Skip to main content
Module 8 of 12 · Client work and the client portal · Lesson 10 of 18

For clients: approve an article or ask for changes

Read an article your agency wrote for you, then approve it for publishing or say what should change.

3 minBeginnerFor: Client of an agencyLast checked
Video tutorial coming soon

The written steps below are complete. The Video script tab shows exactly what the video will cover.

Before an article goes on your website, your agency may ask for your approval. You read it in your portal and answer with one button. Nothing is published without your yes when approval is required.

By the end you can

  • Find an article waiting for you
  • Approve it
  • Request changes with a clear note

Screens used

  • Your project portal

Steps

  1. 1

    Find the article

    On: Portal

    Open your portal. Articles waiting for you are listed under Awaiting your review. You can also open Content in the menu.

    You should see: The article opens for reading.

  2. 2

    Read it properly

    On: Portal, article

    Read the whole article. Check facts about your business especially: names, prices, places, phone numbers and anything that sounds unlike you.

    You should see: You know whether it is right.

  3. 3

    Approve

    On: Portal, article

    Under Ready to respond? press Approve to give your agency the green light to publish.

    You should see: "You approved this article".

  4. 4

    Or request changes

    On: Portal, article

    If something needs changing press Request changes and write a note saying exactly what. A note is required.

    You should see: "You requested changes". Your agency sees your note and sends the article back when it is fixed.

Tips

  • Quote the sentence you want changed and give the wording you prefer. It saves a round of back and forth.
  • You can choose how you are told about articles: at once, in a daily roundup, or not by email. See Choose which notifications you get.

Troubleshooting

"This article isn't currently waiting for your review."
It was already answered, or your agency has not sent it for approval yet.
Finished this lesson?

Mark it complete to keep your place in the course.