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Invite users to Loop

How to Invite Your Colleagues to Loop
R
Rishi
Updated 2 weeks ago
Step 1 : Click on your User name or Email on the top right corner of the screen
Step 2 : Click on User Management

Step 3 : Click on the Invite Teammate button
Step 4 : Enter the User's name and Email Address
Step 5 : Choose the Access Level you wish to assign to the user
  • Business Admin
    • Access to All stores 
  • Business Manager
    • Access to all stores of Multiple Franchises
  • Accounting
    • Access to all stores (can access only finance related modules)
  • Store Manager 
    • Access to only specified stores.  
  • Franchise Admin
    • Access to all stores of a Franchise
  • Observer
    • No Access to Loop's Dashboard (Can receive notifications)
Step 6 : If the chosen access level is Store Manager/Observer, select all the stores that you wish the user should have access to
Step 7 : Click on the Add User button

After clicking on 'Add User ', the user will receive an email from Loop that provides guidance on getting started with the platform.


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