Roles & Permissions

The Roles and Permissions feature in Loopit is an essential tool for managing user access in a way that aligns with your organization's privacy and operational needs. By creating tailored roles for different departments or functions, you ensure that each team member has access to only the data and tools necessary for their role. This flexibility is crucial as your organization grows and requires more sophisticated access control.

Setting Up Roles and Permissions

1

Navigate to Settings:

Start by going to the Settings menu in your Loopit account.

2

Access Roles and Permissions:

Click on Roles and Permissions to manage the users and their respective roles within your organization.

3

Add a New Role:

By default, your account will have an Admin role, which grants full access to all features and settings within Loopit.

To create a new role, click on Add Role and enter a role name (e.g., Customer Success).

4

Assign Permissions:

Once the role is created, you can assign specific permissions to it. These permissions may include the ability to view and manage customer data, access specific reports, or make changes to packages or billing.

Permissions for New Roles

At present, the default permissions revolve around privacy and access control. Key areas include:

• Managing People: Allows the user to add, edit, and manage other users.

• Managing Users: Grants the ability to edit user information and roles.

As the Loopit platform evolves, more granular roles and permissions will be added, allowing for even more specific control over which features and data are accessible to each team or individual user.