| Plan | ✓ Professional ✓ Advanced ✓ Scale ✓ Enterprise |
Clients, employees, or colleagues who can schedule content, whose content always requires approval, are called contributors.
To add a contributor user to your account, follow the steps below.
🕹️ Interactive guide
Check out the interactive demo below for steps, or scroll down for our written guide.
1. Go to Settings → Team Members
2. Click Add team member.
3. Add the name, email address, and select Invite as Restricted User. Click Continue.
4. User permissions are assigned per profile group, so if you have multiple profile groups in your organization, you can disable permissions for a particular profile group, and the user will not be able to see this profile group when they log in to their dashboard.
5. You will now have the option to assign user permissions per feature.
For users who should be able to schedule posts, but every post should require approval, select Contributor under Publish.
6. Click Save once done!
7. The user will receive an invite via email. Once they accept that invite, they'll be able to complete the creation of their account and start scheduling posts.
Setting up a default approval workflow
You can create and set a default approval workflow to automatically handle all posts submitted for review by your contributors.
Once set as default, any post sent for approval by a contributor will automatically be sent to that workflow.
To set a workflow as default:
- Go to Settings → Publishing Settings → Approval Workflows
- Click the three-dot menu (⋯) next to a workflow
- Select Set as default
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Note Only one workflow can be set as the default per profile group. This helps ensure all content follows a consistent approval process without extra steps for your contributors. |
Need further help?
If you have any questions or need additional help, feel free to contact our awesome support team. We are here to assist you! 💙
Related Reading:
Creating, managing, and approving draft posts
Creating approval workflows (single-step and multi-step)
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