Using the Review and Approval Workflow

Posttely's review and approval system ensures quality control and prevents mistakes before content goes live.

How It Works

1. Create Post: Team members create posts as usual
2. Submit for Review: Posts are automatically sent for review (if enabled)
3. Review Process: Managers or Admins review the content
4. Approve or Reject: Reviewers can approve or request changes
5. Publish: Approved posts are published automatically

Who Can Review Posts?

• Owners: Can review and approve all posts
• Admins: Can review and approve posts
• Managers: Can review and approve posts

Review Process

1. Go to Review Posts in the sidebar
2. View pending posts awaiting review
3. Click on a post to see details
4. Review content, images, captions, and scheduling
5. Add review notes if needed
6. Approve or reject the post

Approval Process

1. Go to Approve Posts (if you have approval permissions)
2. Review posts that have been reviewed
3. Give final approval for publishing
4. Posts are published according to their schedule

Adding Review Notes

Reviewers can add notes to provide feedback:

• Suggest improvements
• Request changes
• Provide context
• Communicate with the post creator

Benefits of Review Workflow

• Maintains brand consistency
• Prevents errors before publishing
• Ensures compliance with guidelines
• Improves content quality
• Provides learning opportunities for team members

Tips for Effective Review

• Review posts promptly to avoid delays
• Provide constructive feedback
• Use review notes to explain decisions
• Establish clear guidelines for your team
• Set expectations for review timelines