Approvals and team
Nothing is sent until a version is approved, except a handoff, which is never sent. The worker publishes the frozen copy. It does not approve.
Approve a post
Section titled “Approve a post”- An editor saves the version and chooses Submit for review.
- An approver, owner, or admin opens the review screen.
- Approving stores the payload that will be sent. Later edits of the source do not rewrite that payload, and they do not rewrite a published post.
If Team has “require a distinct approver” on, the person who submitted the draft cannot approve it. Someone else with the approver role has to accept it.
A failed post can be turned back into a draft and submitted again. An uncertain post is not submitted again. Look it up.
| Role | Draft | Schedule | Approve | Connect and invite |
|---|---|---|---|---|
| Owner, admin | Yes | Yes | Yes | Yes |
| Approver | Yes | Yes | Yes | No |
| Editor | Yes | Yes | No | No |
| Scheduler | No | Yes | No | No |
| Viewer | No | No | No | No |
An invitation can be for the workspace, one brand, or one account. The server checks that scope on every action.
Invite someone
Section titled “Invite someone”On Team, owners and admins enter an email and a role, then choose the scope.
The invitation is recorded. No email is sent. Email delivery is coming soon. The page shows a link. Copy that link to the person through a channel you already trust. The link expires. Accepting it requires the person to sign in. The address on the invitation has to match the user who accepts it.
The Team page also lists members, open invitations, and recent audit events. The audit records who did what. It does not store tokens.
Assistants and approval
Section titled “Assistants and approval”An AI client cannot approve while the approval policy on Settings is “Never”. That is the default. See AI features. A person still approves.