Skip to main content
Users Management
Updated over 2 months ago

Loop has updated our roles and permissions to streamline functionality and enable end-to-end self-serve user management. We’ve created a new tiered approach.

  • Users have "roles"

  • Roles have "permissions”

  • Permission control entity-level access

Admins can add a new member and update/edit roles and permissions. To access users' roles and permissions, navigate to Settings --> Teams.

  • Client admins can add a new member

  • Client admins can select roles for their users

  • Client admins can see the permissions that are contained within each role

Admins can not deselect the admin role for themselves.

Add a Member

To add a member, click the button on the top right corner.

A right-hand panel will appear to add the new member's first name, last name, email address, and Role. Click " Save" to submit. This will automatically send an email invite to the new member.

The new member will appear in the team list with an "invited" tag. The three-dot button on the right-hand side allows admins to "Resend invite" or "Revoke invite."

Hover over the "Invited" tag for more information regarding the invite.

Note: If the admin resends an invite, the previous invitations become invalid so the invitee needs to use the latest invite sent.

New members will receive an email invite. They must include their first and last name and the same email address that the invite was sent to by the admin on the signup page.

Edit Role

To update a user's role, click the three-dot button on the right side then select "Edit role."

A list of available roles will appear. Once you've made your selection, click the "Save" button at the top right corner to finalize your changes.

Click the "View Permissions" button to see all the actions the user can perform.

Note: Roles are not customizable. Admins can select multiple roles for one user to ensure the user has all the access they need

View Activity

Click the three-dot button on the right-hand side and select "View activity."

The right-hand side will expand to see the user management activity of the specific user.

This feature is available for non-admin users too!

Deactivate account

Select the three-dot button on the right-hand side and select "Deactivate account" for a specific member.

Detailed Outline of the Roles and Permissions --> Here

Did this answer your question?