Work with Approval Process

Our approval feature will help you and your team monitor the content before publishing them. Make sure to get your team ready before you start. Learn more about Team in here.

Approval status

In RocketLevel, there are 4 statuses:

Activate approval request

There are 2 ways you can activate an approval request:

1. When you create a content, click the Approval icon

   
2. When you edit a content, click the Approval icon

   

Right after the approval request is activated, an email will be sent to you and your team members who have Approve Only permissions. (Learn more about Approve Only permissions in here)

View the posts that are pending for approval

There are 2 ways you can find and view posts that are pending for approval:

1. Via Social > Content or Calendar, navigate the Filter dropdown field and select Approval Status = Pending. Click Apply.

2. Via Social > Approvals, navigate to the approval you want to view and click View

Approve, decline or re-open the approval

1. Once you can view the details of posts pending for approval, navigate to the left-hand side and click the Approval icon button

2. Select one of the following options:

   • Approve: the post will be approved and published at anytime

   • Decline: the post will be declined and the approver will be prompted to comment on the reason for decline. The post cannot be published.

   • Not required: the approval will be revoked and the post can be published at anytime

Bulk Approval

Our bulk approval feature will allow you to view and approve multiple posts all at once.

Create a bulk approval:

1. Go to Social > Approvals

   
2. Click Create Approval

   
3. Select the posts you want to request approval

4. Set the Due Date by when the approval request expires

5. Turn on the Approve All Automatically if you want all the contents to be automatically approved after a specified number of days

6. Click Create Approval to finish

   • After the approval is created, status of all the selected posts will be marked as Pending Approval

Once the approval is required, an email notification will be sent to the your email and the team member with Approve Only permissions.

If the Due Date is set, reminder emails will be be sent to your email and the team member with Approval Only permissions 2 days before the due date.

View a bulk approval:

1. Navigate to the approval you want to view and click View

   • Alternately, if you’d like external users to view the approval without log-in, select Actions > Share Link. A link will be generated for you to share with other users.

     
2. The approval will be opened in the new tab for you to view

Edit a bulk approval:

1. Navigate to the approval you want to view and select Actions > Edit Approval

2. Make your changes on the Edit Approval modal

3. Click Save Changes to finish

View the activity log of a bulk approval:

1. Navigate to the approval you want to view and select Actions > View Activity

2. You can view all the actions and events related to a specific approval

Delete a bulk approval:

1. Go to Social > Approvals

2. Navigate to the approval you want to view and select Actions > Delete Approval

   • The individual contents assigned to the bulk approval will not be deleted

3. Click Delete to finish