# Inviting & Assigning Users

{% embed url="<https://www.loom.com/share/f715c499c3bc48398b5851979f8bcffa>" %}

Inviting users and assigning them to the right roles within Loopit is a straightforward process that ensures each team member has the right access to perform their tasks. Whether you're adding one user or several, these steps will help you set up a seamless user management system.

### Inviting a User

{% stepper %}
{% step %}
**Navigate to the Correct Workspace**:

Start by selecting the correct workspace within your Loopit account where you want to add users.
{% endstep %}

{% step %}
**Access the Users Menu**:

Click on **Users** from the **Settings** menu to open the user management section.
{% endstep %}

{% step %}
**Add a New User**:

* Click **Add User** to invite a new team member.
* Enter their **name** and **email address** in the corresponding fields.

{% hint style="warning" %}
New users will receive an invitation via email that they must accept to join a workspace. The user status is displayed on the User page in Settings.
{% endhint %}
{% endstep %}

{% step %}
**Assign a Role**:

From the [roles you've defined earlier](/settings/users/roles-and-permissions.md#setting-up-roles-and-permissions) (e.g., **Admin**, **Customer Success**), select the role for the new user.
{% endstep %}

{% step %}
**Save the User**:

Click **Save User** to complete the process. This will return you to the users menu where you can see the newly added user.
{% endstep %}
{% endstepper %}

{% hint style="danger" %}
It is not yet possible to add new users in bulk. Speak to your Loopit customer success manager if you require bulk upload.
{% endhint %}

{% hint style="success" %}
If you have several users to add, you can click **Save and Add Another** to quickly add additional users without leaving the page.
{% endhint %}

### Editing a User

{% stepper %}
{% step %}
**Navigate to the Correct Workspace**:

Start by selecting the correct workspace within your Loopit account where you want to add users.
{% endstep %}

{% step %}
**Access the Users Menu**:

Click on **Users** from the **Settings** menu to open the user management section.
{% endstep %}

{% step %}
Edit an Existing User

From the list of current Users, identify the User you intend to edit

Click the elipsis (...) in the row corresponding to the User you intend to remove and select Edit
{% endstep %}

{% step %}
Update User Settings

From this page you can update their name, role and location.
{% endstep %}
{% endstepper %}


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