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Use multi-approval for posts

Learn how to require approval from one or more users before a post is published, including how to set up and manage multi-approval in HeyOrca.

Updated yesterday

Multi-approval is helpful when multiple people need to sign off on a post, including internal team members, clients, or both. It allows you to require approval from specific users, or let any assigned approver approve the post. While multi-approval is enabled, the post stays in Awaiting approval until everyone required has approved it, then moves to Approved and publishes at the scheduled time.

Use multi-approval to require approval from one or more internal or external users before a post can be published.

Add multi-approval to a post

  1. Create your post.

  2. Change the post status from Draft to Awaiting approval.

  3. Open the approval dropdown and select Specific users must approve

  4. Select the internal or external users from the list that you want to approve the post.

  5. Save your changes.

After saving, the selected approvers appear on the post.

Track approvals

  1. When a selected user approves the post, their approval appears on the post.

  2. The post remains in Awaiting approval until all required users have approved it.

  3. Once all approvals are complete, the post moves to Approved and publishes at the scheduled time.

Update approvers on an existing post

If you need to add another approver after multi-approval is already set:

  1. Select the post on the calendar.

  2. Open Bulk actions.

  3. Select Multi-approval.

  4. Add the additional approver.

  5. Save your changes.

โš ๏ธ If you override or reset multi-approval on a post, any existing approvals on that post are removed.

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