Account Settings
Configure your Loop Account to fit your organization’s workflows.
12 articles
Setting up your Workspace
Get your workspace ready with bank links, Cards, and security settings.
Transfer funds to and from your Loop Account and your external bank accountYou can move money between your Loop Account and external bank account once they’re linked. Standard bank transfers take up to 4 business days, but if you’re using a CAD…
How to connect your external bank account to LoopConnect your external business bank account to Loop to load funds, add cards or send payments. This one-time setup links your Loop Account to your existing bank securely.
How to connect a sales channel to your Loop AccountConnect your sales channels to Loop in just a few clicks to sync payouts, simplify reconciliation, and track your revenue in one place.
You can manage all your integrations directly…
How to connect your CRA to LoopYou can securely link your Canada Revenue Agency (CRA) account to Loop by adding an authorized representative on your business profile.This allows Loop read-only access for verification purposes —helping ensure…
How to enable automatic card payments with Auto-PayEnable Auto-Pay to automatically pay your full Loop card statement balance every cycle. You can choose to pay all in CAD or all in USD, and funds are withdrawn from…
How to set up Multi-Factor AuthenticationMulti-Factor Authentication (MFA) adds an extra layer of security to your Loop account. Each user must enable MFA using an authenticator app like Google Authenticator or Authy. You’ll need it…
How to set up notifications and alertsNotifications help your team stay on top of key activities, like new card transactions, payments, and deposits. You can customize who gets each alert by role and delivery method (email…
Update your contact informationYou can update your phone number directly from your Loop account, but to change your email address, you’ll need to contact our support team for verification.
How to set up notifications for Account activityYou can manage all Loop notifications from Settings → Notifications. Customize who gets alerts for business activities like payments, deposits, or card transactions, and add your phone number to receive…
Team Members
Control your team setup with user management and customizable roles.
How to add or remove users from your accountEasily add or remove team members from your Loop account to collaborate, manage payments, and assign cards. Each user role has different access levels — from full administrative control to…
Assigning permissions to team membersAdmins and account managers can manage team access from Settings → Teams. You can assign or remove permissions for features like Cards, Accounts, Payments, Teams, and Billing to control what…
How to customize a team member's roleAdmins can customize a team member’s access level in Loop by assigning a preset role or manually setting permissions. Use the Settings → Team page to add new members or…