Your Merit account includes a feature called the Approval Workflow which can be enabled at any time. It allows you to give a select few members of your team editorial control of which achievements get published through your Merit account.
Approval Permissions
The Approval Workflow allows you to designate your team members as either approvers or users who need approval. Here's a quick summary of the two types of users:
- Approvers - People who can write and distribute stories on behalf of your institution. In addition to creating their own stories, they can also review and publish drafts submitted by other users at your school who need approval.
- Needs Approval - People who can write (but not distribute) achievements for your institution. This typically includes student workers, interns, or writers whose work requires review from an approver before its final release.
When a user who needs approval submits a story, the individual listed as the approver will be notified via email and prompted to edit, approve or decline the proposed story. Learn more about the approval process.
Activating the Approval Workflow
To activate the Approval Workflow, go to the General section under the Settings tab and scroll down to the Approval Workflow block. There, you will want to check the Use the approval workflow box:
This will allow you to immediately choose which users you would like to give Approver permissions:
Assigning a Default Approver
Merit gives you the ability to connect users who need approval with a default approver, if necessary. You can set up this relationship at any time after enabling the Approval Workflow. To set a default approver, visit the Users section under the Settings tab. There, click on the name of any user who needs approval:
On the Edit User screen, you will see a dropdown box that allows you to connect the user with a specific approver:
Click Update when you're done.