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👥 User Roles on Looppanel

👥 User Roles on Looppanel

Learn about different user roles on Looppanel

S
Written by Support Team
Updated over a week ago

Looppanel is built to be a centralized, collaborative workspace for your entire team. You can invite colleagues to your organization’s workspace and define their user roles and permissions.

By default there are 3 user roles within Looppanel:

  • Admin → Can manage billing and workspace settings

  • Editor → Can upload files, create notes, edit insights

  • Viewer → Can view projects, notes, and insights

✉️ Inviting Users to Your Workspace

You can invite users to your workspace from two different screens:

  • Homepage → Click ‘Invite Members’ on the top right hand corner

  • Settings → Workspace Settings

Within Settings you have two options:

  1. Invite them via email

  1. Send them an invite link

In either case, you can decide if you’re inviting someone as an editor or a viewer.

⚙️ Public Links

Want to manage public access to links?

By default, all your clips, files, and reports are shareable with a link that anyone can open and view. This default setting lets you share materials with minimal friction for your colleagues.

If you need to limit access to these links to only those who are logged in to your workspace, you can do that by:

  1. Navigating to ‘Settings’ from your navigation bar

  2. Clicking ‘Public Sharing’ on the left hand side of your screen

  3. Toggling the workspace restricted option

Please note: only the administrator of your account can change this setting.

If you’re interested in SSO access to Looppanel via ADFS, Okta or another system, that is available on our Enterprise plans. Please contact us at [email protected] for more information on SSO.

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