Approval Workflows
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      How to add content reviewers & use approval workflows

      Learn how to add and manage content reviewers, send content for approval, and review and edit content in Slate Web Portal.

      Discover how to effectively manage content reviewers, streamline the review process, and make edits to your content in Slate Web Portal with these step-by-step instructions.

      Adding Content Reviewers (New Slate User)

      1. Open your account in the Slate Web Portal
      2. Select the “Team” tab on the left navigation bar
      3. Select “Invite team”
      4. Add any email addresses of new content reviewers and select the “Content Reviewer” permission level
      5. Send the invite! Your new content reviewers will receive an email to create their Slate account.

      Note: Only Admin users can add or change user permissions

      Adding Content Review Permissions (Current Slate User)

      1. Open your account in the Slate Web Portal
      2. Select the “Team” tab on the left navigation bar
      3. Select edit for the team member you want to add content review permissions for
      4. Under their user permission settings, select “Can review content” and the select “Save”

      Sending content for review

      1. Create your to-be-reviewed content in Slate
      2. Select “Share” and then select “Request Approval”
      3. Choose the content reviewer(s) you want to receive the approval request
      4. Optional: Add a message to be delivered with your request
      5. Click submit request
      6. Your content will be sent to your drafts and will contain the status of the request

      Reviewing content requests

      1. Once a content reviewer is sent a request they will receive an email with the approval request information
      2. View the content and either approve or reject the approval request
      3. Optional: Add a message to be delivered back to the content creator with the approval or rejection

      Editing reviewed content

      1. Once a request is approved or rejected, the content creator will receive a notification that their content has been reviewed
      2. Once the content is reviewed, access your requests through the mobile app drafts folder
      3. Select the draft you want to edit and edit as you would any piece of content in Slate, or immediately export as you would any piece of content in Slate