How to use approval workflows

Slate’s brand new approvals feature can help your social team send content for review and approval all within the Slate app.

Here’s how to do it!

Note: The approvals feature is available to our Unlimited and Enterprise subscriptions tiers. Contact your account manager if you have any questions about upgrading your tier.

Adding Content Reviewers (New Slate User)

1. Open your account in the Slate Web Portal
2. Select the “Team” tab on the left navigation bar
3. Select “Invite team”
4. Add any email addresses of new content reviewers and select the “Content Reviewer” permission level
5. Send the invite! Your new content reviewers will receive an email to create their Slate account.

Note: Only Admin users can add or change user permissions

Adding Content Review Permissions (Current Slate User)

1. Open your account in the Slate Web Portal
2. Select the “Team” tab on the left navigation bar
3. Select edit for the team member you want to add content review permissions for
4. Under their user permission settings, select “Can review content” and the select “Save”

Sending content to be reviewed

1. Create your to-be-reviewed content in Slate
2. Select “Share” and then select “Request Approval”
3. Choose the content reviewer(s) you want to receive the approval request
4. Optional: Add a message to be delivered with your request
5. Click submit request
6. Your content will be sent to your drafts and will contain the status of the request

Reviewing content requests

1. Once a content reviewer is sent a request they will receive an email with the approval request information
2. View the content and either approve or reject the approval request
3. Optional: Add a message to be delivered back to the content creator with the approval or rejection

Editing reviewed content

1. Once a request is approved or rejected, the content creator will receive a notification that their content has been reviewed
2. Once the content is reviewed, access your requests through the mobile app drafts folder
3. Select the draft you want to edit and edit as you would any piece of content in Slate, or immediately export as you would any piece of content in Slate