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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.

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.

Members see every project; guests see only what's shared with them.

Updated