Overview
Loop lets you control who on your team can view, manage, or send payments, access cards, or make account changes. By assigning permissions, you can ensure that every team member has the right level of access for their role — keeping your workspace secure and organized.
This article explains how to assign or update permissions for team members.
Steps
Go to your Dashboard.
Log in to your Loop account and open the Settings menu.
Select the Teams tab.
Here you’ll see a list of all users connected to your account.
Click a team member’s name.
This opens their profile, where you can review and update their permissions.
View permission categories.
Each team member’s permissions are grouped under:
Cards
Accounts
Payments
Teams and Settings
Billing
Assign or remove permissions.
Click the relevant category (e.g., Payments).
Toggle each permission on or off to control access.
For example, to allow a user to send payments, go to Payments and turn on “Send payments”.
Save your changes.
Permissions update immediately once saved — no extra confirmation needed.
Notes / Tips
Only Admins and Account Managers can assign or change permissions.
Review team permissions regularly, especially when roles change.
Be cautious when granting payment or billing access to maintain account security.
Removing a permission takes effect right away, limiting access immediately.
FAQs
Who can edit permissions in Loop?
Only users with the Admin or Account Manager role can assign or change team permissions.
Do permission changes apply instantly?
Yes. Updates are applied immediately once saved.
Can I give a team member access to only one feature?
Yes. Permissions are flexible — you can grant access to specific categories like Payments or Cards while restricting others.