User Permissions Overview in Loop

Modified on Wed, 5 Aug at 4:09 PM

Overview

Loop’s user permission settings allow administrators to control access levels across their teams by creating customized permission Profiles and assigning them to Users.

Note: This initial rollout focuses on Accounting permissions. Additional permission controls across other areas of Loop will be released in future updates.

Key Concepts

Profiles: Customized roles with specific access levels and visibility rules.
Users: Team members who are assigned to a designated Profile.

How to Set Up User Permissions

Step 1: Navigate to Permission Settings

Click on your Name in the top right-hand corner of the screen.
Select Settings from the drop-down menu.
Scroll down the left sidebar and click on Permissions.

Step 2: Create and Customize a Profile

Select the Profiles tab.
Click Create Profile (or select an existing profile to edit).
Enter a Profile Name that reflects the role (e.g., Accounting Associate).
Toggle or edit the specific permissions you want users in this profile to have access to.
Save your changes.

Step 3: Assign Users to a Profile

Select the Users tab.
Locate the team member you wish to update.
Assign them to the desired Profile from the available drop-down options.
Save your changes.