Overview
Adding your team to Loop helps you manage company spending and permissions more efficiently.
You can assign cards, approve payments, and share account access while keeping control over who can see or do what.
Roles include Admin, Member, Bookkeeper, and Read Only, each designed to support specific responsibilities within your organization.
How to add a new user
Go to Settings
From your Loop Dashboard, click Settings (bottom left corner).
Open the Team tab
Click Team in the top-right corner of your Settings menu.
Click Add New User
Enter user details
Add the name, email address, and role for the new user.
Assign a role
Choose one of the following user roles:
Admin — Full access to all settings, accounts, and features (except removing the account owner).
Member — Can view all account information.
Optional: Toggle on permissions for actions like creating cards, creating payee payments, or approving payments.
Bookkeeper — Can view all transactions, download reports, create payee payments, and manage accounting integrations.
Read Only — Can view all account details and dashboards, but cannot make any changes.
Click Invite
The new user will receive an email invitation to join your Loop account.
Once accepted, their role and access will take effect immediately.
How to remove a user
Go to Settings → Team.
Find the user you want to remove.
Click the Remove (trash icon or “x”) beside their name.
Confirm removal when prompted.
The user will immediately lose access to your Loop account and any assigned permissions.
Notes
Only Admins/Account Managers can add users.
Only Account Mangers can remove users.
You can update a user’s role or permissions anytime under Settings → Team.
All role changes take effect immediately.
FAQs
Can I assign multiple Admins?
Yes — you can have more than one Admin on your Loop account.
Will users get notified when added?
Yes — each new user receives an email invitation to set up their login and access Loop.
Can I change someone’s role later?
Absolutely. Go to Settings → Team, select the user, and update their assigned role.
Do Read Only users count toward my plan’s user limit?
Yes — all user types count toward your total user limit, depending on your Loop plan.