---
title: "How to set up approvals for a client"
summary: "Choose who works on a client, how many approvals a post needs, who can skip approval, and what happens after approval."
url: https://kredia.io/help/en/approvals/set-up-client-approvals
lastVerified: 2026-10-24
---

# How to set up approvals for a client

Each client has its own approval rule. Set it up once on the client's **Team & approvals** tab, and every new post for that client follows it.

## Before you start

- **You're an Owner or Admin.** Others can see the settings but can't change them.
- **The people you want are on your team.** You can add Owners, Admins and Editors to a client. To add someone new, invite them on the **Team** page first; see [How to invite teammates](https://kredia.io/help/en/team-and-roles/invite-teammates).
- **You know the default.** Until you save a rule, the client needs one approval from any Admin, and the Owner and Admins can publish without waiting.

## Set the rule

1. Open **Customers**, hover over the client's card and click **Profile Preview**.
2. Open the **Team & approvals** tab.
3. Under the **Who works on …?** heading, click **+ Add a team member**, pick a person, and set them as **Approver** or **Collaborator**. Repeat for everyone who works on this client.
4. Under **How many approvals before a post can go live?**, pick **0**, **1**, **2** or **3**.
5. Under **Who can publish without waiting for approval?**, choose who may skip approval. **Owner · always** can't be switched off. Switch **Admins** on or off. People on the client's team appear here too, so you can let specific people publish without waiting.
6. Under **After approval**, decide whether **Editing an approved post asks for approval again**, and whether to **Let the author choose "publish as soon as approved"**.
7. Read the summary box. It describes the rule in one sentence and warns you if no post could ever go live.
8. Click **Save changes**.

![The Team & approvals tab with the client's team, the number of approvals and who can publish without waiting](https://kredia.io/help/img/set-up-client-approvals/1-en.webp)

![The After approval settings, the summary and Save changes](https://kredia.io/help/img/set-up-client-approvals/2-en.webp)

You can also set the rule while adding a new client: the **Team & approvals** step of the add-client wizard has the same settings. **Skip for now** keeps the default rule.

To go back to the default rule, click **Reset to default** and confirm.

## What can go wrong

- **"You have only 1 approver, so no post could ever go live."** The number of approvals is higher than the number of approvers. Add approvers or lower the number, then save.
- **The author's approval doesn't count.** If you pick 1 approval and the only approver writes the post, someone else must approve it, or someone who can publish without waiting must publish it.
- **"Only Owners and Admins can change these settings."** Ask an Owner or Admin to make the change.
- **Late approvals hold posts.** If the scheduled time passes before the last approval, the post is held (**Hold (default)**). Someone has to click **Post now** or reschedule it.
- **Clients can't be approvers.** Client sign-off in the portal is listed under **Coming later**.

## See also

- [How approvals work](https://kredia.io/help/en/approvals/how-approvals-work)
- [How to approve a post or request changes](https://kredia.io/help/en/approvals/approve-or-request-changes)
- [Posts are stuck waiting for approval](https://kredia.io/help/en/troubleshooting-and-platform-limits/posts-stuck-pending-approval)
- [How to add a client](https://kredia.io/help/en/clients-and-connections/add-a-client)