How to Set Up a Social Media Approval Workflow for Clients

Choose the Reviewers Before Drafting

Suppose your agency manages a bakery and a bookshop. The bakery wants to approve the price and photo for a Friday pastry special. Give the writer a Content Creator seat, the account manager a Manager / Publisher seat, and the bakery contact a Client seat. The workspace Owner assigns only the bakery brand to that contact in Settings → Team.

In Settings → Channels, the Owner selects internal review followed by client review. Choose single review for a team that needs only one decision. A solo Owner can turn approvals off. Check the seat allowance for your plan when counting the writer, reviewer, and client.

Review the Post the Customer Will See

1. The writer saves the bakery draft with the caption, photo, and destination account, then submits it. The bookshop’s client cannot see it.
2. The account manager checks the offer dates, price, photo, and account. If the price needs correcting, they request changes and explain what the writer should fix.
3. Once the internal reviewer approves, the bakery contact sees the submitted version. They can approve it or request a change, such as replacing a photo that shows last month’s product.
4. After a revision, the writer resubmits the draft. Both stages run again. Once the final version is approved, the publisher can schedule it for Friday.

Keep the Decision With the Work

If the bakery later asks which offer it approved, an Owner or Admin can open the audit log in Settings → Team. Find the post’s decisions and notes, then export the CSV for your records. The export covers the workspace, so select the relevant rows before sending anything to one client.

An approval records a decision on the submitted content. If the price changes on Thursday, edit the caption and send the new version through review. The calendar date alone does not tell the team which caption the client saw.