Review, publish, pause and restore Hub resources
Move a draft through independent review and publication, and understand what pausing or archiving actually stops.
Use these steps in your selected Pixie CRM company workspace. The module, dependent tools and actions available to you follow its configuration and your permissions.
Resource → Submit for review → Approve → Publish
PermissionResource management; Approve for a different reviewer; Publish for publication
Before you begin
Finish the content and check its links before review. Publication, workflow enrolment and email delivery are separate decisions; completing one does not authorise all three.
Follow these steps
- Open a draft and choose Submit for review. Confirm the exact resource and revision shown.
- A different authorised staff member opens the item in review and chooses Approve or Request changes. Review notes are required for either decision.
- After approval, an authorised editor with Publish permission chooses Publish and confirms.
- To withdraw a published resource, choose Pause publication. Pause before editing; saving revised content starts a fresh draft review cycle.
- Archive an eligible non-published resource when it should leave normal registers. To use it again, filter for Archived and choose Restore draft.
Fields and options
- Independent reviewer
- The reviewer must be different from the last editor, including when the last editor is an administrator.
- Review notes
- Required for approval or a request for changes, up to 500 characters.
- Current revision
- The approval must match the revision being published. A stale browser action is refused.
Rules and limits
- Pausing removes new public access and cancels queued email for that resource; already transmitted email cannot be recalled.
- Publishing a workflow can arm its configured future-event trigger. Manual workflows still require explicit enrolment.
- Restoring an archive produces a draft. Paused content can be republished only while its current approval remains valid.
Check the result
- Check the new state and Revision & activity history.
- For a public content resource, open its published page after publication and check it becomes unavailable after pause.
If something does not look right
- If approval is refused, have a different authorised reviewer open the current revision.
- If publication reports an example URL or a changed dependency, repair the draft and complete review again.
Common questions
Can I publish directly from a new draft?
No. Submit it for review, obtain independent approval, then publish.
Does Publish send a marketing email?
No. The published email must still be explicitly queued for eligible recipients, with outbound delivery enabled.