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Team & organization

Managing users & seats

The Users area is where you invite teammates, set their roles, and keep track of how many seats you are using.

Understand seats

Your plan includes a number of seats, one per active user. At the top of the Users page you can see your total seats, how many are used, and how many are available. You can only add a new user when a seat is free. To add more seats, see Plans, seats & billing.

Invite a user

  1. Go to Users in the left menu.
  2. Choose Add User (this is available when you have a free seat).
  3. Enter their email and name, and assign them to the right brand and branch.
  4. Choose their permission group(s) so they get the right access.
  5. Save. Loop emails the person an invitation with an activation link.

The new user appears with a Pending status until they accept and verify their email, at which point they become Active.

Edit or remove a user

  • Edit: click a user's row to change their name, role, permissions, brand, or branch. Note that some fields are restricted for Brand and Branch managers (see Roles & who can do what).
  • Resend invitation: if an invite expired before it was accepted, open the user and resend it.
  • Disable or delete: remove a user who has left. Their seat is freed, and a disabled user shows a Disabled status. Records they created stay in your account.

Editing a user's email address is not a simple in-place change. Loop sets that user back to Pending, resets their password, and sends a fresh invitation to the new address. The person will need to re-activate before they can sign in again, so only change an email when you intend to move someone to a new address.

Find and filter

The Users table supports:

  • Search by name or email.
  • Filters for brand, branch, department, and status. Set your filters and choose Search to apply them.
  • Sorting by clicking a column header.
  • Pagination, showing 25 users per page.

Users that came in from a connected directory (Microsoft Entra ID) are marked so you can tell them apart from manually added users.

Bulk import

To add many users at once, use the Bulk Upload button on the Users page and upload a CSV file. A separate AD Import button syncs users from Microsoft Entra ID when that integration is configured. This is the fastest way to onboard a large team.

Next steps

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