How Do I Manage Permissions Using Roles?

Loopio gives you the flexibility to create multiple access levels. This allows you to tailor access to the needs of a specific Role, giving you more control over your content.

Creating a New Role

1. Click Admin in the top navigation
2. Click Roles & Permissions
3. Click + Add Role
4. Enter a descriptive name in the Role Name field
5. Select a Role Type
6. Click Save

Configuring the Permission Levels for a Role

Roles can be created, deleted, and permissions managed for each from the Admin page, under the Roles & Permissions tab.

1. Click Admin in the top navigation
2. Click Roles & Permissions
3. Click Manage Roles & Permissions at the top-right of the page
   
4. Select the desired permissions (see more below)
   • Configuring Projects Permissions
   • Configuring Reviews Permissions
   • Configuring Library Permissions
   • Configuring Reporting Permissions
   • Configuring General Admin Permissions
5. Click Save

Configuring Projects Permissions

1. Click Admin in the top navigation
2. Click Roles & Permissions
3. Click Manage Roles & Permissions at the top-right of the page
4. Click Customize Permissions beside a Role name

5. Use the checkboxes to select the desired level of Projects Permissions

    

   Learn more: Which Permission Levels Exist for Projects?

6. Click Save

Configuring Reviews Permissions

1. Click Admin in the top navigation
2. Click Roles & Permissions
3. Click Manage Roles & Permissions at the top-right of the page
4. Click Reviews at the top of the Role list
   • Select Reviews from Library to set permissions for Library Reviews
   • Select Reviews from Projects to set permissions for suggesting or adding Project content back into the Library

5. Select the desired level of Reviews Permissions

    

   Learn more: Which Permission Levels Exist for Reviews?

6. Click Save

Configuring Library Permissions

1. Click Admin in the top navigation
2. Click Roles & Permissions
3. Click Manage Roles & Permissions at the top-right of the page
4. Click Customize Permissions beside a Role name

5. Use the checkboxes to select the desired level of Library Permissions

    

   Learn more: Which Permission Levels Exist for the Library?

6. Click Save

Configuring Reporting Permissions

1. Click Admin in the top navigation
2. Click Roles & Permissions
3. Click Manage Roles & Permissions at the top-right of the page
4. Click Reporting at the top of the Role list

5. Select the desired level of Reporting Permissions

    

   Learn more: Which Permission Levels Exist for Reporting?

6. Click Save

Configuring General Admin Permissions

1. Click Admin in the top navigation
2. Click Roles & Permissions
3. Click Manage Roles & Permissions at the top-right of the page
4. Click Customize Permissions beside a Role name

5. Use the checkboxes to select the desired level of General Admin Permissions

    

   Learn more: Which Permission Levels Exist for General Admin?

6. Click Save