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Enable the Publishing Workflow and select reviewers

Who can configure the Publishing Workflow?

User level Enable / Disable Publishing Workflow Add / Remove Reviewers View Guides Pending Review Review / Publish Content
Admin users Yes Yes Yes Yes, if a reviewer
Regular users No No Yes, if a reviewer Yes, if a reviewer
Editor users No No No, cannot be reviewers n/a

Configuring the Publishing Workflow

  1. Go to Content > Publishing Workflow.
  2. Toggle the Publishing Workflow Status.
    • Disabled: the Publishing Workflow is not turned on. Guide owners and editors can publish new content immediately.
    • Enabled: the Publishing Workflow is turned on. Review will be required before publishing new guides, pages, and boxes.

Adding and removing authorized reviewers

  1. To add a reviewer: click in the Authorized Reviewers field and select a name from the list.
    • Reviewers will have the ability to publish all hidden (i.e. Draft mode) content and change the status of guides to Published.
    • New guides, pages, and boxes created by reviewers can be published immediately -- they do not require review.
    • Remember: Admins are not automatically authorized reviewers and must be added individually.
  2. To remove a reviewer: click on the Delete () icon next to a reviewer's name.

Selecting Publishing Workflow from the Content menu

Changing the Publishing Workflow Status

Selecting authorized reviewers

What happens when Publishing Workflow is enabled?

When the Publishing Workflow is enabled, only authorized reviewers are able to publish content. For other users (including Admins who are not authorized reviewers), there will be restrictions when working on guides that have a status of Published.

The following table summarizes which actions will require review by an authorized reviewer.

Action Review required?
Changing a guide's status to Private No
Changing a guide's status to Published Yes
Changing a guide's status to Unpublished No
Taking a box or page out of Draft Mode on a Published guide Yes
Taking a box or page out of Draft Mode on a Private or Unpublished guide No
Adding or editing content items & assets in visible boxes (i.e. boxes not in Draft Mode) No

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