Approvals: Team & Clients
Approvals make sure nobody accidentally publishes something that someone else was meant to see first. capty has two routes: internally via a team member, and externally via a client.
Requesting an approval
In Create, just before publishing, you'll find the "Request approval" section with two assignments:
- Assign team member / admin – someone on your team reviews it.
- Assign customer – your client reviews it.
If you assign nobody, the post is simply saved, scheduled or published as normal – with no approval step.
"No team members available"
This means nobody but you is in the workspace yet. Invite colleagues under Team first and they'll appear here. See Team Members & Clients.
"No consented customers available"
Clients can only approve posts once they have given consent. The sequence:
- You add the client under Team → Clients via "Invite client" (first name, last name, e-mail).
- The client receives an invitation and has to give their consent.
- The Consent column shows you whether that has happened.
- Only then do they appear under "Assign customer".
What happens next
The post takes the status Pending and waits. You'll find it:
- on the Dashboard under "Posts Awaiting Approval", with a "Review All" button,
- in the calendar when you filter by the Pending status,
- under Posts – client approvals sit in the "Client approvals" tab.
How reviewers get notified
Each person decides for themselves under Settings → Notifications whether they're told about Approvals – requests, change requests and granted approvals – by e-mail, in-app, or both. If someone isn't noticing requests, that's the first place to look.
Common snags
- The post didn't go out: is it still Pending? Then the approval is missing.
- The client isn't in the list: check the Consent column under Team → Clients.
- Nobody is responding: check whether that person has approval notifications switched on.
- The approval came too late: the scheduled time doesn't roll over by itself – set a new one on the post.