Overview
Loop lets you control both business notifications (for company-wide activity) and user notifications (for personal alerts).
Business notifications are sent to selected team members when activity occurs across your Loop account, for example, card approvals, refunds, deposits, and payments.
User notifications are personal and typically sent by SMS, such as when cardholders upload receipts through text.
This guide explains how to manage both types of notifications.
Steps
1. Go to your notification settings
Sign in to your Loop account.
From the left menu, click Settings → Notifications.
Choose one of the two tabs:
Business Notification Settings – manage company-wide alerts.
User Notification Settings – manage your personal SMS notifications.
2. Manage business notifications
Under Business Notification Settings, you’ll see categories such as Card Notifications, Account Notifications, and Payment Notifications.
For each event (e.g., Approved Card Transaction, Deposit Received, Payee Payment Sent), you’ll see the current list of recipients.
Click Change Recipients next to any event to edit who receives that alert.
In the Edit Recipients window:
Use the dropdown to select a role (Owner, Admin, Bookkeeper, Member, or Read-only).
Click Add Recipient to include someone new.
Click Remove to stop sending that alert to someone.
Click Done to save your changes.
3. Manage personal (user) notifications
Select the User Notification Settings tab.
To enable SMS alerts, first add your phone number.
Check the box for Approved Card Transaction – SMS to receive transaction alerts via text.
Notifications will only be sent to the cardholder for that card.
Tips
You can add or remove recipients anytime. Changes apply instantly.
Keep notifications limited to relevant team members to reduce email clutter.