Approvals and the dashboard
Who can approve, how approval works, and what each page of the dashboard shows.
Your approval is the decision. Nothing goes live on a site until a person at your agency who may approve that site says so, from the link in the preview email or from the dashboard.
Who can approve
Each person on your account has one or more roles.
| Role | What they can do | Gets previews and receipts |
|---|---|---|
| Owner | Everything, including approving any site, changing the policy, adding people and clients, and managing API keys and billing | Yes, unless they turn routine previews off for themselves |
| Account manager | Approve any site; can be named as a client's designated approver | Yes, and always for a client they are named on |
| Approver | Approve any site | Yes |
| Operator | Forward requests and read everything | No |
| Viewer | Forward requests and read everything | No |
An owner can name one of your people as the designated approver for a client. Previews for that client's sites go to that person, plus every owner, approver and account manager who still receives routine previews. An owner who has switched them off keeps the right to approve anything.
Your client never approves and never hears from SquareJuice. A client contact can only send requests, and only once you have added their address.
How an approval works
- Approval links are bound to the address they were sent to and to one preview. Each works once and stops working after seven days.
- Approving from the dashboard needs a signed-in session with an approving role. It is the same act as the emailed link, bound to the same preview.
- A reply "approved" by email is recorded and does not approve.
- No API key can approve. Approval is always a person.
- Every approval is written to your account's audit record: who, when, and how.
The decisions
From the preview email or the Queue:
- Approve and publish. The change goes live on the site, then SquareJuice checks the live page and sends a receipt.
- Request changes. Nothing goes live. Your note goes back with the request and a new preview follows.
- Reject. Nothing goes live and the request is closed.
When the agent asks before starting work:
- Give the go-ahead. The change is prepared on a staging copy. Nothing goes live until its preview is approved.
- Decline. Nothing is done and nothing changes on the site.
From the dashboard, an operator or owner can also:
- Cancel a request. The run stops and the request is closed. Nothing that is not live yet will go live.
- Re-send approval links. The approvers get new links for the preview waiting now. Earlier links stop working once the new ones arrive. Up to three re-sends per request in 24 hours.
If a preview changes while you have it open in the dashboard, the page reloads and asks you to look at the new preview before deciding.
Signing in
Enter your email on the sign-in page. We email you a link; there is no password. The link works once and expires after fifteen minutes. A session lasts up to seven days and ends after twelve idle hours. You can see your sessions on the Account security page and sign out everywhere at once.
Owners set up two-step sign-in with an authenticator app. Changes to people, API keys, policy and billing need the six-digit code in the current session.
The pages
- Queue. Previews waiting for a decision, and requests waiting for a go-ahead before any work starts.
- Requests. Every request received, its state and its history. Open one to see what was asked, the classification, the before-and-after evidence and the decisions on it.
- Sites. The WordPress sites SquareJuice works on for your agency. SquareJuice connects sites during onboarding.
- Receipts. Finished requests and the receipt that closed each one.
- Usage. Requests received and worked on, by site; the requests that count toward your plan; the median time from arrival to live.
- Billing. Your plan and your last invoice.
- Policy. Each kind of change and how the agent treats it: prepared without asking, asks before work, or sent to a person. Only an owner can change the policy.
- People. The people at your agency who can sign in, and what each may do. Owners only.
- API keys. Keys for reading your account from your own tools. A key can forward and read; it can never approve. Owners only.
- Account security. Two-step sign-in and your sessions.
The daily summary
If anything is waiting on you, one email a day lists it: previews waiting, go-aheads waiting, and requests sent to a person. It says "nothing waiting on you" on the days nothing is. Nothing in it changes a site; it points to the emails and pages where you decide.