day free trial with the approval workflow.

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