Tailor Content Approval Settings

Approval settings control who can sign off on content in one Social Space, who is notified when Anyone is used, whether new posts wait for approval before Auto Post, and optional Board status moves.

Before you start

• You need to be a Manager or above in the Social Space to edit these settings. Editors can still request approval on content they can edit.

• Premium includes Anyone or one space member. Premium Plus includes Anyone or unlimited space members.

• Anyone cannot be combined with space members. A post is None, Anyone, or specific members.

• Approvers you add are space members. Saved contacts and email addresses are not approvers, but can be used to send a notification for Anyone.

Open Approval settings

1. Open the Social Space.

2. Open Space Settings.

3. Select Approvals.

Default Approvers

Choose who is assigned when new content is created in this space.

1. Find Default Approvers.

2. Choose None, Anyone, or add space members.

Saving defaults does not email or notify anyone. New content that starts as Anyone stays Not sent until someone clicks Send.

Notify with Anyone

These people are notified when someone sets approvers to Anyone, and they start selected when someone sends an approval request to Anyone. They are not added as approvers.

• Add space members, contacts, or an email address.

• Saving this list does not send a notification.

• Space Settings > Contacts is still the directory for sharing. It is not an approver list, and the Approvers panel does not have a Contacts tab.

Require approval before auto-post by default

Turn this on if new content should wait for sign-off before Auto Post runs. Leave it off if approval is for collaboration only and should not block publishing.

This applies to new content only. On each post, when Auto Post is on, the matching switch is Only if approved. The line under that switch shows the approval state, such as Waiting · 0 of 1. The gear opens the Approvers panel.

Automatic status updates

These rules are optional. They move the card on the Board. They do not replace Approve or Reject in the content header. Moving a card into a status does not approve it.

Watch how approvals differ from statuses.

• When approval is requested, move to moves content when approval is requested and waiting on approvers.

• When fully approved, move to moves content once, when every assigned approver has approved.

Choose None on a picker to leave that rule unset.

Hold Auto Post in selected statuses

Open Space Settings > Autopost. Require publishable status by default turns on Only if status allows for new content. Each post can still change that switch. Publishable statuses has two columns, Publishable and Non-publishable. A status in Non-publishable blocks scheduled Auto Post only when Only if status allows is on for that post.

Scheduled auto post skips while Only if status allows is on and the post's status is non-publishable. This does not prevent posting manually.

Plan limits

If you hit the Premium limit, remove the extra member or switch to Anyone, or upgrade to Premium Plus.

Approval settings FAQs

Does saving Default Approvers or Notify with Anyone send anything?

No. Saving either list does not email or notify anyone. Space members you set as approvers are invited when someone sends the approval request. Anyone stays Not sent until Send.

Does changing a post's status approve it?

No. Use Approve or Reject in the content header. Automatic status updates only move the card.

Watch how approvals differ from statuses.

I still see a Content Approval card. Where do I remove it?

Open Space Settings > Autopost. Spaces that still have the old rule show an amber note and a Content Approval card. Click Delete configuration and confirm. Clients should use Approve in the content header after that.

Space Settings > Statuses only shows an amber alert that points you to that card. Delete configuration is not on the Statuses tab.

Why are approved posts not auto-publishing?

Check two places in Space Settings > Autopost:

1. If the amber Content Approval card is still there, click Delete configuration.

2. If Only if status allows is on and the post's status is in Non-publishable, scheduled auto post skips it until the status changes or you turn the switch off. You can still post manually.

Can I set different approval rules per social platform?

No. Approval settings apply to the Social Space. Use separate Social Spaces when brands need different defaults.

Learn more

• Request Content Approvals

• How to Approve Content