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Knowledge Base - Article Approval

Only users with Publisher rights can publish articles after approval. Users with Drafter and Approver rights can create and review articles but cannot publish them. The Drafter can cancel a review at any time during the approval process. To restart the approval process, the Drafter must go to the article's approval settings, cancel the current review, and select a new approver from the user list. Approvers can be reassigned during the approval process by an Admin user in User Management. This ensures that the approval workflow remains uninterrupted, even if the original approver is unavailable.
Updated last year

Article approval

The article approval process enables efficient collaboration between the Drafter, Approver, and Publisher roles.

Roles:

  • Drafter and Approver: Can draft articles, submit for review, approve articles (if assigned), and cancel ongoing approval processes.

  • Publisher: Can publish articles (with or without approval) and has all drafter & approver rights.

By default, all users have drafter and approver rights but not publisher rights. To assign publisher rights, go to Settings > User Management > Internal Groups > Publisher Group > + User.

Contact your DevRev representative to enable the article publisher group.

Admin users can perform all drafter, approver, and publisher functions, including article deletion.

Submit an article for review

  1. Create an article and click the Create drop-down.

  2. Select Create and submit for review.

  3. Add reviewers to the approval process, who receive notifications and are tagged in the Discussions tab.

Article approval is available only for articles created natively within DevRev.

Review an article

  1. Open the article and locate the Review icon at the top right.

  2. Choose to either Request Changes or Approve.

  3. If requesting changes, provide feedback in the placeholder.

An article is considered approved when all reviewers have approved it.

Publish an article

  1. Open the article and locate the Publish icon at the top right.

  2. Click Publish to make the article available to customers.

Status and stages

  • Status options:

    • Draft: Internal only, not visible to customers

    • Published: Visible to customers via the customer portal

  • Stage options:

    • No Stage (default): No approval process started

    • In Review: Submitted for review

    • Ready to Publish: All reviewers have approved

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