Approver Setup

Managing your content building and maintaining security and the quality of articles involves making sure that changes are properly approved before being applied.

Permissioning can be set on any article by specifying one or more Approvers. Once an approver is set, any changes to that page, or its sub-pages, will be sent to that approver to review before being committed.

When multiple parent pages have approvers set, then all of those approvers must accept the change for it to be applied. If any one of the approvers reject the page, then it will not be applied.

Note: In order to only allow the approvers to edit an article, and not other users, go to an article's Settings page and set "Approvers Edit Only" to Yes.

There are 2 types of approvers:

  1. Primary Approver
    • Oversees the changes to or removal of articles and access controls, as well as the creation of related sub-article 
  2. Super Approver & Top-Level Approvers
    • Overseer approver over the creation, updates, and removal of all articles and its workflows, regardless of whether an approver is set for an article. The Super Approver will review all article changes across the entire system.
    • Top-Level Approvers function similarly to a Super Approver but are specific to the default Policies & Procedures tab or each individual custom tabs (enterprise version only)

Instructions on setting up each of these types of approvers will be detailed in this section.

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Up Since 2/27/2023 7:54:07 PM