Page and Module Item Approval Process

There are three different page and module item approval processes: Immediate, Approve, Submit & Approve. This article outlines the different models and use cases for each process.

Page & Module Item Approval Process

There are three page/module item approval processes than can be applied. If you wish to change your approval process please see the steps below. You must be logged in as a Site Administrator to change the approval setting. Page approval process applies to Page Administration, News Module, and Events Module.

Page Approval Options

• Immediate: Any changes to Pages, News Items, or Event Items are live immediately. This is the default and most commonly used process. 
• Approve: When a page or module item is created or edited and saved it will be saved but not published. A Site Administrator will then need to review and approve or reject the changes before the page or module item is published. This process is best used when general proofing is required for any changes. 
• Submit and Approve: Once a page or module item is saved it must then be submitted to a Site Administrator for approval along with any relevant comments. A Site Administrator can then approve the submission and make it live or reject the submission along with relevant comments. This process is best used for larger organisations where teams of content editors require proofing and approval of their work. 

How to Change the Page Approval Process

From the admin dashboard Go to Organisation Settings:

Then click on CONTENT MANAGEMENT in the left-hand navigation:

Scroll down to Site Settings and change the Page Approval Process as required (select from the drop down list.  Images show the various options):




Scroll down and click  to save your chosen page approval setting.

Page Approval Process: Immediate

When a page or module item is created or edited you only need to click  for the changes to be made live immediately.  There is no approval process.

Page Approval Process: Approve

When a page or module item is created or edited you need to click  for the changes to be held in approval for a Site Administrator. A Site Administrator or Item Administrator can then approve the page or module item by clicking the APPROVE button. 

Once approve is clicked the administrator will be presented with the approval page and a Page Administrator Preview of the page to be approved. An administrator can then review the page or item and approve or reject the page by entering any optional comments before clicking SUBMIT. An approved page will be made live but a rejected page will be marked as rejected and will need to be reviewed by the content editor. A rejection email will be sent to the page author.

Rejection notes can be viewed by clicking the red thumbs down icon under SUBMIT.

A content editor can then edit the page or item again, make any changes and save it for approval. This process can be repeated as many times as required by the administrator.

Page Approval Process: Submit & Approve

When a page or module item is created or edited you need to click  for the changes to be held for submission. When the page is ready for submission, click the SUBMIT icon to submit the page or item for approval. 

A Site Administrator or Item Administrator can then approve the page or module item by clicking approve. 

Once approve is clicked the administrator will be presented with the approval page and a Page Administrator Preview of the page to be approved. An administrator can then review the page or item and approve or reject the page by entering any optional comments before clicking SUBMIT. An approved page will be made live but a rejected page will be marked as rejected and will need to be reviewed by the content editor. A rejection email will be sent to the page author.

Rejection notes can be viewed by clicking the red thumbs down icon under SUBMIT.

A content editor can then edit the page or item again, make any changes and save it for approval.  This process can be repeated as many times as required by the administrator.