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 approval — the colleagues with publishing rights are notified.
ConfirmedReviewersContent reviewed and confirmed.
Approved and publicly visiblePublishers onlyReleased in this language.
DeclinedReviewers/publishersSent back — rework and suggest again.
CancelledPublishersWithdrawn from the workflow.

Users without the publish reference profile 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, publishers approve. See Team & Permissions.

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

A reference published only in German shows a language hint to English visitors (and vice versa) — see 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 (reviewers responsible for the reference's groups are suggested first), 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.

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.