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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.

Admin Learning Path

Who this track is for

Use this track if you manage teams, roles, permissions, workflows, custom fields, governance, or organization-wide configuration.
  1. 08-administration/01-manage-teams-roles-and-permissions.md
  2. 08-administration/02-manage-custom-fields.md
  3. 08-administration/03-manage-workflows-and-statuses.md
  4. 08-administration/04-manage-roles-permissions-and-access.md
  5. 08-administration/05-manage-custom-fields-step-by-step.md
  6. 08-administration/06-manage-workflows-step-by-step.md
  7. 08-administration/07-custom-field-examples-and-best-practices.md
  8. 08-administration/08-workflow-examples-and-design-guidance.md
  9. 08-administration/09-create-and-manage-forms.md
  10. 08-administration/10-review-form-submissions-and-approvals.md
  11. 08-administration/11-manage-notification-settings.md
  12. 11-integrations-and-data/04-use-knowledge-management-and-document-search.md
  13. 07-automation/02-manage-approval-policies-and-sla-policies.md
  14. 07-automation/07-manage-release-governance-and-rollback-decisions.md

What admins should focus on

  • how access, team structure, and organization structure interact
  • how to configure reusable data models without breaking user workflows
  • how forms and knowledge structures support repeatable operations
  • how to keep approval, governance, and automation rules aligned with operating policy
  • how to diagnose missing access or unexpected visibility quickly