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How Do I Add New Users to Loopio?

Updated

As a Loopio Administrator, you can streamline your work and respond to RFPs faster by adding multiple team members to Loopio.

 

Permissions Required: The General Admin: Manage Users permission is required to create and manage Users.

Adding a New User to Your Loopio Account

  1. Click Admin in the top navigation
  2. Click Users
  3. Click + Add User
  4. Enter the User’s information
  5. An activation email will be sent to the email address provided, with a clear call to action to activate the account
    A_screenshot_of_a_activation_email_sent_to_a_new_User.png
     

    Tips:

    • If the User does not receive the activation email, have them check their junk/spam folder. If they still can't find it, contact support@loopio.com
    • Add communication@loopio.com to your address book, so you never miss important messages from Loopio

Adding New Users to your Loopio Account in Bulk

You can import up to 5000 Users at one time using the Excel Users Template.
 

Note: Roles and Teams must be created in Loopio before following these steps to import Users.
Read more: Role Permissions, Creating Teams

To Import Users to Loopio

  1. Click Admin in the top navigation
  2. Click Users
  3. Click Import Users to visit the Import Users screen
    A_screenshot_of_the_Import_User_button.png
  4. Click Download Excel Users Template
    Screen_Shot_2021-07-31_at_7.00.26_PM.png
  5. In the Excel template, enter the name and email address for each User, and select their Role and Team from the dropdown list in those columns
    A_screenshot_of_the_Excel_User_Template_with_role_and_team_filled_in.png
     

    Subscription Required: Teams aren't available on all subscription plans. Contact Support to learn more: Send an email to Support.

  6. In the Import Users screen, click the folder icon to browse for and select your file
    A_screenshot_of_the_Import_User_Screen_with_the_Select_Folder_button_highlighted.png
  7. Click Continue
  8. You will see a message showing the number of Users that will be created
    A_screenshot_of_the_confirm_User_Data_import_modal.png
  9. Click Import User Data
  10. An activation email will be sent to each email address provided, with a clear call to action to activate their account
    A_screenshot_of_a_activation_email_sent_to_a_new_User.png

Loopio will automatically detect errors during the User import process.

To View and Fix Import Errors

  1. Click Download an annotated copy of your template
    Screen_Shot_2021-07-31_at_7.04.55_PM.png
  2. In the downloaded Review sheet, rows are color-coded if they are invalid (red) or duplicates of existing Users (yellow). A new column labeled Notes will be included on the right, containing more detail about each error
  3. After fixing identified errors and saving the Excel file, click the folder icon to browse for and select your updated file
  4. You will see a message showing the number of Users that will be created
  5. Click Import User Data
  6. An activation email will be sent to each email address provided, with a clear call to action to activate their account

How Do I Add More Users?

As your team grows, Loopio grows with you.

If you would like to increase the number of users, please reach out to our Loopio Customer Success Team and they will be happy to help discuss the options.

If you're unsure of how to contact our Loopio Customer Success Team, please reach out to our Support Team.

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