This article will outline how users who have been assigned a scheduled post may review it. For more information on how to send posts for approval, please take a look at this article.
The processes for reviewing posts as a member of the Agorapulse organization (internal user) or via the Shared Calendar (external user) are separated below. You can also approve posts via the Agorapulse mobile app. For more information on how to review a post via the mobile app, please read this article.
How to review a post as an internal user
As an internal user, you will be reviewing posts from inside Agorapulse. If a post is assigned to you, there are several actions you can perform:
Editing the post will not result in an automatic change of the post's status. Only approving or rejecting the post will change the status from To approve.
To view an assigned post as an internal user, you can either:
Select the assigned post directly from the calendar
Or you can click the Assigned to me button at the top right of the calendar. From here, you will see a list of all posts currently assigned to you, and you can view the post by clicking the Pencil icon.
How to leave a comment as an internal user
Internal users may see comments from both internal and external users. Leaving a comment does not affect the status of a post.
To leave a comment on a post, open the post in the Publishing Composer:
Click on the Conversation icon on the top left
Select the Internal or External toggle
Internal notes will not be visible for external users. This will appear in the comments section.
Add a comment in the Write a reply here text box
You can mention an internal user in the text box by adding the @ symbol and the name of the user (the user must have any level of access above Guest on the relevant profiles included in the post group to appear)Press Send Internally or Send Externally
Please Note: All assignees and other users who have commented on the post will be notified once the comment is sent.
How to reassign a post as an internal user
Internal users who have been designated as an assignee have the option to re-assign a post to another user, regardless of whether there are other assignees. Owners and Managers may re-assign a post at any time.
Note: It is not possible to reassign a post in an approval workflow.
To reassign a post, open the post in the Publishing Composer:
Click on the user(s) assigned icon on the bottom right
Add the new assignee in the drop down
Remove assignees using the x symbol if required
(Optional) Add a note for internal or external users in the Your message field
This will appear as a comment. You can mention an internal user in the text box by adding the @ symbol and the name of the userClick Re-assign
Select Send for approval on the bottom right
If you reassign a post to other people but you don't include yourself, you will no longer have access to edit the assignees you selected.
Note: If the option Everyone must approve is toggled on, it is not possible to reassign the post regardless of whether the user is internal or external (except Managers/Owners).
How to approve a post as an internal user
As an internal user, you can approve a post by opening the post from the calendar or from the Assigned to me
From the Publishing Calendar:
Open the post in the Publishing Composer
Then click Approve for all and save to approve the post
or
Click the ˇ icon next to Approve and save and click Save changes to save any edits without changing the status of the post
From Assigned to me:
From the Publishing Calendar, click Assigned to me at the top right of the page
Then, under the post you would like to approve, click Approve.
Note: If the post is part of a group, you will receive a pop up asking you want to go ahead and approve the post.
If a post is approved, the status of the post will change to Scheduled and it will automatically publish at the designated time. If the post is utilizing Approval Workflows, the workflow will continue to the next approval step.
How to reject a post as an internal user
As an internal user, you can reject a post by following these steps:
Open the post in the Publishing Composer
At the bottom right of the screen, click Request changes
If a post is rejected, the status of the post will change to Rejected. A post will not publish while in Rejected status. The post will automatically be assigned back to the person who sent the post for approval (or to its creator if the post is utilizing approval workflows).
An Owner/Manager (or someone with Editor or Admin rights) will need to manually approve the post in order to change the status or re-schedule it. The post can also be sent in a new approval workflow.
Note: Owners, Managers and users with Admin rights on the profile in question may approve or reject a post on behalf of all assignees at any time. In an approval workflow, only the current step will be validated.
This can be useful if a user has been removed from the platform or is on leave
How to review a post as an external user
As an external user, you will be reviewing posts from a Shared Calendar. External users can be added to review posts if the Shared Calendar has been configured. When an external user opens the Shared Calendar they will be notified that there is a post to review. They may then perform the following actions:
To view an assigned post as an external user, you can either:
Select the assigned post directly from the calendar
Or you can click the Post assigned to me button at the top right of the calendar. Clicking this will show you a list of all posts currently assigned to you.
How to leave a comment on a post as an external user
Select Post assigned to you or open the post directly from the Shared Calendar
Click Review this post group
Press Add a comment
Enter your comment in the text box
Press Send comment
Note: Sending a comment will not change the status of a post.
How to request changes to a post as an external user
Select Post assigned to you or open the post directly from the Shared Calendar
Click Review this post group
Click on the Request changes icon
Enter the changes you are requesting in the text box
Click Submit
Please Note: If Request changes is selected, the post will change to Rejected status. A post will not publish while in Rejected status. Shared Calendar can also utilize this option on posts they have not been directly assigned.
The post creator or an Owner/Manager will need to re-assign this type of post or manually approve it to change the status.
How to approve a post as an external user
Select Post assigned to you or open the post directly from the Shared Calendar
Click Review this post group
(Optional) Add a comment following these steps
Click Approve
Note: If a post is approved, the status of the post will change to Scheduled and it will automatically publish at the designated time. If the post is utilizing Approval Workflows, the workflow will continue to the next approval step.