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.
Here is a video about PageProof workflows:
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.
Reviewers inside the proof’s workflow
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 click their green finished button. This role can be assigned 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 with a to-do list to the proof owner. This role is sparingly used and typically used by advertising agencies for their creative director in the first step in a workflow.
Approver: The last person in the workflow. They give final approval on the proof, or send back the 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.