Set Up Message Moderation for Email

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Goal

Configure message moderation so that email sendouts created by users without send permission require approval before they are sent.


Prerequisites

  • You have permissions to manage group settings.

  • You can create and manage approvers lists.

  • Authors who require approval do not have permission to send email messages.

Required permissions (reference)

The permissions listed below are typically required to complete this task. Availability depends on your system configuration and assigned roles.

Group administration

  • Group Administration: Edit Group Settings (402)

  • Group Administration: View Group (404)

Approvers list management

  • Approvers List: Use (2309)

  • Approvers List: Create (2310)

  • Approvers List: Edit (2311)

  • Approvers List: Delete (2312)

User management

  • System Administration: View All System Users (2001)
    OR

  • System Administration: View and Edit All System Users (2000)

This task assumes that you are familiar with the concept of message moderation. For an overview, see Message Moderation.


Procedure

1. Create or adjust an author role

  1. Navigate to User Management > Permissions.

  2. Open the role assigned to message authors.

  3. Remove the permission to send email messages.

  4. Save the role.

2. Create an approvers list

  1. Navigate to User Management > System Users > Approvers Lists.

  2. Click Create.

  3. Enter a name for the approvers list.

  4. Add the system users who are allowed to approve messages.

  5. Save the list.

3. Assign the approvers list to a group

  1. Navigate to Audience > Groups.

  2. Edit the target group.

  3. Open the Sendout Options tab.

  4. Select the approvers list in the Message Moderation setting.

  5. Save the group settings.

Result

For the selected group, email messages created by users without send permission require approval before sendout. Any user in the assigned approvers list can approve or reject pending messages.


Next Steps