A guide on workflow roles
A proof always has a workflow to determine who can see the proof and in some cases, when they can see the proof.
Ownership and management
Owner: The highest permission on a proof. These people own the proof and can manage the proof through its workflow (nudge and skip) and add/remove people on the proof. They will receive a to-do list for actioning, or an approval.
Editor: Owners can assign an editor if they’d like to delegate the to-do list to someone who’s not an owner. The editor can mark off the to-dos as done and upload a new version, but can’t add/remove people on the proof.
Reviewer permissions inside the proof’s workflow
View only reviewer: Can view the proof but can not add comments or leave a decision.
Reviewer: This is the standard default role for anyone within the workflow. A reviewer can add comments to the proof.
Mandatory reviewer: The proof will stop and wait for this person to make their decision. This role is used if you have key stakeholders who must review the proof.
Gatekeeper: Someone who must review the proof and decide if it continues on through the workflow, or it returned at that point in the workflow with a to-do list to the proof owner. This role is sparingly used and typically used by advertising agencies for a creative director in the first step in a workflow for example.
Approver: The final approver in the last step of the workflow. They give final approval on the proof, or return a to-do list to the proof owner.
Any reviewer can be an inviter as well – this gives them the ability to add other reviewers into the proof’s workflow.
If you have any questions along the way, reach out to our team in-app and we’ll give you any advice you need.