Managing ReferencesPublishing References

Publishing References

The approval workflow, per-language statuses, publication channels, release levels, and reviewer notifications.

Publication is deliberately a multi-step decision: what goes public, in which language, to whom, and on which channel are controlled independently on the Status & publication tab.

The approval workflow

Each language version of a reference has its own approval status:

StatusWho sets itMeaning
In ProgressAnyone with edit rightsDraft, work ongoing.
SuggestedAnyone with edit rightsProposed for content approval — the responsible reviewers are notified.
ApprovedReviewersContent reviewed and approved — the first safe spot.
Content rejectedReviewersSent back with a comment — rework and suggest again.
Proposed for publicationReviewersTwo-stage workflow only: handed to the publishers.
Public release rejectedPublishersTwo-stage workflow only: publication declined with a comment; the content approval stays.
Approved and publicly visiblePublishersReleased in this language.
CancelledPublishersWithdrawn from the workflow.

Users without review or publishing permission can take a reference up to Suggested — the approval statuses are locked for them. This separation lets teams work with a four-eyes principle: managers write, reviewers approve, publishers release. See Team & Permissions.

The status tab guides you through all of this: a stepper shows the current stage, whom the reference currently lies with, and the next steps your role may take — including the optional two-stage publication approval, the mandatory rejection comments, and a full per-reference status history. The dedicated Status Workflow page walks through the whole lifecycle, the roles, and the kanban board.

Public visibility

The Publicly visible reference checkbox is the master switch (requires publishing permission). A reference is publicly visible in a language when both are true:

  1. The language's status is Approved and publicly visible
  2. Publicly visible reference is enabled

Visitors always get the best available published language: their own language if published, otherwise English, otherwise German — with a hint that the content is shown in a fallback language. Only a reference published in none of those languages stays hidden. See Languages and per-language availability.

Publication channels

Choose where the published reference appears:

  • Website — the public platform: search, industry pages, your company profile
  • Customer Showcase — your branded catalog for your own website
  • API — the REST API feeding your website or intranet
  • Digital Signage — your screen playlists

Companies can define additional custom channels; those appear here too.

Release levels

Even within a published reference, individual content pieces (contact data, contract value, employees involved, media files, partner roles) carry their own release level:

LevelVisible to
My company onlyYour team
Contacted companiesCompanies you have exchanged messages with
All membersLogged-in users
PublicEveryone

This lets you publish the story while gating the sensitive numbers.

Notifying reviewers

The status tab includes a notification block: select recipients, add an optional message, and the notification is sent when you save — by inbox message and, depending on each recipient's settings, by e-mail. This is the standard way to hand a Suggested reference to your publishers.

The suggested recipients are the reviewers responsible for the reference's groups. With location-based reviewer assignment enabled, the suggestion is narrowed to the reviewers responsible at the reference's responsible company location — groups without a location-specific assignment fall back to the company-wide reviewers. If exactly one reviewer matches, they are pre-selected.

The reviewer suggestion appears when a language is set to Suggested — the hand-over to content review. Setting a status to Approved targets the next step instead and offers your publishers, who remain company-wide.

Anonymous visitors & the view limit

Public references are visible to anyone — but visitors without an account can only open a limited number of reference detail pages before being asked to register. References marked as Featured by the platform are exempt from this limit.

All references — including drafts and unpublished ones — count toward your plan's reference contingent. Delete abandoned drafts, or upgrade if you're at the limit. See Plan & Billing.