Approve work or request changes

Review from the post

As a client user, you review and approve work on the post itself. This is the same place where you see the post in the wider plan, so you can consider its content, post date, category, and campaign context before making a decision.

Your role controls what you can see. Client users typically focus on review and approval, while agency users run the wider operation. When a post is ready for you, you receive a notification and can open the work that needs a decision.

Understand the status

Posts move through states such as draft, internal review, client review, changes requested, approved, scheduled, and published. Client review means the post is waiting for a client decision. Changes requested means it has been returned for updates. Approved records that the post can move forward.

You may also see scheduled when an approved post has been placed on the publishing calendar, and published after it has gone live. These states keep the decision and the publishing progress visible on the same post.

Make your decision

When you request changes, the post moves into the changes requested state. The agency can update the work and return it to review. Review the updated post in the same place when it comes back to you.

When you approve a post, it moves to approved and can continue to scheduling or publishing. Approval does not by itself mean the post is already live. Scheduled and published are later states in the process.

If several posts are ready and you have reviewed them all, bulk approve lets you approve them together.

1. 01Open the post from its notification or from the Content Planner.
2. 02Review the post in the context of the surrounding plan.
3. 03Approve it if the work is ready to proceed.
4. 04If it is not ready, request changes on the post so the agency team can act on them there.