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Documentation Index

Fetch the complete documentation index at: https://help.loopiq.com/llms.txt

Use this file to discover all available pages before exploring further.

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Manage Teams, Roles, and Permissions

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What this does

This guide explains the core administration tasks needed to control access and ownership in LoopIQ.

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Organization scope

User, role, and access-management screens should be scoped to the active organization. The Users tab and Grant/Revoke Access tab should not show users from other organizations. If the user list is empty, confirm the active organization, tenant context, filters, and your permission to view organization users.

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Steps to manage teams

  1. Open Organization or Team settings.
  2. Open the teams area.
  3. Create a new team or update an existing one.
  4. Add members to the team.
  5. Confirm the correct admins or leads are assigned.

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Steps to manage roles

  1. Open the roles area.
  2. Create a role or open an existing role.
  3. Assign the required permissions.
  4. Save the role.

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Steps to create or update users

  1. Open Organization Settings.
  2. Open Users.
  3. Create a new user or open an existing user.
  4. Assign at least one role.
  5. Assign at least one user permission.
  6. Set the account status, such as active or inactive, in the main user status section.
  7. Save the user.
  8. Confirm the user appears only in the current organization context.

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Steps to assign roles to users

  1. Open the user or team membership view.
  2. Select the target user.
  3. Assign the role.
  4. Save the change.
  5. Confirm the user can access the expected modules and actions.

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Tips

  • Use organization-level roles for broad responsibilities.
  • Use team-level roles where access should vary by team.
  • Review permissions after adding new modules or features.
  • Do not create users with no role and no user permission. They should not see organization data until access is granted.