What is publish approval flow and how to add it

Modified on Sat, 29 Jul 2023 at 01:25 AM

Publish approval flow helps you streamline your approval process seamlessly.

Types of roles in the approval process are:

Admin - Account admin can add, edit, approve, and reject any post.

Editor - The editor can approve or reject a post.

Limited - Limited users can only add a post to be approved. 

How does approval flow work?

There are two types of approval flows:

  1. Basic approval flow
  2. Custom approval flow

With basic approval flow, you can assign roles to the team while adding team members and the post will be sent for approval based on these roles.

With custom approval flow, you can add a custom flow where you can assign a specific approver at every step of the approval process.

How to add a custom approval flow

1. Go to profiles at the top left and click on add/ view profile.

2. Add or select a profile.

3. Add team members and roles.

4. For the existing profiles, all the members will be editors by default. You can edit this.

5. Click on the Custom approval flow option.

6. Select the account to assign roles.

7. Add the 1st approver.

8. Add another approval block and add 2nd approver, and so on and so forth.

The basic approval flow feature is available on Premium VIP and Business.
The custom approval flow feature is available on VIP and Business.

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