Publishing and Permissions Overview

As an administrator, you can restrict the ability for users to directly publish social posts and send bulk emails. With this setting, you have more control over the content that you are distributing, which enables you to have an approval process for the content creators to pass off the content for your review.

Tip: Are you looking for information about Constant Contact’s Email and Digital Marketing product? This article is for Constant Contact’s Lead Gen & CRM product. Head on over to the Email and Digital Marketing articles by clicking here. Not sure what the difference is? Read this!

Enabling Social Posting Permissions

In the Social Posting Permissions settings, administrators can disable or enable posting approval. When approval is disabled, all administrators and marketing managers will be able to publish posts to connected accounts.

When approval is enabled, you can choose to give posting approval to either all administrators, or to specific users. Any user lacking approval will not be able to post directly, and will have to have their posts approved before being published. 

To enable posting approval, do the following:

1. Click    User Menu > Settings in the top toolbar.
   
   

    

2. Click Publishing and Permissions, located under Features in the left panel.
3. Locate the Social Posting Permissions section.
4. Set the toggle as Enabled.
5. Do one of the following in the Give Posting Approval to These Users subsection:
   • Click the All Admins checkbox
   • Enter the names of the users that you want to give posting approval to.

   

Important: When social posting permissions are enabled and All Admins is unselected, Administrators, Company Managers, and Marketing Managers will still have permissions.

Disabling Social Posting Permissions

You can disable social posting permissions as necessary.

To disable social posting permissions, do the following:

1. Click    User Menu > Settings in the top toolbar.
   
   

    

2. Click Publishing and Permissions, located under Features in the left panel.
3. Locate the Social Posting Permissions section.
4. Set the toggle as Disabled.
5. In the modal window that appears, type Confirm.
6. Click Disable Permissions.
   
   

    

Important: Disabling social publishing permissions will force all unapproved posts that have missed their scheduled post time to not be published.

Scheduling Unapproved Social Posts

Once permissions are enabled, only your designated users will be able to post social media content without requiring permission. All other users without social posting approval will need permission.

Users with permissions can be notified about requests to post scheduled social media content. These notifications are safeguards that are in place to prevent unauthorized publishing.  

To schedule unapproved posts for review, do the following:

1. Click Content Calendar in the left toolbar.
2. Click Create > Social Post.
   
   

    

3. Create the social post. 
4. Click Schedule Post.
   
   

    

5. Click the Notify an approver checkbox.
6. In the approver drop-down menu, select the user to notify.
7. Click Post to.
   
   

    

Once a user that does not have posting approval schedules a post and notifies an approver, an email notification will be sent to the approver.

Important: Users that do not have posting approval cannot post immediately. These users must only schedule future posts due to the posts requiring approval.

Approving Social Posts

When a user that does not have posting approval creates a post, the post will show up in the Content Calendar. An administrator must then approve the post. 

To approve social posts, do the following:

1. Click Content Calendar in the left toolbar.
2. Click the Hide Approved Posts checkbox.
3. Locate the post that requires approval. Click the post.
4. Click one of the following:
   • The    green check mark to approve the post
   • The    red arrow to request changes for the post 

   

Once approved, the post is scheduled and published live.

If a post is marked for changes, Lead Gen & CRM will send an email to the user requesting approval. The email will explain that changes were requested by the approver. The user will then be prompted to return to Lead Gen & CRM and update the post.

Important: Once approved, a post cannot have changes requested. The post will be scheduled and must be manually edited or deleted.

Enabling Bulk Email Permissions

The Bulk Email Permissions settings restrict the ability to send bulk email to specific users. Like how the Social Posting Permissions settings deal with social posts, email sends created by other users with access to emails must be approved before sending. When Bulk Email Permissions are disabled, all users with access to emails will be able to send bulk emails. 

To set Bulk Email Permissions, do the following:

1. Click    User Menu > Settings in the top toolbar.
   
   

    

2. Click Publishing and Permissions, located under Features in the left panel.
3. Locate the Bulk Email Permissions section.
4. Set the toggle as Enabled.
5. Under Give Posting Approval to These Users, do one of the following:
   • Click the All Admins checkbox
   • Enter the users that you want to give posting approval to

When not using All Admins, only entered users will be able to send bulk email. Other users with access to email can schedule sends, but they will require approval before sending.

Important: When Bulk Email  Permissions are enabled and All Admins is unselected, Administrators, Company Managers, and Marketing Managers will still have permissions.

Disabling Bulk Email Permissions

You can disable bulk email permissions as necessary.

To disable social posting permissions, do the following:

1. Click    User Menu > Settings in the top toolbar.
   
   

    

2. Click Publishing and Permissions, located under Features in the left panel.
3. Locate the Bulk Email Permissions section.
4. Set the toggle as Disabled.
5. In the modal window that appears, type Confirm.
6. Click Disable Permissions.
   
   

    

Scheduling Unapproved Bulk Email Sends

For users without bulk email sending approval, precautions are in place to prevent unauthorized sending.

To schedule unapproved bulk email sends for review, do the following:

1. Click Lists in the left toolbar.
2. Locate the list that is to be sent.
3. Click    Options > Send Email to List.
   
   

    

4. Click the Notify an Approver checkbox.
5. In the Start typing text box, enter the name of the user to be notified.
6. Select the email to send.
7. Click Send.
   
   

    

Approving Bulk Email Sends

Once bulk email sending permissions have been set, the designated users can approve or deny bulk email send requests.

To schedule unapproved bulk email sends for review, do the following:

1. Click Content Calendar in the left toolbar.
2. Click the Hide Approved Posts checkbox.
3. Locate the bulk send that requires approval.
4. Click one of the following:
   • The    green check mark to approve the post
   • The    red arrow to request changes for the post

   

Additionally, you can see unscheduled posts in the Scheduled Events page.

Click Automation > Scheduled Events in the left toolbar to access the page.

Unapproved sends will appear in the Scheduled Events page with the Awaiting Approval status.

Questions?