Retriever’s drafting and authorized publishing features give you full control over your slide publishing process. With 3 unique account types, administrators have the ability to decide who within your organization can create, draft, approve, and publish your Retriever slides.
As an author, you’ll be able to create and edit slides, but you will not have the ability to publish them. In order to publish a slide, you must request approval from a publisher or admin within your organization. After editing a slide, hit the “Save” button to either save the draft and continue editing the slide, or save the daft and return to the gallery view of your playlist. Here you will also have the option to request approval of the slide. Once you select “request approval”, you will have the option to choose certain individuals in your organization to review the slide. If you choose to save the draft and return to the playlist, you will have the option to request approval later by selecting the draft button on the slide and hitting “request approval” there. If you want to create multiple drafts of the same slide, simply duplicate the original slide in order to apply different edits to the same template.
As a publisher, you’ll have the ability to create, edit, approve, and publish slides. If an author within your organization requests approval of a slide, you’ll receive a notification prompting you to review and approve their work before the slide may be published to a playlist. You may also approve a draft by clicking “Draft” or “approval requested” on any particular slide in your playlist. In this window you’ll be able to compare the current version with the drafted version, and then decide to approve the draft, discard the draft, or leave it for further review by clicking “Close.”
As an admin, you’ll have all the same responsibilities as a publisher while additionally being able to manage the organization, users, and billing of your account. To manage the users, login to your admin account, click the 3 grey dots at the top right of your screen, and select “manage.” This will bring up a list of all the users within your organization. To edit an individual’s role within your account, click the three dots to the right of their name, select “edit”, then “role.” Of the three different role types select the proper one for that individual, then hit “save.”
Getting Started