User Accounts

OVERVIEW

In this article, you will learn how to manage Loop user accounts and their permissions within the Loop admin. 

In this article:

• Add, Edit and Delete Users 
• Permissions
• FAQ

Add, Edit and Delete Users

To access Accounts, navigate to Settings > Accounting the Loop admin.

To add:

1. Select Add staff account
2. Fill out the required fields
3. If adding a user for someone else, you can create the password for them and the user can reset their password using the "Forgot Password?" link on the login screen    
4. Check the appropriate Account Permissions - see Account Permissions below for more details
5. Save changes

To edit:

1. Click on an account name
2. Change the information in the appropriate fields
3. Save changes 

To delete:

1. Click on an account name
2. Select Delete

Note: Staff Accounts do not have the ability to delete the Account Owner

Account Permissions 

Account Permissions allows you to limit an account's access within the Loop admin to sections related to their role and limits unnecessary exposure of sensitive information and functionality. Each Loop instance has one designated Account Owner and can add as many Staff Accounts as needed.

Account Owner

The Account Owner is:

• Assigned to the first account created in your Loop admin during the onboarding process 
• The main point of contact for Loop regarding details on feature releases, beta access to features and product feedback
• Granted full access to the Loop admin
• Staff Accounts cannot change the Account Owner's information 

Note: If you want to change the Account Owner, contact Loop Support

Staff Accounts

There are three types of Account permissions in Loop: 

• Returns processing: Access to Returns and Listings tabs only
• Analytics: Access to Analytics tab only
• Administrative actions: Full access including Developer tools; the only restriction is being unable to edit Account Owner

Note:  Staff Accounts can have Returns processing and Analytics permissions at the same time. Analytics includes access to the warehouse (ASN) report which may be a useful when needing an update on open returns.

FAQ

Is there a limit to the number of user accounts I can have for my Loop instance? Nope! While you can only have one Account owner, you can have endless Staff Accounts.

I forgot my password. How do I reset? To reset your password, select "Forgot Password?" at the login screen in Loop Admin