Improve the user client approval process

At the moment, if I want to create a post for m client which will be visible in their dashboard there's no option for me to create this post from my dashboard, and I will have to switch over to their dashboard.

 

That's fairly simple, however, if I want to create a post to send them for approval, I'll have to create that post from within their dashboard, and if they approve or reject it I won't be notified, because the post was created from their own dashboard. 

 

This process needs to be improved, so that it's easier for me to create posts that I can send to my client for approval, and when they're approved or rejected, to email me instead of the email address on the clients dashboard.

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  • Jan 20 2020
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  • Shanna Turner commented
    6 Jul 02:14pm

    I figured the best way to work is to: schedule content as the client, switch to the admin's dashboard and “send for approval” from the Admin to the client. So the client would log in and see that the Admin has requested them to approve the post, and any communications can be clearly identified as client or the Admin rathe than all being the client.

    The problem I am having is only when the client rejects a post. Once rejected, it comes back to the Admin, I make the amend and schedule but it goes into the Admins calendar and not to the clients calendar (where it was originally curated). This is the only part of the process that is falling down for me.

  • Baylee Kraus commented
    28 Dec, 2020 04:09pm

    looking forward to having this implemented to make the post approval process easier for myself and my clients! Time saving processes are important.

  • lauren Swanson commented
    27 Oct, 2020 05:38pm

    And even without the approval process! The client should be able to see what any or all users have scheduled for their profiles regardless of if they need to be approved or not.

  • Rich Steel commented
    17 Jun, 2020 10:20am

    This is so important! I'm baffled that is hasn't been implemented. It's next to impossible to create a meaningful approval workflow at the moment.