Social media agency approval workflows
Organize client reviews, team permissions and publishing records for multi-account social media operations.
Agency workflows break when ownership and approvals are implicit. An explicit review trail is often more valuable than adding another scheduling feature.
Separate creation from approval
Define who drafts, reviews, signs off and publishes. Make the final source of truth visible to the client and avoid collecting passwords in shared documents.
Choose access levels carefully
Use role-based permissions and official platform delegation where possible. Confirm what an external agency can see, edit or export.
Track changes and exceptions
Record which draft was approved and what happens when a scheduled post needs correction. Create a simple escalation path for urgent responses.
Action checklist
- Create named draft, review and publish roles
- Use the least permissions necessary
- Preserve a clear approval trail
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