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Approval Workflow

Understand how post approval works, from creation to publishing.

In Heyoo, marketeers (admins) can create posts for managed users. When creating a post for a managed user, their approval settings determine whether the post needs to be approved before it is published.

All posts that are in the approval flow will be visible in the tab Post Overview > Approvals.

1. How Approval is Set by a User

Approval is determined by each user in their Posting Profile > Permissions,

Here, users can choose:

  1. Whether marketing can create posts for them

  2. Whether those posts require approval before publishing

This means:

  • Some posts must be approved before they go live

  • Other posts can be scheduled directly

When creating a post, Heyoo automatically applies the correct workflow based on these settings. You will always see the right option (for example “Send for approval” or “Schedule post”).

2. Approval Flow Explained

When you create a post, there are different ways it can move toward publishing. Depending on the user’s approval settings, a post can be sent for approval or scheduled directly.

In addition, users can choose to request a review from marketing before publishing.

A. When Approval is Required

What you will see:

  • A “Send for approval” button

What happens:

  • The post is scheduled and sent to the user for approval

  • The post will not be published until approval is given

  • The post will appear as pending approval in the calendar until it is approved

B. When Approval is Not Required

What you will see:

  • A “Schedule post” button

What you can do:

  • Schedule the post directly (as approval is not required by the user)

  • Or choose Send for approval if you still want the user to review it before publishing

You can still choose to send the post for approval, even if approval is not required by default. For example, this can be useful if you want the user to confirm the wording before the post is published, add a personal note, or request the user to use the ‘Edit on LinkedIn’ option to tag others.

C. Requesting a Review from Marketing

When users create posts for themselves, they always have full control:

They can can:

  • Schedule the post

  • Post immediately

  • Edit the post on LinkedIn (e.g. to tag people before publishing), or

  • request review (sends the post to marketing for feedback / change request).

When a review is requested, the post is shared with marketing (admins), who can then review, comment, and make changes. Any changes can be tracked using “Compare changes”.

3. Reviewing and Approving a Post

When a post is sent for approval, the user will receive it in their Post Overview > Approvals tab. In the calendar, the post appears as yellow, meaning it is waiting for their approval.

When the user opens the post, they see the full content that was prepared for them, along with any comments from marketing. On the top right side, they have the actions available to decide what happens next.

At this stage, the user can:

  • Review the content of the post, and change the visual used

  • Add a comment to provide feedback or context

  • Edit the post directly to better match their tone or perspective

  • Approve the post

  • Request changes (a comment is required)

  • Reject the post

In many cases, approval is not just a yes/no step. The user can edit the post and approve it in one flow. For example, they might adjust the wording, or add their own personal experience or viewpoints.

Once they click Approve:

  • The post becomes scheduled and ready

  • It turns blue in the calendar

  • It will be published at the scheduled time

All changes made by the user are tracked. Marketing can open the post, view the comments, and use “Compare changes” to see exactly what was added or modified.

This ensures full transparency between marketing and the user, while still allowing the user to make the post their own before it goes live.

4. How Posts Appear on the Calendar

The calendar is the single source of truth for your post status.

Each post is shown on the calendar with a color that indicates its status:

Light Grey

Draft post

Grey

LinkedIn is not connected (post will not be published until connection is restored)

Pink

In review by marketing (after requesting a review)

Yellow

Pending approval from the user

Blue

Approved, scheduled and ready to be published

Green

Published (the post is live on LinkedIn)

Important:

  • Only blue posts will be published

  • Grey, pink, and yellow posts still require action

  • If a LinkedIn connection expires, a post can automatically change from blue to grey and will not be published until reconnected.

Key Things to Remember

  • Approval is determined by the user’s settings in Posting Profile > Permissions

  • You cannot publish a post immediately if approval is required

  • Every post must have a scheduled date and time (unless posting immediately for yourself)

  • If a post is not blue, it will not be published

  • Feedback (comments) and changes are always visible for all users with access to a post

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