Content and money workflows need careful role choices because they affect what customers see and pay.

What this feature is for

• Content and money workflows need careful role choices because they affect what customers see and pay.

When to use it

• A teammate needs to publish pages, send campaigns, approve posts, create invoices, or manage settings.
• You want separation between drafting and approving.

Do it manually

1. List responsibilities before assigning roles.
2. Give publishing and money access only to trusted users.
3. Use approval workflows for drafts when available.
4. Review role changes after staffing changes.
5. Remove access when someone no longer needs it.

Ask Faster AI

Audit team roles for content publishing and Money. Flag users with more access than needed and suggest safer approval flow.

Review before saving or publishing

• Confirm the change matches the customer experience you want.
• Check owner, timing, audience, and next step before saving.
• Preview anything customer-facing before publishing or sending.

Common mistakes and fixes

• If you cannot find the item, refresh the workspace and check that you are in the right workspace.
• If a save is blocked, review required fields and permissions.
• If AI drafts something unexpected, ask it to summarize the changes before you approve them.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of manage roles for content and money.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Invite teammates and choose access
• Review an AI-prepared draft