The approvals page
When a client signs in, DemandBird takes them straight to /approvals and keeps them there. The page has up to four sections; a section with nothing in it is left out.
- Awaiting your approval: every post waiting on their review, with the full post preview and its comment thread.
- On hold: posts they parked. Nothing publishes while a post is here. Take off hold sends the post back to them for approval.
- Recently reviewed by you: posts they approved or sent back in the last 14 days, with their verdict and note. These are read-only, though they can still comment.
- Upcoming scheduled: the upcoming scheduled posts for their workspace, read-only, so they can see what's queued without asking. When the list is further down the page, a “N upcoming posts below” button jumps to it. This section is on by default for clients and can be turned off per person.
They only ever see posts they were asked to review, plus that upcoming list. Another client's work is not visible to them, and neither is anything nobody sent them.
What a client can do
| Action | What happens |
|---|---|
| Approve | Marks their review complete. Once every required reviewer has approved, the post is free to publish. If the client can schedule posts, they can also pick a time, and the button becomes Approve & schedule. |
| Send back to team | Returns the post to the team with a note explaining what to change. The post moves to Revision requested. |
| Hold | Parks the post with a reason. It can't publish while it's on hold, and the writer is emailed. |
| Comment | Leaves a comment on the post thread, useful for “approved, but shorten the hook”. To point at the exact words or the spot on the graphic they mean, they select text in the post preview and choose Add comment, or click an attached image to drop a numbered pin. The highlight or pin shows next to the comment. |
| See the history | Reads the revision history of a post they're reviewing, so an edit made after their last look is visible. |
The statuses a client sees
Clients only see four of the editorial stages: Ready for client approval, On hold, Revision requested, and Ready to schedule. Anything earlier, like drafting or internal review, shows as In progress, so the team's own work stays out of view.
Why their approval matters
Clients are set up as required approvers by default. A post with their review still pending will not publish, even if its scheduled time arrives: it waits. That's the behaviour most agencies want from a client seat, and it's the one difference between a client and any other reviewer, who is optional unless marked required per post.
What they can't reach
Anything outside approvals bounces back to the approvals page. In practice a client seat cannot:
- Open the composer, or create or edit posts (unless you grant it — see below)
- Publish, schedule, or delete anything
- Connect or disconnect channels
- See analytics, the LinkedIn dashboard, or the social inbox — though an admin can grant a client access to reports
- See other members' posts
- Create or manage workspaces, invite people, or touch billing
What they can reach besides approvals is their own account settings — name, password, notification preferences — and, if you've given them a client seat on more than one workspace, the workspace switcher.
A client given a specific workspace opens straight into it when they sign in, not into the account's default workspace.
Letting a client edit
Some clients would rather fix a typo than send a post back for it. On the Agency plan you can grant one client the Create & edit posts capability (Permissions & overrides). An “Edit post” link then appears on the posts they review, and the composer opens for those posts only. Everything else about the seat stays locked down.
Setting one up
- Invite them as a ClientSettings → Team Members → invite, with the role set to Client. If you run several clients, give them the client role in that workspace only.
- Add them as a reviewer on a postFrom the draft's Reviews panel. Clients are emailed once every required teammate has approved. See Approvals.
- They get an emailWith a preview and a link. Signing in lands them on the approvals page with your post at the top.