Approvals and comments
Control who can publish in Postline with roles and required approval, and collect client feedback with shareable preview links.
Roles
Every member of a workspace has one of three roles.
| Role | What they can do |
|---|---|
| Owner | Everything an admin can do, plus choose and change the plan, delete the workspace, and make other people owners |
| Admin | Manage channels, posting times, the team, API keys, webhooks and automations. Approve or send back posts |
| Editor | Write, schedule and edit posts |
Editors can't change posts that other people scheduled. Only owners and admins can do that.
Require approval for editors
Turn this on in Settings → Workspace → Require approval for editors. Only owners and admins can change it.
When it's on:
- An editor writes a post and chooses Submit for approval. The post waits with the status "pending approval".
- Owners and admins get a notification in the app and by email.
- An owner or admin opens the post and chooses Approve to schedule it, or Send back to return it to drafts. They can give a reason, which is added as a comment.
- The editor is notified either way.
If the scheduled time has passed, pick a new time before you approve the post.
Posts from owners and admins are scheduled right away. Posts created with an API key are scheduled right away too, because API keys have admin access.
Comments
Every post has a Comments section in the composer. Use it to discuss changes with your team. You can delete your own comments. Owners and admins can delete any comment.
Client preview links
A preview link lets someone without a Postline account see a post, comment on it and approve it. Use it to get sign-off from clients.
- Open the post and choose Share preview.
- Postline creates the link and copies it. Send it to your client.
- To stop sharing, choose Turn off link in the post's Client preview section.
On the preview page, your client sees each network's version of the post. They can:
- Leave feedback with Send comment. They enter their name with each comment.
- Choose Approve post.
The post's creator and the workspace's owners and admins are notified of each comment and approval. Comments from the preview page show in the post's comments, marked "via preview link".
A client's approval is recorded on the post. It doesn't schedule or publish the post by itself.
Anyone with the link can see the post, so share it only with the people who need it.
Notifications
Postline notifies you about failed posts, posts waiting for your approval, approvals and send-backs, client comments, and channels that need reconnecting. Open them with the bell at the top of the sidebar.
To also get the important ones by email, turn on Email me about important events in Settings → Account.