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Team review and approvals
Review rules, approving and asking for changes, review links for clients, and guests.
Review rules
Every project has a review rule, set in its settings. Approval is on by default, because the AI drafts much of the work:
- Recommended (the default): while you're the only person on the team, posting approves your own work; once there are two of you, a teammate approves it.
- One teammate: someone other than the author approves.
- An admin: an admin or owner approves.
- Its maker: whoever made it approves it, and posting approves it.
- No approval: no review step. Not recommended when the AI drafts posts.
Draft, review, approved
Work moves from Draft to In review to Approved. Reviewers can approve, ask for changes with a note, or put it on hold. The Planner shows each stage as a column, and the badge on Planner counts what's waiting on you.
Review links for clients
Share in the editor makes a review link. Anyone with the link can watch the video and approve it or ask for changes, without an account. Their decision shows up on the item like a teammate's.
Guests
To give someone outside the team access to one project, share the project with them as a guest. Guests see that project only (its posts, planner, ideas and reviews), never your other projects, billing or team. Guests are free, up to five per team.
Updated