Customize which tabs and options client see
in progress
C
Connor Boyce
updated the status to
in progress
Coming soon!
W
Wendy Betancourt
i would like to share a space with my client, and without to manually have to select each post to hide from the Ideas and In Progress tab. I just want my clients to see the content Pending for approval, Closed and Approved tabs. Thanks
Natacha from Rella
Merged in a post:
Client Approval Process
C
Courtney Blissett
Hi Rella team,
I wanted to share some feedback following our trial, as there is really only one feature holding us back from making the jump across to Rella: the client approval experience.
I absolutely love the platform and have really enjoyed testing it. It has so many of the features we’re looking for, but the client-facing approval process is really important for us as an agency.
Ideally, we’d love the ability to generate a client approval link that takes the client to a strict Previews/Approval-only view, where they can only see the content we have specifically sent to them for review.
When I tested the approval link with a client, they were also able to see areas such as Ideas and In Progress. This deterred us from moving forward, as we don’t want clients seeing our internal planning, drafts or work in progress.
We want their experience to be really simple: open the link, see the posts ready for review, leave feedback or approve them, and nothing else.
If there was functionality to create a client link where they could only access the Previews tab, with no visibility of any other stages or internal content, that would solve the main concern we have with moving our agency across to Rella.
Everything else I’ve tested so far has been fantastic, so I’d really love to see this added!
Natacha from Rella
Thanks for sharing your feedback! Our team is internally testing a streamlined version of approvals. 🥳 If you're a part of Rella's community Facebook group you can watch a preview here: https://www.facebook.com/share/v/1C7V4jiN1T/
And we're currently tracking a feature to customize which tabs are shown on the public view: https://rellasocial.canny.io/feature-requests/p/customize-which-tabs-and-options-client-see
Nichole Martin
I agree! An easier approving process would be a game changer. However, I do know that when you send the preview link to clients, you have control over what they can see. In the sharing screen on the right side, you check mark the content you want them to have access to. and leave blank on the items you don't want them viewing.
But otherwise, an easier approval process would be amazing. I've submitted a request ages ago. It looks like it's in the planning stage! Not sure what changes they'll make but it's on their books to do something better for the approval process!
Natacha from Rella
Merged in a post:
Control Client View on Links
Heather Burks
I would like the ability to customize the client view of links. Our clients would prefer the Calendar or List view, and it defaults to Board, which confuses them. I would like the ability to remove the Board view.
G
Guest
Would love to be able to permanently lock a shared link to just the Calendar view for our clients. Thanks!
Natacha from Rella
Merged in a post:
Can we hide views? It would be better for our clients.
p
patyventura
Hello, is there a possibility for us to control how the dashboard is displayed? For example, we never use the Kanban board or the Table view. It would be nice to be able to hide them to reduce clutter on the dashboard.
Our clients also don't have a use for it, and it can be a little confusing for them for the Kanban board to be the first thing they see instead of the calendar. The calendar is more intuitive for them.
Natacha from Rella
Merged in a post:
Option to Remove Elements from the Content Tab
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Courtney É. Jordan
The content tab is a bit cluttered for my liking. When scheduling content, I don't use the Assignees, Status, Project, Tags, Tasks and Files sections, so I'd prefer not to see them.
I'd like to be able to select the elements I use: Platform, Schedule, Auto Post and Caption.
Natacha from Rella
Merged in a post:
Calendar-Only view
Y
Youtech Social Media
Some of our clients are elderly (lol) and they struggle to understand any of the views except for calendar view when it comes to getting approval. Is there a way for us to get a feature where we only share calendar view + analytics with those clients?
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