Admin

Manage Other Users

• How Do I Add New Users to Loopio?
• How Do I Manage Disabling Loopio Users?
• How Do I Manage a Role's Permissions?
• How Do I Change A User's Email?
• Can I Bulk Reassign a User's Work?

Manage My Personal Account

• How Do I Change My Password?
• How Do I Add or Update My Photo?
• Who Is My Loopio Champion?

Backups

• How Do I Enable Backups?
• How Can I Access Library Backups, and in Which Formats?
• How Often are Backups Run?
• How Are My Backup Files Protected?
• Can I Configure the Password and Frequency for Backups?

Reviews

• What is a Library Review and How Do I Review Library Entries?
• How Do I Configure Library Reviews?
• How Can I See Changes Made to a Review?
• Can I Remind a User to Complete a Review?
• Can I Bulk Cancel a User's Active Library Reviews?

Integrations

• How can I connect an existing Loopio Project to a Microsoft Dynamics Opportunity?
• How can I create a new Loopio Project using the Microsoft Dynamics Opportunity?
• How can I set up the Microsoft Dynamics Integration?
• What fields can I add to the Salesforce Integration?
• What is the Loopio Salesforce Integration?
• Setting up Single Sign On (SSO) with Okta

See all 17 articles

Reports

• What Reports Exist in Loopio?
• Can I Customize Reports?
• Can I Create Reports at Any Time?
• Can I Export Reports?
• Can I Edit My Content Directly from the Reporting page?

Custom Loopio Settings

• How can I add an Export Theme to a Project?
• How can I have an Export Theme added to my account?
• What are Export Theme Content Styles?
• What are Default Content Styles?
• How Do I Update or Change my Library's Compliance Answers?
• The Font I Want Is Not Listed In My Content Styles

Email Notifications

• When Do Email Notifications Get Sent Out?
• I Didn't Receive an Email Notification

System Requirements & Security

• User Security Responsibilities
• What Browsers Does Loopio Support?
• What Is the Automatic Session Logout Time?