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If you want to have clients/colleagues review posts without inviting them as team members, you can do so by modifying your approval workflow and then using a Shared Calendar with them.
🎥 Video guide
How to schedule posts that can be reviewed without logging in
1. Create an Approval Workflow and mark the step for your client/colleague as Shared calendar.
2. After creating your post, click the Assign button. Then, select Assign to workflow and choose the workflow you created. Click Assign, then Schedule.
3. In your Publishing Calendar, click the Export icon and choose Share.
4. After selecting your filters, make sure to toggle on the Viewers can approve option.
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Note: Optionally, you can also choose a date range for the posts, set an expiration date for the link, and add a password for additional security. |
5. The shareable link will then appear for you to copy and send to those you want to give it to.
6. When a client or colleague accesses your shared calendar link, they can approve or reject posts in review and leave a note with it. We'll just ask for their name/email so you can track who reviewed the post.
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
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