This guide will show you how to get more than one person to approve content before it’s published in WordPress.
We received an email from a PublishPress user who wanted to set up a content workflow for their team. They wanted to receive content from Authors, and then get two people to approve it before publishing.
This is the set-up we’ll use for this example:
- Bob. He will write the content. We’ll put him in the “Contributor” role.
- Donald. He will be the first person to check the content. We’ll put him in the “Author” role.
- Jane. She will be the final person to publish the content. We’ll put her in the “Editor” role.
Let’s show you how this is done in PublishPress:
Step #1. Install the Plugins
Step #2. Add the User Acccounts
Our next step will be to create the Author account for Bob, Donald and Jane.
- Go to Users > Add New.
- Create new accounts for each author.
- When creating account, place the user into the “Author” role.
- Repeat the process for John and Jane, but using the Editor and Administrator role for them. When you’ve finished, your user accounts page will look like this:
Please note: these roles are only examples. If you already have a busy WordPress site with people in these roles, my advice would be to use PublishPress to create new user groups for this tutorial.
Step #3. Permissions
Now we’re going to control what each user role can and cannot do. If you’re new to WordPress, we have some guides to the basic WordPress permissions:
- What Permissions do Contributors Have in WordPress?
- What Permissions Do Authors Have in WordPress?
- What Permissions do Editors Have in WordPress?
The Permissions add-on is the way you can customize the default permissions. This add-on controls which statuses are available to which user roles.
In the image below, people in the Author role can move content to the “Pending Review” statuses.
Click the “Author” and “Contributor” tab to make sure they can not move change the post status to “Published”.
In this situation, the Editors and Administrators should be the only users who can move content to “Published”.
So, how does this impact our workflow?
- Bob. He will write the content as “Contributor”. He puts content in the “Draft” status.
- Donald. He will be the first person to check the content in the “Author” role. He moves content from “Draft” to “Pending Review”.
- Jane. She will be the final person to publish the content in the “Editor” role. She moves content from “Pending Review” to “Published”.
As with the user roles, these are just example statuses. PublishPress allows you to create your own statuses or change the name of existing statuses.
Step #4. Notifications for Moderators
Now that our permissions are ready, let’s set up notifications so that everyone gets notified at the right times.
- Go to PublishPress > Notifications.
- Click “Add New”.
- Title: Notify Authors of New Content to Approve
- When to Notify: Here you can choose to notify people when content is moved to the “Draft” status.
- Filter the content? Choose “Post” as the Post type.
- Who to notify? Choose the people who will approve the content. In this case, it will be Donald.
Now you can repeat this process and create a notification to email Jane when a post is moved to the “Pending Review” status.
Step #5. Publish With the Content Checklist
The Content Checklist add-on allows you to set criteria that your writers should (or have to!) follow.
This add-on allows you to set a maximum and minimum value for categories, tags, and words. For example, you can now ask your users to write between 100 and 500 words or add between 3 and 5 tags.
Here’s how the Checklist appears in the WordPress writing area:
Go to PublishPress > Settings > Checklist and you can create the requirements that you want people to complete before a post is published.
Step #6. Test
Now your workflow is complete. It’s time to test to make sure everything works correctly:
- Have a “Contributor” user create a post. Can they move the content to “Draft”?
- Have the “Author” log in. Can they move the content from “Draft” to “Pending Review” status?
- Do “Author” and “Editor” users get an email when posts need their approval?