Subscription Required: Some user types are available on select subscription plans only. Contact Support to learn more: Send an email to Support
Each Loopio account comes with the capability to create Standard Users. However, there are various types of Loopio Licenses, each designed for specific purposes. The type of license chosen will determine the roles and permissions available to users holding that license.
Learn more: Learn all about Loopio Roles, Permissions, and License Types in our User Management course in the Learning Station (a Loopio login is required to access this link)
Tip: Our Customer Success Team can help you decide which License Types work best for your team. Not sure how to reach them? Our Support Team can help: Send an email to Support
Available License Types
Standard Users
A Standard User is an open permissions license, meaning the user account can be given any combination of permissions in Loopio, up to and including full Administrator permissions.
Library Users
A Library User is a limited permissions license, intended for Users who need read-only access to the Library.
Learn more: What is a Library User?
Content Contributors
A Content Contributor is a limited permissions license, intended for users who will manage Library content and answer assigned Project questions.
Learn more: What is a Content Contributor?
Project Contributors
A Project Contributor is a locked permissions license, intended for users who will only answer Project questions.
Learn more: What is a Project Contributor?
Which Permission Levels are Available for Each License Type?
Tip: Our Customer Success Team can help you decide which License Types work best for your team. Not sure how to reach them? Our Support Team can help: Send an email to Support
Legend:
✓ Available for this license type
✓ 🔒 Fixed permission for this license type
X Unavailable for this license type
| Feature | Access Level | Description |
Standard User |
Content Contributor |
Project Contributor |
Library User |
|
Library
Stacks Library
Stacks Library
Stacks |
No Access | - No Access | ✓ | ✓ | ✓ 🔒 | ✓ |
|
Level 1 |
- Search Library * excludes Library User |
✓ | ✓ | X | ✓ | |
| Level 2 (Read and Write) |
- Create new Entries - Edit existing Entries - Restore Entries from History - Delete Entries User has created - Create, edit, and delete Tags - Reviews from Projects (if User has access to Projects) |
✓ | ✓ | X | X | |
| Level 3 (Full Access) |
- Delete any Entry - Bulk import Entries - Create, edit, and delete Categories and Subcategories - Create, edit and delete Merge Variables |
✓ | X | X | X | |
| Feature | Access Level | Description |
Standard User |
Content Contributor |
Project Contributor |
Library User |
|
Library Duplicates
|
No Access | - No Access | ✓ | ✓ | ✓ 🔒 | ✓ 🔒 |
| Level 1 (Participant) |
- User can resolve duplicates with Level 2 Stack permissions | ✓ | ✓ | X | X | |
| Level 2 (Admin) |
- Run Library Duplicates across the entire Library - User can resolve duplicates across the entire Library |
✓ | X | X | X | |
| Feature | Access Level | Description |
Standard User |
Content Contributor |
Project Contributor |
Library User |
|
Reviews from Projects
|
No Access | - No Access | ✓ | ✓ | X | ✓ 🔒 |
| Level 1 (Project Access) |
- Suggest or omit content for the Library from a Project | ✓ | ✓ | ✓ 🔒 | X | |
| Level 2 (Full Access) |
- Suggest or omit content for the Library from a Project - Ability to add, edit, or reject entries suggested to the Library |
✓ | ✓ | X | X | |
| Feature | Access Level | Description |
Standard User |
Content Contributor |
Project Contributor |
Library User |
|
Reviews from Library
Reviews from Library
|
No Access | - No Access | ✓ | ✓ | ✓ 🔒 | ✓ 🔒 |
| Level 1 (Reviewer) |
- Complete Reviews that User has been assigned | ✓ | ✓ | X | X | |
| Level 2 (Assigner) |
- Assign Reviews to any user who has permission to edit that Library Entry - Assign Reviews to users that do not have permission to edit the Library Entry, only if Assigner can edit it - See all Reviews (active and completed) in the System - Re-assign Reviews to other Users |
✓ | ✓ | X | X | |
| Level 3 (Full Access) |
- Configure Review Cycles for Categories, Subcategories, and individual Library Entries | ✓ | X | X | X | |
| Feature | Access Level | Description |
Standard User |
Content Contributor |
Project Contributor |
Library User |
|
Projects
Projects
Projects
|
No Access | - No Access | ✓ | ✓ | X |
✓ 🔒 |
| Level 1 (Participant) |
- Browse Projects User is invited to*
|
✓ | ✓ |
✓ 🔒 |
X | |
| Level 2 (Creator) |
- Create new Projects - Delete, stop, and re-start created Projects - Invite participants to Project |
✓ | X | X | X | |
| Level 3 (Full Access) |
- View and participate in all Projects |
✓ | X | X | X | |
| Feature | Access Level | Description |
Standard User |
Content Contributor |
Project Contributor |
Library User |
|
Search Projects
|
No Access | - No Access | ✓ | ✓ | ✓ 🔒 | ✓ 🔒 |
| Level 1 (Participant) |
- Search, view, and use content from Projects that the User was a participant in | ✓ | ✓ | X | X | |
| Level 2 (Creator) |
- Search, view, and use content from all Projects | ✓ | X | X | X | |
| Feature | Access Level | Description |
Standard User |
Content Contributor |
Project Contributor |
Library User |
|
Reporting
|
No Access | - No Access | ✓ | ✓ 🔒 | ✓ 🔒 | ✓ 🔒 |
| Level 1 (Full Access) |
- View Reports (if User has access to the area that is being reported on) - Export data from Reports to Excel - Ability to take actions from Reports (e.g. delete a Library Entry) |
✓ | X | X | X | |
| Feature | Access Level | Description |
Standard User |
Content Contributor |
Project Contributor |
Library User |
|
General Admin
|
Granular permissions | - Customizable by Admin. Learn more | ✓ | ✓ 🔒 | ✓ 🔒 | ✓ 🔒 |
Legend:
✓ Available for this license type
✓ 🔒 Fixed permission for this license type
X Unavailable for this license type