Manage external approvals

Jul 27, 2026
Knowledge

Procedure Steps

Article updated: June 26, 2026

Manage external approvals

If your organization’s approval process happens outside of Hootsuite, you can document those approvals directly in the platform. This workflow allows users with the proper permissions to mark posts as approved when scheduling or publishing, ensuring a clear audit trail in your post history and CSV exports.

This article describes the new Social OS experience. If you haven't switched yet, select the Classic tab for instructions. Learn more about the Social OS experience.

Plans: Enterprise

Note: Team members must have the Document external approvals permission enabled to mark a post as approved and enter an approval note. Learn more about setting approval permissions.

Document external approval of a post

Mark a post as approved and add a note for context when scheduling or publishing a post.

Go to Perch, then select Calendar to start and schedule your post in a calendar view, or select Create a post.
In the Approval workflow section, select Mark as approved.
Enter a note to provide context for the external approval.
Schedule or publish your post as usual.

Go to Create, select your social accounts, and create your post.
In the Approval workflow section, select Mark as approved.
Enter a note to provide context for the external approval.
Schedule or publish your post as usual.

The post appears in your content calendar, with context in the post’s approval history. Learn how to view post approval history.

Learn more

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Manage external approvals

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manage-external-approvals