Control who can approve components

Inspire lets users mark a component as approved to identify that it is in a state of completion, such as being ready for publishing or translation. Marking a component as approved may lock it so that no unreviewed or unauthorized changes are made. An administrator can control if a system lock is placed on the component after a user approves it. By default, any administrator or user can mark a component as Approved and may set a system lock. If necessary, you can limit the number of users or roles who can approve a component.

Tips and tricks

  • If a user is an administrator or has been added to the can_approve module property, that user can approve components in the following places:
    • Content Browser — from the right-click menu, the Options menu, and the Selected components panel
    • Projects — from the right-click menu, the Options menu, and the Selected components panel
  • If a user is an administrator or has been added to the can_approve module property, that user can approve components regardless of whether you require electronic signatures.

  • If you require these special permissions, a user that has been added to the can_approve module property can approve components, but not unapprove them unless:

    • The user is an administrator
    • The user has been added to the Content Browser's can_unapprove module property
  • The green system lock is used when a component has been approved and an administrator has configured the components to be locked upon approval.
  • An administrator can control if a system lock is placed on the component after a user approves it. By default, this optional feature is set to false, and a lock is not placed on a component after approval. For more information, read Control if a lock is set after approval.

To allow non-Admin users to approve components:

  1. From the Security menu, select Module access management.
  2. From the Module access management tab, select Content browser, and then at the end of that row click Update pencil_icon.
  3. On the Update Module Access Permissions screen, select the Properties tab.
  4. In Module Properties, select can_approve.
  5. In Users/Roles, click Add.
    On the Select Users screen, if the list is large or you only want to see a certain type of user, you can narrow the list in the following ways:

    • To see only names that contain a word or specific letters, in Filter, enter text. For example you can find names that contain "admin", or "review". You can't search for text in any other column except Name.
    • To see all users sorted by Name, Security Type, or User Type, click the column heading and then click the grey arrow. To sort by Name or User Type you can also use the Sort By drop-down box.
    • By default, names with a User Type of Support are not included in the list. To see these users, select the Include support users option.
  6. After you finish selecting users or roles, click Select.
    Results:
    • You see your selection(s) added to the Users/Roles list.
    • You return to the Permissions tab of the Update Module Access Permissions screen.
  7. On the Update Module Access Permissions screen, click Save.
    Results:
    • You are returned to Module Access Management screen.
    • Any users whose access you added or removed must log out and back in to see the changes.