Users & permissions

Managing users & permissions is key to maintaining security and efficiency in Loop Admin. By assigning specific roles and access levels, you ensure that the right people can perform necessary tasks while safeguarding your store against unauthorized or unintended actions.

User permissions control what tasks users can perform and which features they can access within the Loop admin. This article covers the different user roles, how to manage permissions, how to create or update roles, and how to add or edit user access.

In this article

• How to add a user in Loop?
• How to join as a user?
• Managing users and their roles
• Creating new user roles
• Default user roles
• Managing user roles
• Related articles
• Need help?

How to add a user in Loop?

Brands can create multiple users in Loop and assign them the necessary permissions based on the role they wish to provide. Each user's access and capabilities within the Loop app are determined by the permissions tied to their assigned role, allowing them to perform only the actions relevant to their responsibilities.

Follow these steps to complete the process.

1. Navigate to Loop admin > Settings > Users & permissions > Users > Click on Add user button.

2. A prompt will appear notifying you that you’ll be redirected to the Shopify admin to create a new staff member. Click the “Confirm” button to proceed.

3. Add the staff details, provide the required Loop Subscriptions access in the app permissions section, and click on the Send invite button.

5. Ask the staff you have added to open the Loop app from their profile. A Member profile will be created for this staff in the Loop admin. Now the store owner can edit the permissions and roles for the newly added Member.

How to join as a user?

Follow these steps to complete the process.

1. Ask the store owner to add you as a staff member through the Shopify admin.

2. Ensure the store owner grants you Loop subscriptions access in the app permissions section.

3. Log in to your Shopify account and open the Loop app from your profile. If the app doesn't load correctly, try clearing your browser cache and reopening it.

4. Once the app is opened, a member profile will be automatically created for you in the Loop admin. This gives you view-only access to certain modules, which you can navigate using the left side navigation bar.

5. You can contact your store Owner or Admin to get access to the relevant modules.

Managing users and their roles

You can efficiently manage all users in Loop by navigating to the "Users" tab. From here, you can perform actions such as updating user permissions, creating new users, or deleting existing ones.

Changing user role

Follow these steps to complete the process.

1. To change the user role, click the "Edit" button. Only Owner and Admins can perform this action.

2. You’ll notice that the user is currently mapped to the Marketing role, and the permissions defined for that role are automatically applied to the user.

3. Click the Role dropdown menu and select the desired role from the list. A confirmation message will appear, then click the Save button to apply the changes.

4. The updated role has been successfully assigned to the user, and all permissions associated with that role are now automatically applied to the user.

Changing user permissions

Follow these steps to complete the process.

1. To edit permissions for a user, click the "Edit" button. Only Owner and Admins can edit permissions.

2. Modify the required user permissions as needed, then click the Save button to apply the changes.

Creating new user roles

Sometimes brands have unique role requirements and prefer to create different roles to streamline permission management. Instead of manually updating each user’s access, Loop allows you to create new roles with defined permissions and assign multiple users to them, saving time and ensuring consistency across teams.

Follow these steps to complete the process.

1. Navigate to Loop admin > Settings > Users & permissions > Roles > Click on Add role button.

2. The create role screen will appear. Enter a name for the role and select the specific permissions you want to assign to it, and click on the Save button.

3. The newly created role is visible in the role list.

4. You can assign users in bulk to the newly created role by clicking the Assign button.

Default user roles

Loop provides three default user roles, each offering different access levels within the Loop portal.

• Owner: Has full access to all features and settings, including managing both Admin and Member users. This role is automatically assigned to the email linked with your Shopify store and cannot be edited.
• Admin: Granted full platform access and can manage Member-level permissions. This role is also non-editable.
• Member: Has view-only access by default. Owners and Admins can assign additional permissions as needed.

Managing user roles

You can easily manage all roles from a single screen, allowing you to map multiple users to any role, update default roles, delete roles, and perform several other actions effortlessly.

Changing the default role

The default role in the system refers to the role automatically assigned to any new user added to Loop. By default, this is set to Member, meaning all newly created users will be assigned the Member role unless the default is changed manually.

Follow these steps to complete the process.

1. To change the current default role, go to the Roles tab and click on the "Change default role" button.

2. A dialog box will appear, select the role you wish to set as the new default, then click the Confirm button to apply the changes.

3. Based on your selection, the new role has now been successfully set as the default role.

Mapping user to another role

There may be cases where an Owner/admin needs to move multiple users from one role to another. This can be easily done from the Roles tab within the system.

Follow these steps to complete the process.

1. For example, if you want to move a few users currently assigned to the Support role to the Marketing role, simply click on the Assign button next to the Marketing role.

2. A dialog box will appear, select the required users, then click the Assign button to apply the changes.

Changing role permissions

There may be cases where an Owner or Admin needs to redefine the permissions associated with a role. This can be easily done from the Roles tab within the system.

Follow these steps to complete the process.

1. To modify the permissions, click on the desired role to open the permissions settings screen.

2. Assign/remove the required permissions and click on the Save button.

Related articles

Here are some related articles that may offer additional insight and context.

• Account log

Need help?

No worries - we're here for you!

If you have any questions or need assistance, feel free to email us at support@loopwork.co or chat with us using the support beacon at the bottom right of your screen.

Regards,

Loop Subscriptions Team 🙂

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Updated on: 30/07/2025