Admin

Business Units

• What Are Business Units?
• How Do I Create a Business Unit?
• How Do I Assign Users to a Business Unit?
• How Do I Organize Projects and Library Content by Business Unit?
• Which Connectors and Integrations Support Business Units?
• Can I Move Content Between Business Units?

Account Info

• What is my Company's Loopio URL?

Content Styles

• What are Default Content Styles?
• What is an Export Theme?
• How Can I Have an Export Theme Added to My Account?
• What are Export Theme Content Styles?
• How to Use Your Export Theme to Map your Export Theme Content Styles

Homepage

• As a Loopio User, What Information Can I See on My Homepage?
• As a Loopio Admin, What Information Can I See on My Homepage?

Manage Other Users

• How Do I Assign Users to a Business Unit?
• Are Permissions in Loopio Changing?
• How Can I View a List of Users and Their Permissions?
• How Do I Add New Users to Loopio?
• How Do I Change a User's Role?
• How Do I Manage Permissions Using Roles?

See all 12 articles

Backups

• How Do I Enable Backups?
• How Can I Access Library Backups, and in Which Formats?
• Can I Manually Create a Backup?
• How Are My Backup Files Protected?
• Can I Configure the Password and Frequency for Scheduled Backups?

Reports

• What Reports Exist in Loopio?
• How Can I Report on My Library Health?
• How Can I Report on My Projects?
• How Can I Report on My Team's Workload?
• Can I Export Reports?

Configurable Loopio Settings

• How Can I Set Up a Translation Glossary?
• How Can I Set Up Generative AI Features in the Project Workspace?
• How Do I Update or Change my Library's Answer Sets?
• How Do I Create Custom Project Fields?
• Can I Change the Order of Custom Project Fields?

Notifications

• Can I Customize How My Team is Notified About Work in Loopio?
• When Do Email Notifications Get Sent Out?
• I Didn't Receive an Email Notification

System Requirements & Security

• Generating a HAR file or Console log for troubleshooting
• Does Loopio Scan My Files for Viruses?
• FAQ: Generative AI
• Loopio Status Page
• How Can Users Log In to Loopio?
• User Security Responsibilities

See all 8 articles

Single Sign On (SSO)

• Setting Up SCIM Group Provisioning and Deprovisioning with MS Entra
• Setting Up SCIM 2.0 User Provisioning and Deprovisioning with MS Entra
• How Do I Set up Single Sign On (SSO) with Google Authentication?
• How Do I Set up Single Sign on (SSO) with SAML 2.0?
• Setting up Single Sign On (SSO) in Okta
• Setting up Single Sign On (SSO) with Entra ID (Azure AD)

See all 13 articles