Guide to setting up secure Content Approval Workflows – 2 of 2

This post follows on from my previous post on setting up secure content approval workflows where we looked at the code updates necessary to consider. In this post we will complete the configuration of our content approval workflow to meet the requirements detailed in the original post.

User Groups

First set up the necessary groups in the Optimizely CMS Administrative interface. These groups will later be used to add users to the Content Approval Workflow.

Create the following groups to match those matched to our virtual roles.

  • ContentReviewers
  • ContentPublishers

Then create three further roles which we will use to configure our language specific content approval workflows:

  • EnglishReviewers
  • FrenchReviewers
  • SwedishReviewers

Catalog Access Rights

Next assign catalog access rights appropriately to our user groups.

Navigate to the Catalog in Commerce and Click the “Manage” button beside “Visible to Everyone”

Grant reviewers only access to change catalog content.

Users

All Content Reviewers will be added to the ContentReviewers group. This group gives them the appropriate catalog permissions.

We will then add a Content Reviewer to the appropriate language reviewer group. The language reviewer group will be used to configure the language specific Approval Sequence workflow. So for example the French reviewer will be added to both ContentReviewers and FrenchReviewers.

Content Approval Workflow Configuration

Finally we can use the groups created to configure the language specific content approval workflow required. The example below has a Content Reviewer group assigned to each language.

Members of these groups will be notified when a version of the content is assigned to them for review. They will then be able to either:

  1. Approve
  2. Decline -> Edit previous version -> Approve

Importantly a content reviewer will not have access to publish content or override an approval sequence. Any content that is not directly assigned via an approval workflow sequence will be read only.

On approval, members of the Content Publishers group will be notified. They can then do a final review across all languages before marking as Ready for Publish.

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