Overview
Loop gives you full control over who can access what within your workspace. Admins can assign preset roles for quick setup — or create custom access levels tailored to each team member’s responsibilities.
This guide walks you through how to add a new team member and customize their permissions.
Steps
Step 1: Enter User Details
Go to your Dashboard and click Settings.
Select the Team tab.
Click Add New User.
Enter the new team member’s details (such as name, email, and role).
Step 2: Select a Role
When adding or editing a team member, choose one of four available roles:
Admin — Full access to all settings, payments, and permissions.
Bookkeeper — Access to account activity and reporting, but no ability to send payments.
Read-Only — View-only access with no ability to edit or transact.
Member — A customizable role that allows you to manually select specific permissions.
If you select Admin, Bookkeeper, or Read-Only, permissions will be automatically set.
If you select Member, continue to Step 3 to customize their access.
Step 3: Customize Permissions for Members
For team members with the Member role, you can fully tailor access:
Click on the team member’s name from the Settings > Team page.
Under Permissions, choose which areas the user can access. Permissions are grouped by:
Cards
Accounts
Payments
Teams and Settings
Billing
Toggle each permission on or off to grant or restrict access.
Optionally, import permissions from an existing team member’s profile to save time.
Click Save — changes apply immediately.
Notes / Tips
Only Admins can assign or modify team roles and permissions.
Use the Member role when you need flexible, customized access.
Permissions can be updated at any time as team responsibilities change.
Review your team’s permissions regularly to maintain proper access control.
FAQs
Who can customize team member roles?
Only Admins have permission to assign or update roles and permissions.
Can I switch a team member’s role later?
Yes. You can change a member’s role or permissions at any time from the Team page.
What happens when I import permissions from another user?
The selected team member will receive the exact same permission set as the source profile.
Are permission changes effective immediately?
Yes. Once saved, updates take effect instantly.