The approvals workflow lets you review posts before they are published. This is useful for teams where content needs sign-off before going live, or when the AI assistant creates posts autonomously that require human review.Documentation Index
Fetch the complete documentation index at: https://docs.socializioz.com/llms.txt
Use this file to discover all available pages before exploring further.
Approvals are available on Professional and Enterprise plans.
How approvals work
When a post is created with approval required — either by a team member or by the AI assistant — it enters a pending state. The post does not publish until someone reviews and approves it. Any workspace member who can view posts in the workspace can review, approve, or reject pending content.Who can approve posts
All workspace members (Owner, Admin, and Member roles) can review and approve posts within their workspace. Visibility is scoped to posts in the active workspace — you only see posts that belong to your current workspace.Submitting a post for approval
When creating a post in the composer, you can explicitly send it for approval:- Write your post and select destination accounts.
- Click Approval in the composer footer to submit the post with a
pending_approvalstatus.
Auto-approve toggle
If you schedule a post and want to skip the approval queue, enable the Auto-approve toggle in the composer. This toggle appears when you select a schedule time and a destination account. When enabled, the post goes directly toscheduled status and publishes at the scheduled time without waiting for a review.
Reviewing pending posts
Open the publishing hub
Navigate to the Publishing page from the workspace sidebar. The publishing hub has three tabs: Approvals, Calendar, and Published.
Go to the approvals tab
The Approvals tab shows all posts waiting for review. Each post card displays the caption, attached media, target platform, and scheduled date.
Review the post
Click a post to see its full details, including media previews and platform-specific settings.
Review dialog
Clicking Review on a post opens a detail dialog where you can inspect and edit the content before making a decision. The dialog includes:- Media preview — full-size image or video. Posts with multiple assets display a horizontally scrollable row of thumbnails beneath the main preview so you can review every attachment.
- Title — an editable post title field. Reviewers can update the title before approving. This field is required.
- Account — the connected account the post targets. Reviewers can reassign the post to a different connected account from the dropdown. This field is required.
- Campaign — the associated campaign, if any
- Caption — full post caption text
- Schedule time — date and time picker with timezone awareness. The selected time must be in the future.
- Created date — the original creation date of the post, displayed in your configured timezone
- Reviewer notes — add notes explaining your decision (visible to the post creator)
Validation before approval
The review dialog validates three required fields before allowing you to approve:| Field | Requirement |
|---|---|
| Title | Must not be empty |
| Account | A connected social account must be selected |
| Schedule time | Must be set to a future date and time |
Available actions
From the review dialog, choose one of the following:- Approve — the post moves to scheduled status and publishes at its scheduled time. You can adjust the title, account, and schedule before approving.
- Reject — provide feedback in the reviewer notes explaining why the post was rejected (see below).
- Publish now — skip the schedule and publish the post immediately to the selected account. This option is available when a destination account is selected.
What happens when a post is rejected
When you reject a post:- The post status changes to rejected. It is removed from the pending approvals list.
- An approval record is created with your reviewer notes and email, so there is a clear audit trail.
- The post creator receives a notification (if they have the Approval needed notification enabled in their settings).
- The rejected post remains in the system. The creator can edit the post, address the feedback in the reviewer notes, and resubmit it for approval.
Rejected posts are not deleted. The original creator can revise and resubmit them through the composer.
Approval notifications
Socializioz sends notifications at key points in the approval workflow:- Approval needed — when a post is submitted for review, team members receive an in-app notification.
- Post approved — when a post is approved, the creator is notified with the scheduled publish time.
- Post rejected — when a post is rejected, the creator is notified so they can revise it.
Bulk approve
To approve multiple posts at once, select them using the checkboxes on each post card, then click Bulk Approve in the header. Bulk-approved posts are scheduled to publish 2 hours from the time of approval.Bulk approve details
- Fixed 2-hour offset — the 2-hour scheduling window is not configurable. All bulk-approved posts are assigned the same publish time (current time + 2 hours).
- Late-night approvals — if you bulk approve at 11:00 PM, the posts are scheduled for 1:00 AM. Consider whether your audience is active at that time before bulk approving late at night.
