Multi-step approval chains

When several people see a post before it goes out – say, a legal colleague, a manager and finally the client – the approval chain follows exactly that order. Everyone is notified when it's their turn, and the post is scheduled only after the final step.

1. 1Open Settings → Client approval and find the Approval chain section.
2. 2Click Start from a template: legal → manager → client, or choose Empty chain.
3. 3For each step, enter its name and Who approves? – any owner, any editor, one specific person or the client on the approval link.
4. 4If needed, set a time in Deadline and choose who else can decide once it passes.
5. 5Under Order, choose One after another or All at once, then click Save.

How does a post move through it?

• The first click on Approve and schedule submits the post: the approvers of the first step get a push notification and an e-mail.
• Everyone approves their own step – in the app, on the post's Approval chain card, from the phone or from the Slack / Teams channel.
• The client decides their step on the approval link; once the final step is done, the post is scheduled with all the usual checks.
• If someone requests changes, the round ends; after fixing it you submit again and the steps start over.

Deadlines, reminders, escalation

For a step with a deadline we send a reminder before it passes (at most 24 hours before). Once it passes, the person you chose – or, if none, the owners – can decide the step too. All of this shows in the post's history.