Define how content moves through review before it can be used.

No more email chains or lost approvals. Everything is tracked in one place.

How to Get There

1. Click Company in the left sidebar.

2. Select the Approval tab at the top.

Turning On Approvals

Toggle Approvals on (blue) to require review before content can be marked approved.

Auto-Approval Settings

Decide which content needs human review:

⚠️ For FINRA-regulated companies: We recommend requiring review for all assets since a licensed principal must review marketing materials.

Creating an Approval Flow

1. Click Add New Approval Flow.

2. Name it clearly (e.g., 'Marketing Review' or 'Legal Approval').

3. Add a description so your team knows when to use it.

4. Choose the review mode:

   • Sequential — Stages happen in order. Stage 2 doesn't start until Stage 1 approves.

   • Parallel — All reviewers see it at once. Anyone can approve.

5. Add your first stage:

   • Give it a name (e.g., 'Legal')

   • Add the approvers

   • Choose: Any One (one person approves) or Everyone (all must approve)

6. Add more stages if needed with '+ Add Stage'.

7. Click Save Changes.

You can create multiple flows for different content types: quick review for social, full review for campaigns.

Setting Expiration Rules

Approved content doesn't stay approved forever. Set when it expires:

1. Choose a default expiration period (30 days, 90 days, 1 year, etc.)

2. Decide if expired content should automatically resubmit for re-approval.

Never worry about outdated content staying live. Warrant tracks it for you.