- Rescheduling after bulk approve — to change the publish time of a bulk-approved post, open it from the schedule calendar and adjust the time in the post detail sheet. Each post must be rescheduled individually.
- Validation — bulk approve runs the same preflight checks as individual approval. Posts with missing required fields (no caption, no media when required, no account selected) are skipped and remain in the pending queue.
Filtering
Use the filters at the top of the approvals list to narrow results by platform or search for specific posts by caption text.Mobile experience
On mobile, the approvals list supports pull-to-refresh — swipe down from the top of the list to reload pending posts. Approving a post triggers a success haptic vibration, and rejecting triggers a medium haptic, providing tactile feedback on supported devices.Troubleshooting
| Problem | Solution |
|---|---|
| No posts appear in the approvals tab | Approvals require the Professional or Enterprise plan. On lower plans, posts skip the approval step and go directly to scheduled status. Check your plan in billing |
| A post was modified after approval | Changes made to an approved post (such as editing the caption or swapping media) do not reset its approval status. The post publishes with the latest content at the scheduled time. Review changes in the post detail sheet before the scheduled publish time |
| Bulk approve set the wrong schedule | Bulk-approved posts are always scheduled 2 hours from the time of approval. To publish at a different time, approve posts individually and adjust the schedule in the review dialog |
| Rejected post is missing | Rejected posts are removed from the pending approvals list but are not deleted. The original creator can find and edit the post from the schedule calendar by filtering for rejected status |
| I cannot see the approval button in the composer | The approval action only appears when your workspace is on the Professional or Enterprise plan. On lower plans, use Publish now or Schedule instead |
Resubmitting a rejected post
When a post is rejected, the original creator can revise and resubmit it:Find the rejected post
Open the schedule calendar and filter by status to locate rejected posts. Rejected posts remain in the system with a Rejected status — they are not deleted.
Review the feedback
Open the post detail sheet to see the reviewer notes explaining why the post was rejected. These notes are written by the reviewer during the rejection step.
Edit the post
Click Edit Post to open the composer with the original content loaded. Make the changes suggested in the reviewer notes — update the caption, swap media, or adjust the target account.
Setting up approvals for your team
If you just upgraded to a Professional or Enterprise plan and want to start using approvals, follow these steps:Verify your plan
Approvals require the Professional or Enterprise plan. Confirm your plan in Settings > Billing. On Free and Starter plans, all posts skip the approval step.
Invite team members
Go to Settings > Workspace and invite team members who will create and review content. Assign the Admin role to people who should review posts and the Member role to content creators. See team collaboration for details.
Explain the workflow to your team
Content creators schedule posts with the Direct schedule toggle turned off. This sends posts to the approval queue instead of publishing directly. Reviewers check the Approvals tab in the publishing hub regularly to review pending posts.
Best practices
- Review daily — check the Approvals tab at least once a day so pending posts do not miss their scheduled time. Overdue posts (posts that missed their schedule window) require manual retry.
- Use reviewer notes — always add notes when rejecting a post so the creator knows exactly what to fix. Clear feedback reduces back-and-forth.
- Bulk approve with caution — bulk approve schedules all selected posts 2 hours from now. If you need precise timing, approve posts individually and set a custom schedule for each one.
- Keep approval chains short — Socializioz supports a single approval step (pending to approved). If your team needs multi-level review, use reviewer notes to coordinate between reviewers before clicking Approve.
- Monitor the publishing hub — the publishing hub shows approvals, the calendar, and published posts in one view. Use it as your daily content cockpit to ensure nothing is stuck in the queue.
Published posts
The Published tab in the publishing hub shows a history of all posts that have been published. You can view engagement metrics, filter by platform or date range, and open the live post on the platform. See published posts for details.Related
- Post composer — create posts and submit them for approval
- Scheduling and calendar — manage scheduled posts and track their status
- Publishing hub — access approvals, calendar, and published content in one view
- Team collaboration — set up roles and approval workflows for your team
- Notifications — configure alerts for approval events
- Plans and billing — approvals require Professional or Enterprise plan