Inviting & Assigning Users
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
Navigate to the Correct Workspace:
Start by selecting the correct workspace within your Loopit account where you want to add users.
Access the Users Menu:
Click on Users from the Settings menu to open the user management section.
Add a New User:
Click Add User to invite a new team member.
Enter their name and email address in the corresponding fields.
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.
Assign a Role:
From the roles you've defined earlier (e.g., Admin, Customer Success), select the role for the new user.
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.
It is not yet possible to add new users in bulk. Speak to your Loopit customer success manager if you require bulk upload.
If you have several users to add, you can click Save and Add Another to quickly add additional users without leaving the page.
Editing a User
Navigate to the Correct Workspace:
Start by selecting the correct workspace within your Loopit account where you want to add users.
Access the Users Menu:
Click on Users from the Settings menu to open the user management section.
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
Update User Settings
From this page you can update their name, role and location.
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