Team & Approvals
SocialHalwa supports collaborative workflows — multiple team members, role-based permissions, and a structured approval process before posts go live.
Plan note: Team features (multiple seats and approval workflows) are available on the Team and Agency plans. The Starter and Pro plans support a single user per workspace.
Roles
Every workspace member has one of six roles:
| Role | What they can do |
|---|---|
| Owner | Full access — billing, account settings, all content. One owner per workspace (not transferable). |
| Admin | Everything except billing. Can manage members and settings. |
| Editor | Create, schedule, and publish posts. Can use the AI composer. |
| Approver | Approve or reject posts submitted for review. Can also create drafts. |
| Contributor | Create drafts only — cannot schedule, publish, or use the AI composer. All posts require approval before they can be queued. |
| Viewer | Read-only access to the calendar and analytics. Cannot create or edit posts. |
Inviting team members
- Go to Settings → Team.
- Click Invite member.
- Enter their email address and select a role.
- Click Send invitation.
They'll receive an email with a sign-up link. The invite is valid for 7 days. Pending invites count toward your seat limit.
To resend or cancel an invite, find it in the Pending invitations list on the same page.
Approval workflows
Approval rules let you require sign-off on certain posts before they can be scheduled or published.
Setting up approval rules
Go to Settings → Approvals to create rules. Each rule can match on:
- Accounts — e.g., only Instagram posts, or only LinkedIn.
- Content types — e.g., only carousels, or only video posts.
- Creator roles — e.g., all posts by Contributors must be approved.
- Specific users — e.g., posts by a particular team member.
Rules are evaluated in priority order — the first matching rule applies.
Submitting a post for approval
When a post is subject to an approval rule, the Schedule button becomes Submit for approval. After submitting:
- The post status changes to Pending review.
- Approvers receive a notification.
- The post stays as a draft — it won't publish until approved.
Approving or rejecting
Approvers can review pending posts from:
- The Approvals section in the sidebar.
- A direct link in the notification email.
After reviewing, they can Approve (which schedules the post) or Reject (which sends it back to draft with a note).
Self-approval: Owners, Admins, and Approvers can approve their own posts. This is noted in the audit log as a self-approval. A warning is shown in the UI as a reminder.
Stale approvals
There is no auto-approval timeout — posts stay in Pending review until a decision is made. If a post has been waiting for 48 hours, SocialHalwa sends a reminder email to approvers.
Client portal (Agency plan)
On the Agency plan, you can invite external clients to a read-only portal where they can review scheduled content, browse assets, and approve posts — without giving them a full workspace login.
Client access uses a magic-link sign-in (no password required) — great for clients who don't want another account.
To invite a client:
- Go to Settings → Clients.
- Click Add client and enter their name and email.
- Send the magic-link invite.
Clients see only the content scoped to their brand — not other clients' content or internal team discussions.